Unlock the secrets to substantial tax savings and financial growth with insights from Sally Gimon, a seasoned real estate investor and tax strategist. Sally's journey from a Medicare broker burdened by debt to mastering tax-saving strategies offers invaluable lessons for business owners and investors. Discover how tools like the Rockefeller Spendthrift Trust can transform financial challenges into opportunities for growth, illustrated by the story of a New Jersey mechanic who significantly benefited from these strategies. Sally's expertise promises to enlighten listeners on innovative ways to manage taxes and protect assets.We also delve into the world of wealth preservation, particularly through trust-based strategies in multifamily apartment investments. Skepticism from financial professionals, reminiscent of past doubts about tax credits, highlights the need for understanding these legal tools, especially with the upcoming Corporate Transparency Act. Explore why traditional setups like LLCs might not be as advantageous as once thought, and learn how real estate and crypto investments can fit into a strategic portfolio. With the potential for expanding educational content, this episode is packed with compelling discussions aimed at guiding listeners towards smarter financial decisions.Send us a textThis episode is brought to you by Bill.comReady to take your finances to the next level? See how BILL Spend & Expense can power up your business and get that free grill at http://bill.com/cfochronicles Ready to turn your firm into a lead-generating, profit-driving machine? We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork. Let’s map out your growth plan together → Book your free strategy call

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