Are Taxes Crushing Your Gains?

Most households treat taxes as a seasonal exercise in document collection. Meaningful wealth preservation demands something fundamentally different- proactive, year-round tax architecture designed to compound after-tax outcomes over a lifetime. What if there were tools your fiduciary financial advisor could offer, that provided proactive, year-round or years-long planning? Tools to chart optimal, long-term tax outcomes instead of a few deductions at the deadline? The answer to those questions can be found in the latest episode our podcast It's All Money with Sonoma Wealth's Marketing Director Dano Weir and Managing Principals Daren Blonski, CFP® AIF® and Chris Sipes, CFP® AIF®. Watch the episode and you'll discover:

• Why your advisor might be just giving you "lazy money".

• How a highly appreciated position you feel "stuck" in from capital gains could potentially be diversified.

• Examining the inexplicable idea that it's possible to be making a gain while banking paper losses, at the same time.

• How to exit rental property ownership while deferring capital gains on the property.

• How a family of 12 who inherited an island (seriously!) used a 721 UpREIT to gain liquidity.

We hope you enjoy and find value in this podcast episode.

Full video available on our YouTube Channel: https://youtu.be/MKfqcd8IuLc

Learn more about Sonoma Wealth here: https://sonomawealthadvisors.com/

Book your Wealth Analysis right here: https://sonomawealthadvisors.com/book-your-wealth-analysis

CHAPTERS

0:00 Cold Open: Three "Logical" Money Myths