Preparing for Change: How to Adapt to Economic and Tax Legislation Shifts (Ep. 77)
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Are you a business owner or high-income executive concerned about recent changes in the economic, political, and tax environment?
In this episode, Kyle Malmstrom and Matt Griffith, CFP®, cover a range of topics, including ways to prepare for a huge liquidity event, tax planning, investment considerations during high interest rates, and an overview of our Liberated Wealth® process.
Kyle and Matt discuss:
- Key changes in the past 12 months that can impact your wealth
- Tips for business owners either setting up a new entity or planning their exit
- What to do if your wealth is tied up in a concentrated stock position
- The importance of working with a professional advisory team
- And more
Resources:
- Centura Wealth Advisory’s Liberated Wealth® Process
- Picking The Right Pass-Through Entity For Your Business With Chuck Levun, JD, CPA (Ep. 70)
- Section 1202: How Business Owners Can Save Millions of Dollars in Taxes (Ep. 67)
- Tax-Efficient Philanthropy With Charitable Remainder Trusts (Ep. 65)
- What Should You Do When Your Wealth Is Tied Up in a Concentrated Stock Position? (Ep. 49)
Connect with Kyle Malmstrom:
Connect with Matt Griffith:
Connect With Centura Wealth Advisory:
- (858) 771-9500
- Centura Wealth Advisory
- LinkedIn: Centura Wealth Advisory