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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:

• Email: Kyle Malmstrom
• LinkedIn: Kyle Malmstrom

Connect with Matt Griffith:

• Email: Matt Griffith
• LinkedIn: Matt Griffith

Connect With Centura Wealth Advisory:

• (858) 771-9500
• Centura Wealth Advisory
• LinkedIn: Centura Wealth Advisory