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.

Book your Wealth Analysis with Sonoma Wealth right here: https://sonomawealthadvisors.com/

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

References: https://www.pressdemocrat.com/2010/09/22/sonoma-county-tops-in-volunteering-2/

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Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance.
The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed.  Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information.  A professional advisor should be consulted before implementing any of the options presented.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.
Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

Are Taxes Crushing Your Gains?