John Goralka, Sacramento Tax and Estate Planning Attorney, Quoted In Kiplinger Advisor Collective - August 2024
10 Financial Situations Where You Might Want to Consult a Professional.
Navigating the complexities of personal finance can be daunting, but consulting a financial professional can make a world of difference. Whether you’re planning for retirement, managing investments, dealing with tax issues, or preparing for major life events like marriage or buying a home, a financial advisor can provide tailored strategies that align with your unique goals and risk tolerance. By leveraging their expertise, you can save time, reduce stress, and enhance your financial security, ensuring a more confident and secure financial future.
When you're selling an appreciated asset.
“Consult a tax planning professional when you are thinking of selling an appreciated asset such as a business, building or stock with a substantial taxable gain of a million dollars or more. That consultation should be made before the letter of intent is signed. Seek advice two years prior to the desired sale date to permit the best possible tax savings and increase in wealth for your family.” - John M. Goralka
Click LEARN MORE to find out the what the other nine distinguished professionals say this this topic.
John Goralka is the lead attorney and founder of the Goralka Law Firm, P.C., and is an experienced Sacramento estate planning and tax planning lawyer.
For help in Sacramento with estate planning or tax planning, please contact our office.
