What if you could legally keep up to 90% of the money you're currently handing over in taxes? In this episode of Hard Hat to CEO, Chris G welcomes real estate investor and trust expert Sally Gimon, who shares how she turned a $94,000 tax crisis into a tax-saving mission that now helps entrepreneurs, contractors, and investors slash their tax bills. Sally breaks down how an IRS-compliant structure called the spendthrift trust can help 1099 earners, business owners, and investors hold on to more of their money, reinvest it, and build generational wealth. With real examples, from rental properties to car purchases and HVAC business sales, this episode gives you the knowledge that the rich have been using for decades, and now, so can you.

Sally Gimon is a real estate investor and financial educator who helps 1099 earners, business owners, and investors legally reduce their tax bills using Spendthrift Trusts under IRS code 643B. After a personal tax crisis in 2020, she discovered how the wealthy use these trusts to save money and build generational wealth. Today, Sally works with entrepreneurs nationwide, showing them how to protect assets, cut taxes by up to 90%, and keep more of their hard-earned income—without working harder or longer.

Connect with Sally:
Website: https://thetrustisyou.com/

Episode highlights:
(0:00 ) Intro
(1:31 ) Sally's backstory: Real estate, debt freedom, and a tax wake-up call
(3:01 ) Discovering the Rockefellers’ trust strategy
(5:52 ) Reinvesting trust money and living off it
(10:41 ) Contractor success story
(15:51 ) Breaking down the 5 parts of the spendthrift trust
(19:33 ) $400k business owner saves $44k per year
(25:26 ) Legal protection story: $500k lawsuit avoided
(29:29 ) Why this beats the 1031 exchange strategy
(32:15 ) Book your 30-minute tax breakthrough session
(34:52 ) Outro


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