2380 - Smart Tax Strategies for Business Owners Using Trusts with Sally Gimon

Josh Elledge

Published on: 09/03/2026

In this episode, host Josh Elledge interviews tax strategist Sally Gimon about advanced tax-saving strategies for business owners. Sally shares her journey from real estate to tax advocacy and explains how business owners often overpay taxes, even with CPAs. She discusses the benefits of spendthrift and beneficial trusts, common misconceptions, and how wealthy families legally minimize taxes.