How One Woman Fought the IRS and Won Using Trusts with Sally Gimon

Sally Gimon reveals how a personal tragedy led her to discover a powerful IRS-approved trust that shields assets and slashes taxes, especially for women investors ready to take back control of their financial future.

See full article: https://www.unitedstatesrealestateinvestor.com/how-one-woman-fought-the-irs-and-won-using-trusts-with-sally-gimon/

(00:00) - Introduction to United States Women in Real Estate Investing
(00:23) - Meet Sally Gimon: From Insurance Agent to Trust Educator
(01:05) - How a Family Tragedy Triggered a Financial Awakening
(02:42) - The IRS Seizure That Changed Everything
(04:36) - Discovering the Power of Spendthrift Trusts
(06:11) - Wholesaling a Property and Saving $9,000 Instantly
(07:58) - Saving Over $100K in Federal Taxes With the Right Structure
(09:33) - How a Business Couple Saved $600,000 in Capital Gains
(11:12) - What Most People and CPAs Get Wrong About Trusts
(13:19) - Scott and Asher on Trusts: The Legal Textbook Behind the Strategy
(15:00) - Bronx Real Estate: A Case Study That Turned a CPA into a Believer
(17:14) - Who Needs a Trust? Why This Applies to Everyday Women
(19:27) - Understanding the 1041 Tax Form and IRS Code 643
(21:39) - Giving Back: Sally’s Personal Commitment to Charity
(23:10) - Your House Is More Than a Home—It’s a Tax Shield
(25:44) - Stop Thinking Trusts Are Just for the Wealthy
(28:09) - Building a Legacy That Can’t Be Touched by Creditors or Courts
(30:33) - How to Talk to a CPA Who Doesn't Believe You
(32:45) - When Clients Cry: The Emotional Relief of Financial Security
(35:00) - Why Women Need to Be Aggressive With Their Protection
(37:12) - The Trust That Keeps on Giving—Year After Year
(39:48) - Q&A Highlights: Most Common Misconceptions Answered
(42:21) - From Kentucky to New York: Real Stories of Transformation
(45:03) - Final Words of Empowerment for Women Ready to Rise
(48:22) - How to Learn More and Get Started With Sally

Contact Sally Gimon
https://thetrustisyou.com/

Contact Jeune Ortiz
https://www.linkedin.com/in/jeuneortiz/

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Music Disclaimer: This episode features music by Harris Heller / StreamBeats, which is copyright-safe, DMCA-free, and created specifically for content creators. StreamBeats provides both lyrical and instrumental tracks that are free from Content ID issues, making them ideal for use in podcasts, live streams, and YouTube videos. All music is curated and produced by Harris Heller.