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.
Sacramento Estate Planning, Tax Planning and Business Attorney.
I’m John Goralka, a Sacramento Estate Planning, Tax Planning and Business Attorney at the Goralka Law Firm, P.C. If you have an estate, tax or business situation needing legal help, contact our team for experienced and friendly advice. You can contact us at 916-440-8036. Alternatively, you can use our convenient online contact form here on our website. We listen, and you can have your questions answered, your case evaluated, and explore your options for getting the legal help you need.
There are almost 200,000 attorneys in the state of California, and fewer than 100 of those attorneys are State Bar Specialists in Estate Planning, Trusts and Probate and State Bar Specialists in Taxation. I am one of the few attorneys with both critical specializations. I passed the California CPA examination and am a former income tax auditor and hearing officer. I am also recognized as a top attorney in the United States by US News and World Reports and by Best Lawyers and hold an AV rating from Martindale which is the premiere rating organization for attorneys. The AV rating is the highest possible rating for legal experience and for legal ethics.
For help with estate planning, business planning or tax planning, please contact our office.