Tautai Financial Advisors LLC

I know my brother is smiling down on hearing the news of Ian’s Mission Call to Apia, Samoa 🇼🇸!!

The picture below was taken after Ian’s HS graduation. The Great Romney Tafa had infusions planned this day. He cut it short, knowing he wanted to be at his Nephews graduation! He handed Ian a card, with $$$ for his nephew. I told my brother Romney and Norah, you don’t need to give Ian anything, you being here means the world…he responded, “it’s for my nephew, and I’m proud of him.” “The Widows Mite” Romney gave humbly, lovingly, small act of Kindness. Thank you for teaching us in the Saviors way my brother!🥹🙏🏽❤️🇼🇸

Good Luck to my son Ian Mariner and his teammates in the State HS 6A Championship Game! Go Falcons!!

Friday will be an ONLINE LEARNING DAY for students. SHS will be closed. Students may purchase a $5 ticket to ride the Spirit Bus (9:15am) at the Finance Office or at MYSCHOOLFEES.com. Students riding the Spirit Bus are required to return on the Spirit Bus. UTA offers FREE rides for students with game tickets. Frontrunner leaves the AF Station at 9:05 and the Lehi Station at 9:14. Game Tickets - https://gofan.co/app/school/UHSAA. LET'S GO FALCONS!!!

Knowing an accurate value for business will impact not only your current financial well-being, but also future exit strategies. Contact us to learn more today:
Tautaiadvisors.bizequity.com

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“A penny saved, is a penny earned”

Larry Bird explains why he never liked throwing money around:

"I really don’t need anyone to build my ego," Larry Bird said to The Boston Globe. "When I’m home in Boston, I want to go out and eat, pay my bill, and get the hell out. Back in French Lick, I don’t have those problems, and that’s why I go back there. It’s the same with nice cars, Mercedes-Benz and all that. I can’t see putting $50,000 or $60,000 into a car when our house growing up was worth $10,000. I just can’t buy that. And clothes never did catch my eye. I never really enjoyed ‘em. I always wore what I felt comfortable in. I’ll wear pretty much anything if I get it for free."

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“If I sell my property, will I be burdened with taxes?”

Those of us who own highly appreciated assets such as homes, commercial real estate and businesses, are often reluctant to sell that asset because of the capital gain tax and depreciation recapture costs associated with the sale. There is a perfectly legal way to defer capital gains tax. We can help!

With the stretch IRA and it’s strategy to shelter inherited income gone, what will IRA owners do to create more generational wealth for their heirs?

We can still employ strategies to create tax free benefits for their children. We can achieve this legacy benefit and also mitigate or eliminate their parents’ estate tax liability. Let’s talk🙂.

"Wealth is not determined by investment performance, but by investor behavior."