Episode 13: Aligning Tax-Efficient Opportunities With Investor Needs

Host: Casey Silveria

Guest: Alina Trigub


Alina Traub, the founder and managing partner of Samo Financial, was recently interviewed on the Farming for Passive Income Show. Alina had a successful career as a tax accountant and an information technology professional before getting into real estate. She founded SamoFinancial to educate people on syndications, help them take advantage of tax benefits, create passive income for their families, and impact communities. Alina explains how active and passive investment models can help lower tax liabilities. She also discusses the three types of funds offered by her company and the diversification criteria used when vetting opportunities for the funds. Alina recommends that people educate themselves on syndication and personal development by reading books on the subject and recommend “The Richest Man in Babylon” by George Clayson. To learn more, visit Alina’s website or LinkedIn profile.

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Key Points: Tax Benefits, Passive Income

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