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WCI #353: Lesser Known Tax Strategies

White Coat Investor Podcast

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Controversial and Aggressive Tax Deductions and the Role of Whole Life Insurance

The chapter discusses the controversial tax deductions associated with whole life insurance and introduces the concept of restricted property trust as a tax mitigation strategy for business owners and physicians. It highlights the potential benefits of these policies in generating non-taxable cash growth and cash flow, but also emphasizes the complexities and considerations involved in utilizing them.

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