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Round Table | How to Talk with Your CPA About IBC

The Wealth Without Wall Street Podcast

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Navigating Infinite Banking with Your CPA

This chapter explores vital discussions clients should have with their CPA regarding Infinite Banking Concepts, focusing on contribution limits and tax strategies. It emphasizes the importance of understanding the CPA's role, potential limitations in their expertise, and the necessity of choosing the right financial advisors for informed decision-making.

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