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Round Table | How to Talk with Your CPA About IBC

The Wealth Without Wall Street Podcast

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Consulting CPAs for Infinite Banking Insights

This chapter explores the essential role of CPAs in navigating Infinite Banking Concepts (IBC) and cash flow management. It highlights the need for tax-related discussions and forecasting for insurance policies while stressing the significance of clear communication and education in establishing a productive accountant-client relationship. Personal experiences illustrate the varied approaches to finding knowledgeable CPAs and the importance of ongoing engagement to align financial strategies.

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