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Round Table | How to Talk with Your CPA About IBC

The Wealth Without Wall Street Podcast

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Effective CPA Communication for Infinite Banking

This chapter highlights the importance of effectively communicating the Infinite Banking Concept (IBC) with Certified Public Accountants (CPAs). It emphasizes strategies for initiating conversations, educating the CPA about IBC, and maintaining clear documentation while navigating financial planning. Listeners are encouraged to proactively engage with their CPAs to ensure a smooth financial journey and avoid misunderstandings.

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