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Preparing For Tomorrow podcast

Mar 15, 2023

This episod is from April 2022, and Aaron in Ohio was seeking tax deductions for his corporation.  He brought me a quote to review, and we found that using the exact same premium amount, how three different tax deductions can be designed just by moving some variables.  There are multiple ways to design a plan to create different results.  When I work with my clients, I ask a lot of questions, and we work together to desing plans customized for each family's unique situation.

During tax season, we are all seeking deductions.  Reach out to me at to learn how you can protect your family AND reduce your tax obligations!