HNW Charitable Strategies that are PROFITABLE
Wealth Formula by Buck Joffrey - A podcast by Buck Joffrey
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Last week I did an emergency podcast to make sure everyone is aware of an upcoming change related to the whole life policies we use inside of Wealth Formula Banking. It all revolves around recent changes made to IRC Section 7702, with is the IRS code that dictates how life insurance policies are taxed. Since […]
