The Tax Savings Strategy That Every Business Owner NEEDS to Hear | The Next Level Advisor Podcast

The Next Level Advisor
22/02/2024 18 min Episodio 20
The Tax Savings Strategy That Every Business Owner NEEDS to Hear | The Next Level Advisor Podcast

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Episode Synopsis

Today we're joined by Scott McHenry, President and Chief Actuary of McHenry Advisors, as he shares about the power of cash balance plans. If you're an advisor with business owners who are looking for tax savings, this is a strategy you need to be aware of.

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