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Dec 7, 2021

Most accountants are historians, they look back on what you’ve done over the last twelve months and report that to the IRS. If you find a “pro-active” accountant they can be worth their weight in gold. In this week’s episode we introduce our listeners to Lloyd Ippolito, CPA, MBA. As a member of Tom Wheelwright’s WealthAbility Network Lloyd helps individuals and business owners implement strategies to lower their tax liability. Join us as Lloyd outlines several opportunities for year-end tax planning that you can put in place TODAY. Additionally, he shares a little about the benefits of being associated with the WealthAbility Network and he discusses his take on the Infinite Banking Strategy. Enjoy this week’s episode.


Contact Lloyd-

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Phone Number: (631) 840-0095


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Nelson Nash documentary

Buy Becoming Your Own Banker by R. Nelson Nash