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Podcast: Wealth Formula Podcast
Episode: 402: Investing with Benefits: Real Stories from Wealth Formula Nation
Description: As the end of the year approaches, many of us are thinking about ways to mitigate our tax liability for 2023. Unfortunately, this year there is not a whole lot in terms of options. The IRS has clamped down on syndicated conservation easements and anything resembling it. If you are being talked into something like that, I would suggest you be very careful. Anyone selling them at this point is not looking out for your welfare. Similarly, although captive insurance is a legal right of every American, the IRS has made it its mission to audit them. It's almost as if...