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Brian Bowen discusses various tax reduction strategies and planning techniques. He explores creative ways individuals have tried to reduce their tax burden, such as unconventional marriages and moving to different states. Brian emphasizes the need for comprehensive exit planning and the consideration of the five Ds (death, disability, divorce, disagreement, and distress) when creating an exit strategy. He also highlight the significance of involving trusted advisors in the planning process.
By Brian Bowen5
22 ratings
Brian Bowen discusses various tax reduction strategies and planning techniques. He explores creative ways individuals have tried to reduce their tax burden, such as unconventional marriages and moving to different states. Brian emphasizes the need for comprehensive exit planning and the consideration of the five Ds (death, disability, divorce, disagreement, and distress) when creating an exit strategy. He also highlight the significance of involving trusted advisors in the planning process.

3,875 Listeners

1,986 Listeners