003 | Level Up You Tax Planning: In-Depth with Level 1 Tax Expert Walt Dallas

Are you maximizing the potential of business development corporations, retirement plans, and stock ownership in your financial strategy?

In this episode, we take a look at how these can help you build a solid financial foundation.

Joining us for the discussion is Level 1 tax expert, Walt Dallas. Walt’s areas of expertise span income tax planning, estate tax planning, business succession planning, trust administration, estates, probate, estate planning, corporations, partnerships, limited liability companies, asset protection, and tax litigation.

Tune in to empower your tax planning and embark on a journey towards financial empowerment. 

Key takeaways: 
• Business development corporations 
• Retirement plans and stock ownership 
• Audit defense 

Resources: 

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Credits:

Sponsored by Vital Wealth

Music by Cephas

Produced by BrightBell Creative

Research and copywriting by Victoria O'Brien