Opportunities for Year End Tax Planning

Part 1 of 2 of our interview with Lloyd Loppolito:

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:

Phone Number: (631) 840-0095

Schedule your 15-minute call
with Anthony or Cameron.