Why Your Accountant Hasn't Told You About Life Insurance with Greg Rozdeba
Your accountant is great at what they do. So why have they never mentioned corporate-owned life insurance — or the tax strategies that come with it?
In this episode, Martin sits down with Greg Rozdeba, Co-Founder & CEO of Dundas Wealth, to explain why these strategies rarely come up with your accountant — and it's not what you'd think. It's a scope issue, not a competence one: licensing, time, and specialization keep most CPAs out of the insurance side, even when there's real money on the line.
What we cover: • Why "my accountant would have told me" is usually the wrong assumption • The real…
The skinny
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