Tax Reduction Strategies for MD’s: Tax Credits
Tax Reduction Strategies Series The third installment in our series of steps physicians can take to reduce thier tax burden is to employ tax credits. Strategy 3: Look for Tax Credits
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Visit our BlogTax Reduction Strategies for MD’s: Part II
Tax Reduction Strategy Series – Part II We continue our series on three key steps physicians can take to reduce thier tax burden with today’s focus on Tax Deductions. Strategy 2: Increase Your Deductions The biggest reason most people pay more taxes than is necessary is their failure to capture all of the tax deductions … Read more
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Tax Reduction Strategies Series While tax season seems to have just ended, tax planning should be a year-round event for high earning physicians. Your focus should be on the three key ways to minimize your tax burden – Income Reduction, Tax Deductions and Tax Credits. This series will discuss each of the focal points, starting … Read more
Read The ArticleTaxes, Job Search and Malpractice Insurance Premiums
New Tax Legislation: How does it affect physicians? The American Taxpayer Relief Act of 2012 was signed into law on January 2, 2012. It includes new tax rates, restrictions on itemized deductions and exemptions, and extensions of certain deductions and credits. This act affects physicians the same way it affects others who make salaries approaching … Read more
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It’s never too early to start planning for retirement. As a physician, you endure more years of school and training than folks in almost any other profession. That means that by the time you start working, you’re already behind in terms of retirement savings. So how do you catch up? What’s the best way to … Read more
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How It Works We start with an in-depth financial assessment to understand your unique wealth profile, goals, and challenges. Our team of financial advisors, tax strategists, and legal experts collaborates to develop personalized solutions, including investment optimization, asset protection, and estate planning. We proactively monitor and adjust your plan, ensuring your wealth is protected and … Read more
Read The ArticleWills, Trusts, POA
How It Works We start by understanding your financial goals, family dynamics, and long-term legacy objectives. Our legal and financial experts then draft precise, customized documents to ensure your assets are managed, protected, and distributed according to your wishes. We coordinate with your advisors to integrate these plans into your broader financial strategy, ensuring full … Read more
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How It Works We begin with a retirement goals assessment, identifying your target income, timeline, and lifestyle needs. Our team then designs a tax-efficient investment strategy, leveraging accounts like 401(k)s, IRAs, and Roth conversions to maximize savings. We focus on portfolio diversification, incorporating stocks, bonds, and alternative investments to balance growth and risk based on … Read more
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How It Works We start with a consultation to understand your goals, risk tolerance, and investment timeline. Next, we evaluate opportunities across alternative assets, such as private equity, venture capital, hedge funds, real estate syndications, and commodities. Our experts conduct in-depth due diligence to ensure each investment aligns with your financial objectives. Once the strategy … Read more
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How It Works Our process begins with a comprehensive financial assessment to understand your current situation and goals. We develop personalized plans that address key areas like loan repayment, budgeting, investing, and tax efficiency. Whether you’re tackling student debt, growing your practice’s finances, or planning for retirement, our advisors work with you to implement and … Read more
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