Physician Tax Planning
A well balanced financial plan will consider income taxes now, taxes on investments as they grow and how taxes will affect the withdrawal of the asset. Unsuspecting investors often pay unnecessary taxes to the IRS, when they could have given that money to their children or a charity or spent it on a large purchase.
We partner with accounting firms in order to give our clients the most accurate and up to date tax planning strategies. With the complexity and ever changing tax code, it’s imperative to stay current with all IRS codes and regulations.
Tax Planning Resources
Three Tax Strategies for Doctors
Unsuspecting physicians often pay unnecessary taxes to the IRS. A well balanced financial plan will help you implement strategies that reduce your tax burden… Continue reading
Ten Tax Planning Tips for Doctors 2012
When it comes to taxes, most people are busy pulling records together and making appointments with their tax advisors at the last minute. But financial advisors are already focused on 2012 and beyond… Continue reading