Upcoming Events

Tax reform is complex and has been exacerbated by constant new legislation to overcome the many hurdles of 2020. Do you know how it affects you?  As a medical professional your time and money are valuable. It is our top priority to address all risks that may not have been addressed and fill any gaps in your financial planning. This webinar will walk through the most effective tax strategies for your practice. We will demonstrate our process of achieving maximum tax reductions that incorporate new tax reforms such as the Tax and Jobs Act, SECURE Act, and CARES Act. To keep up with the consistent change, it is critical to have a team of advisors managing your balance sheet to optimize the protection and growth of your financial assets. You deserve advisors who understand how to navigate the complexity of our current environment and how it affects your practice. We are here to help.