Practice Smart Medicine & Smarter Tax Planning
Our tax mitigation strategies help physician partners reduce tax burdens, build wealth, and prepare for practice transitions.
Key Challenges Physicians Face
High-income taxes with few deductions
Unused opportunities to a depreciation on medical buildings
Lack of integration between practice equity and retirement planning
Our Strategic Approach
Cost Segregation on medical real estate & improvements
Advanced income deferral via tax method change (TPTM)
Premium-financed retirement plans that mirror your income needs
Entity structure analysis for succession or group buyout
Practice Results
Dermatology Group:
$2.2M
tax reduction in year one
Dental Partners:
Integrated plan yielding
$500K
tax-free income in retirement
Ambulatory Surgery Center:
$3.7M
depreciation strategy + PAD savings
Practice Ready. Retirement Ready.
Tax-efficient compensation strategy
Practice-to-personal income bridge
Tax-free legacy tools for family and heirs