- Revenue Cycle Management
- COVID-19
- Reimbursement
- Diabetes Awareness Month
- Risk Management
- Patient Retention
- Staffing
- Medical Economics® 100th Anniversary
- Coding and documentation
- Business of Endocrinology
- Telehealth
- Physicians Financial News
- Cybersecurity
- Cardiovascular Clinical Consult
- Locum Tenens, brought to you by LocumLife®
- Weight Management
- Business of Women's Health
- Practice Efficiency
- Finance and Wealth
- EHRs
- Remote Patient Monitoring
- Sponsored Webinars
- Medical Technology
- Billing and collections
- Acute Pain Management
- Exclusive Content
- Value-based Care
- Business of Pediatrics
- Concierge Medicine 2.0 by Castle Connolly Private Health Partners
- Practice Growth
- Concierge Medicine
- Business of Cardiology
- Implementing the Topcon Ocular Telehealth Platform
- Malpractice
- Influenza
- Sexual Health
- Chronic Conditions
- Technology
- Legal and Policy
- Money
- Opinion
- Vaccines
- Practice Management
- Patient Relations
- Careers
Protect Your Assets: Tax and Estate Planning Strategies
Medical professionals have unique financial needs. Join wealth advisor Todd Peters, CFA, for a session that offers practical insights to build, protect and preserve your wealth. Gain actionable ideas for reducing taxes and explore estate planning strategies tailored to your specialized needs. Stay ahead of potential tax code changes and take control of your financial future.
EP: 1.The Medical Malpractice Market: What MPL Consumers Need to Know and Understand
EP: 2.Protect Your Assets: Tax and Estate Planning Strategies
EP: 3.Creating a Practice Culture of Self-Care, Prevention and Well-being
EP: 4.The Changing Alzheimer’s Treatment Landscape - how to prepare your practice
As a physician or medical professional, you have unique needs when it comes to building wealth, protecting your assets and preserving your legacy.
This valuable presentation by wealth advisor Todd Peters, CFA, Partner at Adviser Investments, offers education, guidance and advice to help you achieve your goals. You will get actionable ideas on how to potentially reduce your taxes plus estate planning strategies that can help you safeguard your assets and legacy.
Learning Objectives
- Potential tax code changes that could have a significant impact on you.
- Advanced tax strategies to potentially reduce your burden.
- Estate planning strategies designed for your specialized needs.
Adviser Investments: Tax, legal and insurance information contained herein is general in nature and provided for informational purposes only. Always consult a professional regarding your specific situation. Our statements and opinions are subject to change without notice. All investments carry risk of loss and there is no guarantee that investment objectives will be achieved.
