PRIME Financial Services

Smart Tax Planning For Doctors

Long hours, tough cases, endless paperwork... and taxes?

Let’s simplify that.

Join our FREE webinar

Smart Tax Planning for Doctors

Wednesday, March 12th.

12:00 PM EST

Zoom Webinar

You’ve spent years mastering your craft—saving lives, comforting families, and making impossible decisions look effortless.
Your time? Priceless. Your impact? Immense.
But when it comes to taxes, it’s a whole new challenge. In fact, 2024 data from the Pew Research Center shows that over half of Americans (53%) struggle with the complexity of the tax system. For high earners like you, the stakes are even higher.
You’ve worked hard to get where you are, and it’s time your wealth works just as hard for you.
Join our FREE webinar, “Smart Tax Planning for Doctors.” In just 45 minutes, you’ll discover strategies to reduce your tax burden, keep more of what you’ve earned, and secure your financial future.

Date

Wednesday, March 12th.

Time

12 PM EST

Location

Zoom Webinar (Link Provided After Registration)​

What You’ll Gain from This Webinar:

1. Choosing the Right Business Structure

Learn how different structures—Sole Proprietorship, LLC, S-Corp, and C-Corp—impact your taxes. Discover how an S-Corp can reduce self-employment taxes with salary + distributions.

2. Maximizing Retirement Contributions

Strategies to lower taxable income with 401(k), SEP IRA, Cash Balance Pension Plans, and Backdoor Roth IRA options for high earners.

3. Tax Deductions for Medical Professionals

Explore valuable deductions: home office, malpractice insurance, CME/conferences, medical equipment, vehicle expenses, and health insurance premiums.

4. Income Splitting & Family Tax Strategies

Shift income to lower tax brackets by hiring family members or paying a spouse for administrative work in your practice.

5. Real Estate & Office Space Strategies

Save on taxes by owning your office space—take advantage of depreciation, mortgage interest deductions, and real estate professional status.

6. Health Savings Accounts (HSA)

Benefit from tax-deductible contributions, tax-free growth, and tax-free withdrawals for medical expenses.

7. Strategic Charitable Giving

Learn how to make tax-efficient donations using Donor-Advised Funds (DAF) and appreciate assets like stocks to avoid capital gains tax.

8. Quarterly Tax Payments & Compliance

Avoid penalties by understanding the importance of estimated quarterly tax payments and how to stay compliant.

9. Live Q&A

Bring your pressing tax questions to our live session and receive personalized advice tailored to your unique needs.

Click the button below to secure a spot for this informative seminar.

If you have any questions, feel free to reach out to us at info@pfseminars.com

Meet Your Host

For over 65 years, PRIME Financial Services has been guiding physicians and the broader medical community through their financial journeys. Our focus on ongoing education and innovative financial strategies helps our clients achieve financial freedom.
Collaborating with esteemed institutions like Yale, Hartford Healthcare, UCONN Health, NYU Langone, and Mount Sinai, we bring extensive experience to support your financial well-being.
Join us to enhance your financial knowledge and make informed decisions for a secure financial future.
We’re more than advisors – we’re your allies in securing your overall financial well-being