Attain Freedom from Unnecessary Taxes
We help dentists and physicians exit their businesses and professional practices – saving them millions.
Paying confiscatory ordinary income & huge capital gains taxes does NOT need to be part of your sale or transition plan. Paying less taxes increases financial security & lowers risk.
We collaborate with all members of your existing advisory team. Our expert team implements safe & proven strategies that stand the test of time.
Fact:
Fact:
Why? There are not enough hours in the day.
Who We Are
We are an expert team providing tax mitigation & exit planning guidance for dentists & physicians nationwide.
You’ve spent a lifetime building your practice. This is likely the most important financial decision you will ever make.
We understand. We will consult, advise, and guide you with IRS codified proven strategies resulting in millions of dollars in tax savings.
You have our word and commitment. When you close the sale of your professional practice, it will be with confidence and the peace of mind that you’ve successfully kept the IRS out of your pocket.
What We Do
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Our advanced tax-planning strategists reduce federal & state income taxes, offer enhanced risk management, increase profits, EBITDA, and often reduce the cost of capital- all of which improves the value of your practice.
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Our legal, accounting, & actuarial specialists assure owners pay less in taxes while retaining more wealth.
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- Nothing is more important to us than your financial security & peace of mind: Our allegiance is 100% to you.
- Our advice is non-biased & time-tested.
- Comprehensive planning is always advised.
- We are colloborative: Great decisions are the by-product of an client’s expert advisiory team.