AAPI DI Chapter Webinar: Join us for Webinar - Wallstreet Alliance Group

AAPI DI Chapter Webinar: Join us for Webinar

Please complete the form below to register and an invitation will be sent out to you.

AAPI DI Chapter Webinar

Please complete the form below to Register.

Estate Planning and Tax Saving Strategies for Physicians

DATE: September 23rd, 2023, Saturday at 3:30 pm CST

Speaker:
Syed Nishat, Partner at Wall Street Alliance Group
       As seen in Medscape, Medical Economics, KevinMD, MedPage Today, Forbes

Hosts:

Pradeep Reddy MD, AAPI DI Chapter

Topics:

  • 2023 Tax Planning Tips
  • Charitable Tax Planning
  • Cost Segregation for Depreciation of Real Estate
  • SECURE ACT 2.0
  • ROTH conversion and Back Door ROTH IRA
  • Revocable vs Irrevocable Trust
  • Estate Tax Exemption Changes after year 2025
  • Mistakes Physicians make during Estate Planning
  • What is Estate and Inheritance Tax and how does it work?
  • How to lower Estate Tax?
  • Spousal Lifetime Access Trust (SLAT)

 

 

 

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