AAPI Webinar : Join us for Webinar - Wallstreet Alliance Group

AAPI Webinar : Join us for Webinar

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AAPI Webinar : Join us for Webinar (AAPI)

Please complete the form below to Register.

Investment, Tax & Estate Planning for Physicians

DATE: May 15th, 2024, Wednesday, 8 pm ET​

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

Hosts:

Anjana Samadder MD, AAPI President

Topics:

  • 2024 Market Outlook
  • 2024 Tax Planning Tips
  • Revocable vs Irrevocable Trust
  • Estate Tax Exemption Changes after year 2025
  • ROTH conversion and Back Door ROTH IRA
  • 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)

 

 

 

Disclosure for Five Star, Thrive & FT, ThinkAdvisor, Investment News, Forbes 

 

 

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