FAPI Webinar : Registration

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Estate and Tax Planning For Physicians

DATE: April 20th, 2024, Sunday at 12 pm ET

Speakers:
Syed Nishat CFP®, CPFA®, Partner at Wall Street Alliance Group

Keviin. Shah, Financial  Advisor at Wall Street Alliance Group
       As seen in Medscape, Medical Economics, KevinMD, MedPage Today, Forbes

Hosts:

Mahathi Reddy, MD, FAPI President

Topics:

1. Tariffs: How it effects the market
2. Active vs Passive Management
3. Market Outlook
4. Investment Strategies for year 2025
5. Schedule C vs S Corp vs Corp
6. Tax Planning Tips For Physicians
7. Cost Segregation
8. QBI (Qualified Business Income Deduction)
9. State PTE Tax
10. Defined Benefit Plan
11. Charitable Tax Planning such as CLAT, CRUT
12. Understanding Estate and Inheritance Tax
    Strategies to lower Estate Tax
    Spousal Lifetime Access Trust (SLAT)