JSMUAANA Webinar - Wallstreet Alliance Group

JSMUAANA Webinar

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

Year End Tax & Estate Planning for Physician JSMUAANA Webinar

Please complete the form below to Register.

JOIN US FOR A  WEBINAR

Year End Tax & Estate Planning for Physicians

DATE: Saturday, January 31, 2026 At 12:00 PM, Eastern Time

Speaker:
Keviin Shah, CPFA®, Wealth Manager, Wall Street Alliance Group

Host:

Farrukh Malik, Immediate Past President, JSMUANNA

Topics:

  • CTA and BOI filing must be done before Year-End
  • Important Tax Saving Strategies to implement before Year-End
  • Tax Planning based on changes under Trump Administration
  • Estate Planning: Setting Up Will & Trust
  • Post Election Market Outlook and how you should prepare
  • Importance of Asset Protection for physicians
  • Special Needs Planning

 

Disclosure: JSMUAANA neither endorses Wall Street Alliance Group nor any product. This webinar is being conducted by Wall Street Alliance Group for informational and educational purposes only.

 

 

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