Advanced Tax Planning Webinar Series

Fall Tax Planning
Webinar Series

for Physicians and High-Income Business Owners

Presented by

0
Webinar Sessions

Begins November 7th at
12:00PM PST

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One hour of discussion and up to one hour of Q&A

Don’t Miss Out, Sign Up NOW!

Six Webinar Sessions:

Entity Structuring & Income Splitting: Using Entities to Lower Effective Rates
The #1 tax structure for your business
Using C-Corporations for a lower tax rate and upstreaming
Compensation strategies for spouse and children
Income splitting strategies for business owners
Effective structures to lower your marginal tax bracket
Retirement Planning: Structuring Plans for Maximum Tax Deferral
Strategies for maximizing defined benefit plan contributions
How to structure a Mega Backdoor Roth for tax-free retirement
Spouse retirement options for the self-employed
How to determine the best retirement structure for you
Tips for combining plans and staying compliant
Medical, Health & Fringe Benefits: Top Benefit Structures
Using a Section 105 plan for tax-free health care reimbursements
The best way to structure fringe benefit plans and defined compensation plans
The best entity structures for fringe benefits and health insurance
Allocation methods to maximize tax deductions
401h and VEBA plan strategies
Real Estate, Investments & Insurance: Tax Efficient Investment Strategies
Top real estate tax planning ideas
How to use real estate losses to offset ordinary income
Determining which investments are best for different tax structures
Using insurance effectively for tax sheltering
Our favorite tax-free investment strategies
Using Opportunity Zones for capital gains deferrals
Maximizing Deductions & Credits: Top Tax Credit & Deduction Strategies
How physicians and IT professionals can utilize R&D tax credits
Tax credit strategies tied to income splitting
Tax planning with conservation easements
Understanding and implementing the Augusta Rule
Section 199 planning
Special Structures: Designing Other Effective Tax & Estate Structures
Structuring a 529 plan for a tax-free Roth conversion
Captive insurance strategies for maximum tax deduction
Estate planning in anticipation of 2026
Using trusts to lower estate taxes
Charitable and gifting strategies
Emparion, LLC does not provide legal, investment or tax advice. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact financial results. Emparion cannot guarantee that the information herein is accurate, complete, or timely. Emparion makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Please consult an attorney or tax professional regarding your specific situation.