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Medical and Dental Professionals

No matter where you are in your professional journey, building a successful practice doesn't mean having to pay more in taxes

Maximize Your Wealth Through Innovation

Navigating the complex financial terrain is a reality for high net worth medical and dental professionals including physicians, doctors, dentists, surgeons, and more. Every major decision—from managing high annual income, selling a practice,  capital asset sales, and future planning—brings its own nuances and headaches.  Some of these challenges include:

  • High Annual Income: Prosperity comes with tax challenges every year.
  • Selling a Practice: A transition that holds both emotional and fiscal implications.
  • Capital Asset Sale: Optimizing gains and reducing liabilities is paramount.
  • Estate/Retirement Planning: Future-planning introduces its own tax complexities.
  • Employee Retention Credit (ERC): sometimes called the Employee Retention Tax Credit or ERTC – is a refundable tax credit for businesses and tax-exempt organizations that had employees and were affected during the COVID-19 pandemic and may apply to your practice.

Enter TaxWealth. With specialized expertise, we guide you through these challenges, ensuring minimized tax burdens.  We’re able to help physicians and doctors like you through specialized strategies that leverage the tax code to minimize your tax burden including:

  • Innovation-Driven Solutions: Using experience and technology, we craft tax strategies tailor-made for medical professionals.
  • Harnessing the Tax Code: Unearth hidden tax opportunities, regardless of your financial challenge.
  • Collaborative Approach: A unified front with your team guarantees best results and holistic care.
  • Maximizing Returns: Benefit from IRS-compliant strategies designed for your specific tax scenario.
  • Second Opinion Tax Diagnosis: Offering a trusted reassessment of your tax strategies, mirroring the second opinions you provide to patients.

At TaxWealth, we comprehend the financial intricacies doctors face, ensuring your tax strategies yield results as commendable as the care you provide.


Second Opinion Tax Diagnosis™

The federal, state and local tax codes are multi-layered and even the best professionals may miss the opportunity to leverage…

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Capital Asset Sale

TaxWealth can help you solve the taxes triggered by the sale of a highly-valued residence, investment property, a closely-held business…

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Retirement and Estate Planning

Planning for retirement and estate planning go hand-in-hand as the need to maximize your income over time is just as…

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Tax Planning

Dental Practice Equity Sale

A dentist wanted to sell his practice, an S-corp, for $1 Million. Without planning, he would have to pay taxes…

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