may, 2015

06may6:00 pmEducational Event: Financial Planning for Physicians

Event Details

New retirement and estate planning strategies physicians need to know about in 2015!

Estate Planning:
Learn about the President’s 2016 budget proposal that reduces the Estate Tax Exemption from $5.43 Million to $3.5 Million and the lifetime gift exemption from $5.43 Million to $1.0 Million, and the steps you can take now to protect your assets.

Tax Minimization:
Your IRAs represent your highest taxable assets (up to 70% income and estate taxes). Learn how to effectively structure your retirement accounts to save you and your heirs from paying unnecessary taxes. This may be something your tax preparer may not be aware of.

Asset Protection:
Learn how Family Limited Partnerships, LLCs, and Children’s Trusts can protect you and your family from malpractice, lawsuits, and divorce.

Charitable Giving:
Learn how Charitable Trusts and Private Family Foundations can substantially reduce your income taxes by up to 50%, and avoid estate taxes, all while leaving a legacy to your favorite charities.

Market Volatility:
Learn about safe money options that provide upside potential while protecting your principal.

If you are interested in attending, please use the contact us form to let our office know!



(Wednesday) 6:00 pm


Seasons 52

3 Oak Brook Center Oak Brook, Illinois 60523

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