Скачать или смотреть The Strategic Tax Moves for Physicians Before a Windfall

In this episode of the Doctors Eyes Only® podcast, Vestia Personal Wealth Advisors Partner and CEO, Lauren Oschman, CFP®, CDFA®, and Partner and Chief Growth Officer, Kameron Helmuth, CFP®, ChFC®, break down the ideal tax strategies physicians should consider before a major financial windfall.

Whether it’s from a private equity buyout, a real estate sale, a business exit, or an unexpected inheritance, many physicians will face a potential high-stakes liquidity event at some point in their career, and we’ve found that few feel truly prepared when it happens. This episode is your step-by-step guide to preparing before the check hits your account.

You’ll learn how physicians can:
• Anticipate and manage tax liability on practice sales or investment payouts
• Use tools like QSBS, donor-advised funds, and tax loss harvesting to their advantage
• Maximize tax-efficient retirement savings in a windfall year
• Reassess risk and rebalance portfolios strategically after sudden wealth
• Align post-exit planning with core values and long-term goals

Listen now and learn why the right moves made early can protect your wealth, minimize your tax bill, and set the stage for true financial freedom.

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