Why is Physician Tax Advice SO Broken?

Physician Family Financial Advisors Podcast

The tax code is so complicated that even doctors–some of the smartest people on the planet–struggle to make sense of it all. And the one person who is supposed to help, your tax preparer, doesn’t seem to care. Join Ben and Nate as they break down the three “tax things” most physicians want and discuss why the average tax preparer won’t give you the one thing you really need: a solid strategy to actually reduce your tax bill

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IN THIS EPISODE

• [2:27] How can physicians be more comfortable with their taxes?
• [5:41] Why aren’t doctors treated fairly with the tax code?
• [6:49] How can this be less complicated, and how can physicians feel good about their actions?
• [8:51] What is tax preparation?
• [10:33] How much tax am I going to owe, and how to avoid a tax penalty?
• [13:05] Why is your CPA or tax preparer not doing tax strategy?
• [19:17] Who should you work with to create a tax strategy?

NOTICE

Physician Family Financial Advisors Inc., a registered investment advisor, has reasonable belief that the information and content as a whole does not include any false or materially misleading statements or omissions of facts regarding services, investments, or client experience. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Information expressed does not take into account the specific situation or objectives of individuals and is not intended as recommendations appropriate for all individuals. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.