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Tax Mitigation Strategies for Doctors

Roth Conversion Strategies​ Direct Indexing​ Oil and Gas Investments: Intangible Drilling Tax Credit​ S-Corp Elections for 1099 Income​ Tax-Efficient Portfolio Management​ Opportunity Zones​ 1031 Exchanges​ Written by: Randy Larson, J.D., LL.M. and Jon Lester   Over and over again

By Randy Larson
June 5, 2024

Some questions

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135 West Adams Avenue
Kirkwood, MO 63122
  • 314.898.4025
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Services For Physicians
  • Estate & Asset Planning
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  • Retirement Planning
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  • Employee Benefits Planning
Who We Serve
  • Physicians
  • Medical Residents
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  • High-Net Worth Accredited Investor
Wealth Management Services
  • Financial Planning
  • Tax Planning and Strategy
  • Investment Planning
  • Insurance Planning
  • Debt and Loan Management
  • Estate and Asset Planning
  • Retirement Planning
  • Student Loan Debt Management
  • Accelerated Depreciation
  • 1031 Exchange
  • Alternative Investments
  • Opportunity Zone
  • Asset Protection
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Securities offered through Great Point Capital, LLC; member FINRA/SIPC/IEX. Advisory services are offered through 25 Financial, a Securities and Exchange Commission Registered Investment Advisor. Great Point Capital, LLC and 25 Financial are separately owned and unaffiliated entities.