On today's episode, Dr. Mark Costes is joined by Alexis Gallati, founder of Cerebral Tax Advisors and author of Advanced Tax Planning for Medical Professionals. Alexis brings a wealth of knowledge on proactive, high-level tax strategies tailored specifically for medical and dental professionals. The conversation covers everything from tax-saving tactics for W2 earners like short-term rentals and oil & gas investments, to advanced planning opportunities for business owners, including entity structuring, paying your children, and maximizing retirement contributions through backdoor and mega backdoor Roths. Alexis also shares personal insights on being married to a neurosurgeon and how that inspired her mission to protect high-income professionals from bad financial advice. Whether you're looking to save more on taxes or make smarter long-term financial decisions, this episode is packed with practical gems. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://www.cerebraltaxadvisors.com/bigbill https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related