(626) 568-4020
Pasadena, CA

Estate and Business Planning

 

Business Planning for Physicians

Planning for physicians and other medical professionals requires special consideration. Doctors and dentists have the same pressures running their practices as every other business owner, but they must also deal with special regulatory and asset protection issues. Of course, a good practitioner not only wants to help his or her patients; he or she wants to protect his or her family and preserve his or her wealth! Good planning involves an intersection of many considerations in the financial services world: business planning, exit strategies, investments, estate planning, asset protection planning.

Ms. Copley, the daughter of an M.D., has experience with and sensitivity to these issues.

 

Pursuant to recently-enacted U.S. Treasury Department Regulations, we are now required to advise you that, unless otherwise expressly indicated, any federal tax advice contained in this communication, including attachments and enclosures, is not intended or written to be used, and may not be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matters addressed herein.