About this Event
Are you a medical professional paying over $100,000 a year in taxes and wondering whether your financial strategy truly reflects your level of success?
You are highly trained, disciplined, and thoughtful in how you run your practice. Your financial and tax strategy should be just as intentional.
Yet many doctors quietly carry unnecessary tax exposure and miss valuable investment opportunities, not because they lack sophistication, but because their financial planning, investing, and tax strategy have never been designed as one cohesive system.
When real estate decisions, retirement planning, banking relationships, and long-term investing are handled separately, even smart, high-earning professionals can leave significant money on the table over time.
This private lunch-and-learn is designed for medical professionals who want their financial strategy to match their intelligence, income, and long-term goals, without complexity, jargon, or sales pressure.
Co-hosted by Cathey Kuo of Elite Commercial Real Estate, the U.S. Bank Business Banking Team and partners at U.S. Bank, and Lisa Jones of Campbell Jones Cohen CPAs, this session brings strategic investing, tax planning, real estate, and financial planning into one coordinated conversation so doctors can see how the pieces fit together.
What You’ll Learn:
How successful doctors think about strategic investing across asset classes, including real estate and long-term portfolios
How financial planning and banking relationships support tax efficiency, investment decisions, and risk management
How commercial real estate ownership can reduce taxable income through depreciation while building equity
When SBA and conventional financing support smarter investing and practice growth decisions
How 401(k)s, profit-sharing, and defined benefit plans fit into a sophisticated tax strategy
Planning considerations for practice growth, succession, and long-term wealth preservation
The most common structural blind spots that cause even savvy doctors to leave meaningful money on the table
This is an education-first discussion, not a sales seminar. The objective is to help doctors align their financial strategy with the level of care, precision, and intention they already bring to their profession.
Lunch will be provided. Seating is intentionally limited to keep the discussion practical and interactive.
Event Venue & Nearby Stays
Campbell Jones Cohen CPAs, 6920 South Cimarron Road, Las Vegas, United States
USD 0.00
