The Art of Medicine with Dr. Andrew Wilner

Cerebral Tax Advisors: An interview with Founder Alexis Gallati

February 18, 2024 Andrew Wilner, MD Season 1 Episode 105
The Art of Medicine with Dr. Andrew Wilner
Cerebral Tax Advisors: An interview with Founder Alexis Gallati
Show Notes

Many thanks to Alexis Gallati, EA, MBA, MS Tax, CTC, CTP, Founder and Lead Tax Strategist Of Cerebral Tax Advisors, a company that specializes in advising medical professionals on efficient tax strategies that comply with IRS Guidelines. Alexis is also the author of “Advanced Tax Planning for Medical Professionals.”

 

Alexis discussed strategies that physicians can take to optimize the tax code and limit their tax burden. These include putting aside money for retirement income, taking all allowed deductions, and even hiring their children so they can invest in their own IRAs!

 

I didn’t know that one could have a fun chat about taxes, but we did! 

 

Please watch our 25-minute discussion and you may learn how to save money on your taxes!

 

To learn whether you are a good fit to be a client at Cerebral Tax Advisors, go to 

https://www.cerebraltaxadvisors.com/AOM

 

Thanks for watching!

If you enjoy an episode, please share with friends and colleagues. "The Art of Medicine with Dr. Andrew Wilner" is now available on Alexa! Just say, "Play podcast The Art of Medicine with Dr. Andrew Wilner!"

To never miss a program, subscribe at www.andrewwilner.com. You'll learn about new episodes and other interesting programs I host on Medscape.com, ReachMD.com, and RadioMD.com.

Please rate and review each episode.

To contact Dr. Wilner or to join the mailing list: www.andrewwilner.com

To support this program: https://www.patreon.com/andrewwilner

Finally, this production has been made possible in part by support from “The Art of Medicine's” wonderful sponsor, Locumstory.com, a resource where providers can get real, unbiased answers about locum tenens. If you are interested in locum tenens, or considering a new full-time position, please go to Locumstory.com.


Or paste this link into your browser:

...