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Signing bonuses and their tax implications

A signing bonus is a financial incentive that an organization or business offers a prospective employee in order to woo them to join up. It could be given in the form of a one-time major cash paymentRead more

Should I buy a vehicle through my healthcare business?

Buying a vehicle through your business isn’t entirely different from buying one personally. But before you buy a vehicle under your business’s name, there are several factors you must consider.Read more

Step-by-step tutorial of the Mega Backdoor Roth through Fidelity Investments

I am always looking for ways to put more money into my retirement. Chris and I currently have 10 (yes ten!) retirement accounts with a mixture of pre-tax and post-tax accounts. Each account has its oRead more

PPP Loan Forgiveness - Action Steps

The PPP Loan you received is a 2-year loan @ 1% APR in which payments start within 6 months from the funding date. Most borrowers will request the loan forgiveness within that first 6-month period toRead more

Are you getting as much mileage out of your deductions as you could be?

The quickest way to put more money in your pocket is to reduce taxes. But if you’re a savvy taxpayer – or you have an experienced tax preparer on your side – there are a myriad of possibleRead more

Are solar panels a good investment for my home or office?

We recently had a question from a client about solar panels and their potential tax advantages. We’re actually looking into a solar panel system ourselves as we continue with a new house build, soRead more

How to make sure you keep your retirement money

Most people, regardless of how much income they earn, are taught that setting aside money in an employer-sponsored and/or individual retirement account is the best way to ensure that money will beRead more

What is income shifting, and how can it reduce my tax burden?

The ability to create more cash flow from the money you already make is a key step towards building true wealth. One way to accomplish this is through a strategy known as income shifting.  IncomeRead more

What changes does the Secure Act bring? How might physicians be affected?

At the end of 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) act was signed into law, bringing in new changes and adaptations with regards to retirement savings.  On theRead more

Where to start with choosing an entity

Okay, let’s start at the very beginning - what actually is an entity? A business entity is an organization that has been created by one or more people to carry on a trade or business. We’re goingRead more

5 success rules for your S-corp

So you’ve set yourself up as an S-corporation.  As your business grows, it’s great to think about yourself as a separate entity from the business, so you’re not muddying the waters betweenRead more

Tax Tip Tuesday: Passive Income

*this is a transcript taken from our weekly Tax Tip Tuesday videos on Youtube.  You can watch it here. Hey everyone. Welcome to another Tax Tip Tuesday. My name is Alexis Gallati with Cerebral TaxRead more

An introduction to tax planning strategies for medical professionals and physicians.

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Learn more about the Cerebral way of tax planning and how it works for physicians.

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If you pay your own health insurance the MERP is a helpful tax strategy to save in tax. 

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As a medical professional, you received years of education and training in your field of expertise. Yet not one class covered how to run a business, let alone how to manage your personal finances.

It’s exhausting to finally reach a high level of income, only to lose thousands in tax.

This book provides a foundation for basic and advanced tax planning. You’ll read real-life examples of medical professionals who saved big just by using these strategies. You’ll also receive exclusive tax strategy resources to help you get started right away.

We’re not just here to give you back lost tax. We’re here to give you back lost time.

  Discover the best investments for tax savings.

  Learn how to put deductions, write-offs, and
            loopholes to use for you.

  Find the best tax pro for you.