Physicians today face many challenges related to their profession. Some of the challenges they face can impact their business and some even affect personal financial and tax planning. The recent passage of the American Tax Payer Relief Act of 2012 has increased the need for planning and advice for those who will see their tax rates rise.
Being a physician requires a comprehensive approach to financial and tax planning, particularly when it comes to linking employer-sponsored retirement benefits with individual planning considerations and investment allocation decisions. Our Key Private Banking wealth management professionals share their insights on retirement and tax strategies for hospital-based physicians.Download PDF