Tax Efficient Wealth Building for Physicians
FREE In-Person Session for Physicians & Healthcare Professionals
Event Date
August 20, 2025
Registration Deadline
Wednesday, August 20, 2025
Tax Efficient Wealth Building for Physicians: Tax Minimization, Recapture, and Smarter Paths to Building Wealth
Wednesday, August 20, 2025 | 6:00pm-7:15pm PST
San Antonio Regional Medical Center West Wing Conference Room 1
999 San Bernardino Rd., Upland, CA 91786
All physicians and healthcare professionals are invited to this FREE in-person educational session.
It’s time for you to develop a more successful relationship with taxes to increase (“recapture”) revenues instead of leaking your hard earned income.
Session will focus on the following objectives:
- Maximizing contributions by utilizing 401(k), 403(b), and IRAs to reduce taxable income and grow wealth tax-deferred.
- Manage asset allocation more effectively -spread investments to manage risk and enhance returns for your year end position.
- Develop a game plan based on being a self-employed physician or part of a group practice strategy.
Presenters:
- Amit Chandel, Chief Tax Strategist, Focus CPA/SWAT Advisors
- Raquel Naranjo, JD, Financial Planner, SWAT Advisors
- Alfred Valencia, CExP, Wealth Management Advisor, SWAT Advisors
Registration Fees
| Price Description | Amount |
|---|---|
| CMS Staff | $0.00 |
| Component Medical Society Members | $0.00 |
| Phyisican Non-Members & Staff | $0.00 |
| SBCMS Members & Staff | $0.00 |
Available Functions
Speakers
| Speaker | Organization | Sessions |
|---|
Sponsors
Location Information
San Antonio Regional Hospital West Wing Conf. Rm.999 San Bernardino Rd
Uplanda, CA 91786