Pt. 2 - Advanced Tax Strategies Every Physician Should Know

Physicians, Practice Owners, Specialists, and Practice Administrators are invited to this complimentary 3-part series in partnership with Focus CPA


 Event Date

August 27, 2026

Early Bird Discount Deadline

Thursday, August 27, 2026

Registration Deadline

Thursday, August 27, 2026



PT. 2 - ADVANCED TAX STRATEGIES EVERY PHYSICIAN SHOULD KNOW

Thursday, August 26, 2026; 6:00pm-7:30pm (PST)
Location:  Providence St. Mary Medical Center Administration Building, 16071 Kasota Rd., Apple Valley, CA  92307

DOWNLOAD FLYER HERE

This 3-part in person tax strategies that build wealth, protect income and maximize your practice series is designed for physicians in independent practice, physician partners, medical practice owners, high-income W-2 physicians, specialists, and practice administrators.

In session 2 we will explore practical tax strategies physicians can use to reduce taxable income, keep more of what they earn, and build long-term wealth.

Presenter:

  • Amit Chandel, Chief Tax Strategist, Focus CPA/SWAT Advisors
  • Raquel Naranjo, JD, Financial Planner, Focus CPA/SWAT Advisors
  • Alfred Valencia, Financial Planner, Focus CPA/SWAT Advisors

Light snacks and beverages will be served.


Registration Fees

Price Description Amount
Component Medical Society Members $0.00
Guest(s) $0.00
Physician Non-Member $0.00
Physician Non-Member Staff $0.00
SBCMS Member $0.00
SBCMS Member's Staff $0.00

Available Functions

  Would you be interested in being automatically registered for one of the other sessions?
  Pt. 3 - Building Generational Wealth Through Tax-Efficient Planning
Time: Thursday, September 24, 2026; 6:00pm-7:30pm (PST)
Location: San Antonio Regional Hospital West Wing Conference Room
999 San Bernardino Rd.
Upland, CA 91786

Speakers

Speaker Organization Sessions
James Muir UnisLink
Tenille Mayle UnisLink

Sponsors

Location Information

Providence St. Mary Medical Center Admin Bldg.
16071 Kasota Rd
Apple Valley, CA 92307

Get directions

Continuing Education