ACEP Affinity Partner, My Financial Coach, invites you to explore tax strategies for healthcare leaders in both nonprofit and for-profit organizations: maximize retirement contributions, leverage donor-advised funds, charitable strategies, Roth conversions, HSAs, and more.

• Why asset location is more important than asset allocation
• How to convert your tax deferred retirement plans to tax free retirement distributions
• How to minimize taxes for 1099s or employees
• The right business structure for 1099 contractors
• How to reduce or eliminate RMD
• Deductions your CPA overlooked
• Why if you are paying more than 25% in taxes, you’re paying too much

Speakers: William L. MacDonald