Tax Planning for Orthopedic Surgeons: Let’s Get Started

Answer a few quick questions to uncover ways to reduce your tax liability and protect your income.

Which of the following best describes your current tax and financial situation? *

I own or co-own a practice

I’m an independent contractor (1099)

I’m an employee (W-2) of a practice or hospital

A mix of W-2 and 1099 income

What are your biggest tax planning goals right now? *

Reduce my annual tax bill

Set up a tax-advantaged retirement plan (e.g., Cash Balance or Defined Benefit)

Protect assets from liability or over-taxation

Optimize my practice structure for tax efficiency

Congratulations! You qualify for a complimentary consultation with a Tax Planning Advisor.

Are you currently working with a tax advisor or CPA? *

Yes, but I’d like a second opinion

Yes, but I’m looking for more advanced tax planning support

No, I’m just starting to look for tax help

Not sure / Prefer not to say

Please enter your contact details so an Advisor can provide your tailored planning solutions.

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