Episode Details

In this episode, Barbara and Alexis discuss:
*Why proactive tax planning throughout the year is more beneficial than reactive approaches.
*How utilizing health savings accounts can provide tax benefits
*The advantages of shifting income to rental LLCs for minimizing taxes.

Key Takeaways:
“Leaving a legacy as well as helps save taxes on your part.” – Alexis Gallati.

Connect with Alexis Gallati:
Website: https://www.cerebraltaxadvisors.com/
LinkedIn: https://www.linkedin.com/in/alexis-gallati/
Instagram:
YouTube: https://www.youtube.com/channel/UCZ-pRbWDIlMckci5KZpsX0Q
Twitter: https://www.twitter.com/CerebralTax
Facebook: https://www.facebook.com/cerebraltax

Connect with Barbara Hales:

Twitter:   https://twitter.com/DrBarbaraHales
Facebook:   https/www.facebook.com/theMedicalStrategist
Business Website: https://www.TheMedicalStrategist.com
Email:   halesgangb@aol.com

YouTube: https://www.Youtube.com/TheMedicalStrategist
LinkedIn: https://www.linkedin.com/in/barbarahales

Books:
Content Copy Made Easy
14 Tactics to Triple Sales
Power to the Patient: The Medical Strategist

TRANSCRIPTION (152)

Welcome to the Marketing Tips for Doctors podcast, where you’ll discover the secrets to attracting more patients ready to schedule their first appointments and grow your practice, without spending hours away from your practice or home. Learn how to boost your online presence, and develop a strong rapport with each patient to increase compliance, while adding value and growing revenue.

Here’s your host, Dr. Barbara Hales, America’s leading medical strategist.

Dr. Barbara Hales: I’m so happy to welcome you back from hiatus. After a brief time away, we’ve diligently worked on new episodes for you. And so we start with today, and we plan on having some great episodes for you in the future and struggling with this one. So, we welcome you back today. Thank you.

Welcome to another episode of Marketing Tips for Doctors. I’m your host, Dr. Barbara Hales.

Today we have with us Alexis Gallati. She’s the founder and lead tax strategist at Cerebral Tax Advisors, Cerebral Wealth Academy, and the author of the book Advanced Tax Planning for Medical Professionals. She has over 20 years of experience in high-level strategic tax planning and multi-state tax preparation and has trained at the highest level, holding two master’s degrees. Alexis grew up in a family of physicians and is married to a private practice physician. That’s why she understands how hard medical professionals work to get where they are, and why she provides simple and accessible tax solutions tailored to busy physicians.

Welcome to the show, Alexis.

Alexis Gallati: Thank you, Barbara. I’m excited to be here.

Dr. Barbara Hales: What inspired you to focus on tax planning specifically for medical professionals?

Alexis Gallati: Yeah, well, as you mentioned in your intro, my husband is a physician, and we met the second week of college. When he went to medical school, I went to graduate school. And, of course, his schooling—between medical school and residency—is much longer than mine. So, when I saw the writing on the wall as he was finishing up his residency in Rochester, New York, as a neurosurgeon, I saw that would be hitting a really big tax bracket. And so, I wanted to know why Warren Buffett and the Bill Gates of the world were in that lo