Financial & tax strategies for medical & dental practice owners.
Presented by LITHOS with Rahul Agarwal, CPA · Lithos Tax Advisory
Most physicians and dentists spend years mastering their craft — and almost none on the tax and financial machinery behind the practice that pays for it. This education-first evening pairs Lithos with CPA Rahul Agarwal of Lithos Tax Advisory to walk through the moves practice owners most often miss: entity structure and depreciation on the CPA side; practice liability, key-staff benefits, and personal wealth accumulation on ours. Plain English, no pitch from the stage, and a checklist you can take to your own advisors.
With Rahul Agarwal, CPA: how practice entity choices (PC, PLLC, S-corp) shape your tax bill, and how equipment write-offs like Section 179, bonus depreciation, and cost segregation are commonly used by practice owners to plan ahead.
The exposures unique to a practice — malpractice-adjacent risk, asset protection, and disability/key-person coverage — plus benefit structures that help retain the staff your practice depends on.
How high-earning owners approach retirement plan design, tax-efficient accumulation, and an eventual practice transition or sale — so the value you build in the practice shows up in your personal balance sheet, too.
At Lithos, our mission is to create wealth for families. Through layered planning and a team of trusted professionals, we provide comprehensive insurance, wealth, tax, and real estate solutions that empower clients across the country to protect what matters today and build lasting legacies for tomorrow.
Limited seats. Complete the form below to reserve.