Securing the Scalpel

You Run the Practice. Who's Running the Strategy?

Most physicians, medical professionals, and practice owners spend years mastering their craft — and almost none on the tax and financial machinery behind the practice that pays for it. This education-first session pairs Dr. Sam (Sourav) Saha of Lithos with Rahul Agarwal, CPA, 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, real examples, and a checklist you can take to your own advisors.

What You'll Take Away

Three Sides of a Practice Owner's Strategy

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01 · Entity & Depreciation

The CPA side, in plain English.

With Rahul Agarwal, CPA: how practice entity choices (PC, PLLC, S-corp) shape your tax bill, and how equipment write-offs such as Section 179, bonus depreciation, and cost segregation are commonly used by practice owners to plan ahead.

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02 · Protect the Practice

Liability, staff, and continuity.

The exposures unique to a practice — malpractice-adjacent risk, asset protection, and disability and key-person coverage — plus benefit structures that help retain the staff your practice depends on.

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03 · Build Personal Wealth

Turn practice income into net worth.

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 on your personal balance sheet, too.

The Audience

Who This Seminar Is For

✓ Physicians, dentists, and medical professionals who own or operate a practice
✓ Partners and associates buying into (or building toward) ownership
✓ Solo and group-practice owners carrying real tax and liability exposure
✓ Practice owners thinking about the next hire, the next location, or the eventual exit
✓ Anyone who suspects they're leaving money on the table at tax time

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.

Reserve Your Seat

Free Admission. RSVP Required.

Limited seats. Choose the date and format that work best for you.

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Guests Joining You optional

This information is for educational and follow-up purposes only. Submitting this form does not create a client relationship and does not constitute financial, tax, legal, insurance, investment, real estate, mortgage, or lending advice. A licensed professional will review your request and follow up as appropriate. Email and SMS communications are used only according to the consent selections provided above.

Questions

Frequently Asked Questions

Which dates and formats are available?+

How long is it?+

Is this really free?+

Yes. There is no cost to attend, no purchase required, and no obligation. Lithos hosts this seminar as part of our commitment to financial education for practice owners.

Will you try to sell me something?+

The seminar itself is educational. If you would like to talk about your own situation, you can request a complimentary one-on-one review afterward, where products and services may be discussed. It is entirely your choice, and attending creates no obligation.

Who presents the tax content?+

The entity-structure and depreciation portions are led by Rahul Agarwal, CPA, of Lithos Tax Advisory. The practice-protection and wealth-accumulation portions are led by Dr. Sam (Sourav) Saha and the Lithos advisory team. It's a genuine CPA-plus-advisor conversation.

Do I earn continuing-education (CE) credit?+

This is an educational seminar, not an accredited CE course, so no formal CE credit is offered. It's designed to sharpen how you think about the tax and financial side of practice ownership.

What's the difference between in-person and online?+

Same content, same speakers, same live Q&A. In-person attendees get printed take-home materials and face-to-face conversation; online attendees receive the materials digitally and the Zoom link by email after they RSVP (and again in the reminder an hour before). Choose whichever date and format fits your week.

Can I bring someone?+

Please do — the best decisions get made together. Tell us how many guests are joining you on the form, and after you RSVP you'll be able to send them a personal invitation so they get their own confirmation and reminders.

This seminar is educational. Nothing presented is personalized financial, investment, tax, legal, insurance, real estate, mortgage, lending, or medical advice, and no outcome is guaranteed. Insurance and annuity guarantees are backed solely by the claims-paying ability of the issuing insurer. Attendance carries no obligation. Attendees may request a complimentary review, where products and services may be discussed.

Tax strategies discussed are general in nature; their availability and benefit depend on your entity, income, and state. Review any strategy with your own CPA before acting.