NAVIGATING TAXES WITH PRECISION with guest CPA, Lloyd Ippolito

Welcome to Physician Wealth Meds, the podcast that delivers the perfect prescription for your financial success. I'm Kevin Sullivan, Wealth Advisor and thrilled to be your host as we delve into the intricate world of wealth management for medical professionals.

Today, we're stepping into a realm where precision is paramount – navigating taxes. Just like a surgeon's skilled hands ensure a flawless procedure, we'll be your guide through the complex landscape of tax planning. Imagine having a reliable compass that directs you through the maze of deductions, credits, and strategies, so you can optimize your financial health.

Join us as we dissect the strategies that not only minimize your tax liability but also maximize your potential for growth.

From understanding the nuances of tax-efficient investments to unraveling the intricacies of tax-deferred accounts, this episode addresses the art of tax optimization......from LLCs, S Corps, Asset Protection, to increased wealth because of it.

Just as doctors diagnose and treat with precision, we'll help you diagnose your financial situation to keep more of what you earn.

So, grab your financial stethoscope and tune in to Physician Wealth Meds – where navigating taxes with precision can begin. Your financial well-being deserves nothing less.

This conversation with CPA Lloyd Ippolito of Master Tax Services, will help clarify and provide some focus.

1.  Have you ever wanted to get your arms around your taxes?
2.  Have you ever wanted to have a tax strategy BEFORE you file your taxes?
3.  Have you ever wondered if this was even possible and to have a solid tax plan that is thought out so much so that you could start building wealth because of it?

Navigating taxes can be daunting at best, however, with the precision that is described by our guest CPA, Lloyd Ippolito, it can help bring clarity to many questions you may have.

There is nothing like knowing where you're going and if you don't know, you need to find out. 

Peace of mind comes with a solid plan that works for you to carry out your financial goals.
These concepts described in this podcast may give you some insights as to how you could fine tune what you're already doing and set a course for your present - and - future!

Other topics covered in the podcast links:
WEALTHABILITY - Tom Wheelright, CPA

Lloyd Ippolito:  203 Rockaway Stream, 1st Floor, Valley Stream, NY  11580

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PODCAST INFO

Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
112 Clinton Ave.
Winslow, ME 04901

Email: kdsullivan@lpl.com
Contact:
NY Office: 716-970-4448
ME: Office: 20-660-6637

Got questions?
Click here for a complimentary discussion or virtual meeting.

For more information on wealth strategies and other concierge services, visit: www.kdsullivanwealthstrategies.com


Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Our guests are not sponsored by or affiliated with LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.