Alexis Gallati on Year Round Tax Planning

“Always plan ahead. It wasn’t raining when Noah built the ark.” When is planning a bad idea? I say never, and my guest today agrees. She’s an accountant and tax advisor to doctors and dentists. She’ll tell us why tax planning is such a critically important exercise to go through.
Alexis E. Gallati is the founder and Lead Tax Strategist at Cerebral Tax Advisors and Cerebral Wealth Academy, and she’s 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 she 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.
In this episode Carl White and Alexis Gallati discuss:
• Why tax planning is a valuable exercise
• What good tax planning looks like
• Common tax savings she finds that other accountants seem to miss
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Connect with Alexis Gallati
Resources from Cerebral Tax Advisors: www.cerebralta...
Cerebral Tax Advisors Facebook: / cerebraltax
Cerebral Wealth Academy Facebook: / cerebralwealthacademy UA-cam: / @cerebralwealthacademy
Personal LinkedIn: / alexis-gallati
Connect with Carl White
Website: www.marketvisor...
Email: [e-mail]
Facebook: / marketvisorygroup
UA-cam: / @marketvisorygroup3082
LinkedIn: / healthcaremktg