Medical Professional Resources
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Empowering Medical Professionals with Advanced Retirement & Tax Solutions
Oakwood Summit provides high-value retirement and tax planning solutions to their clients.
Our resources give you everything you need to integrate our advanced strategies into your practice to reduce taxes and increase wealth accumulation.
Tax Advisory Services For Medical Practice Owners
Build a practice that runs profitably, efficiently, and tax-smart. At Oakwood Summit, we collaborate with our strategic partners to provide expert financial services tailored to your needs, including
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Tax planning
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Payroll
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Bookkeeping
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Tax filing
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Wealth building
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Tax resolution
Our experienced team works with individuals and small businesses across the country, offering customized solutions to manage your finances effectively and help you achieve long-term financial success.
The Wealth Guide for Locum Tenens & 1099 Medical Professionals
The Complete Tax, Retirement, and Wealth System for Independent Physicians.
Our comprehensive approach addresses every aspect of your financial life, creating an integrated system designed specifically for the unique challenges and opportunities of a 1099 practice.
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Tax & Business Optimization
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Medical Student Loan Repayment Strategies
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Insurance & Asset Protection
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Retirement & Wealth Design
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Cash Flow & Passive Income
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Estate & Legacy Planning
The Tax Strategy Medical Practice Owners Use To Accumulate Seven Figure Retirement Wealth
For high-earning physicians who started late on retirement savings, there's a powerful solution that combines massive tax savings with accelerated wealth building.
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This isn't a loophole or aggressive tax shelter. It's an IRS-approved retirement plan specifically designed to help business owners and high-income medical professionals catch up on retirement savings while receiving enormous tax benefits.
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