On-Demand Webinars
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At Oakwood Summit, we host exclusive webinars designed to help high-income professionals, business owners, and their advisors uncover advanced strategies to reduce taxes, accelerate retirement wealth, and protect their legacy.
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Browse our featured sessions below to access expert insights
How High-Income Business Owners Can
Legally Redirect Taxes into Retirement Wealth
​Learn how business owners and medical professionals earning $500K+ can leverage defined benefit and cash balance plans to save six figures in taxes each year — while building guaranteed wealth for retirement.
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​How to turn tax payments into retirement contributions
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Who qualifies and how to structure ownership participation
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Why this strategy works best for LLCs, S-Corps, and professional corporations
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Investment and funding considerations
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Case study: medical practice
Navigating Tax Legal & Financial Obstacles
A Wealth Guide for Locum Tenens Providers
Learn how locum tenens and 1099 medical professionals can overcome the hidden tax, legal, and financial obstacles of independent practice — and turn their contractor income into long-term, tax-advantaged wealth.
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Understanding legal entity setup (LLC, S-Corp, or PC) to protect income and qualify for advanced deductions
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How to structure locum income as a business to unlock advanced tax deductions
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The top IRS-approved retirement plans for 1099 physicians to save up to $400K+ pre-tax
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How to avoid common tax pitfalls faced by independent physicians and legally convert taxes into retirement savings
Student Loan Debt Reduction Strategies for Medical Professionals: How to Significantly Reduce Debt and Build Tax-Free Wealth
Do you have six figures of student loan debt?
9 out of 10 people with at least $100,000 in student loan debt are eligible for eliminating or drastically reducing their monthly student loan payment.
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Are you a candidate?
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Have you taken out any student loans from the federal or state government?
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Do you have a minimum of $100,000 in outstanding student loan debt?
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Concerned about how to pay back your student loans?
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Are you currently working? ​
