On-Demand Webinars
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.
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.
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?
