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Specializing in Healthcare Professionals

 
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THE MDTAXES NETWORK
A wealth of tax and financial information for healthcare professionals

TAX AND FINANCIAL PLANNING SEMINAR - JANUARY 22, 2009

Schwartz & Schwartz, P.C. is pleased to be hosting a Tax and Financial Planning Seminar at the Brookline Holiday Inn (1200 Beacon St, Boston), on Thursday, January 22, 2009, from 6 pm to 9 pm.  This complimentary presentation is on various income tax and financial planning issues applicable to healthcare professionals.

We hope you'll be able to attend.  Below is a list of the professionals who will be speaking at our event:

Click here to RSVP for the seminar.

Speaker

Topic

Firm Name

Telephone # &
Website

Andrew Schwartz, CPA

Moonlighting and Deducting Professional Expenses

Schwartz & Schwartz, P.C.

(781) 938-0045
www.mdtaxes.com

Richard Schwartz, CPA, CVA

Retirement Planning/Tax Law Changes/AMT 

Schwartz & Schwartz, P.C.

(781) 938-0045
www.mdtaxes.com/schwartz

Jason Skolnick

Basic Financial Planning & Investing

First National Corporation

(781) 878-7757
www.fncadvisor.com

Joseph Persichetti

Financing Your Practice & Commercial Property

Bank of America Practice Solutions

(800) 920-1451 www.bankofamerica.com

Robert Cahill Mortgages for Doctors Bank of America Mortgage (978) 759-0204 www.bankofamerica.com
Susan Schwartz CFP Understanding Your Benefits Package At Work Susan Schwartz Financial Planning (781) 938-0045

For more information about the seminar, please give us a call at (800) 471-0045

 


RSVP FORM FOR TAX AND FINANCIAL PLANNING SEMINAR

Name............

Address........

City, State and ZIP.........

E-mail............

Phone (optional) ........

Number Attending ........

Please select one lecture for each of the following sessions:

Session I:

Financing Your Practice & Commercial Property
Understanding Your Benefits Package At Work

Session II:

Retirement Planning/Tax Law Changes/AMT
Mortgages for Doctors In Today's Tough Market

Session III:

Basic Financial Planning
Moonlighting/Deducting Professional Expenses

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