Doctors Eyes Only

A Physician's Guide: Save on Taxes Now, Build Wealth For Later


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Welcome to the Doctors Eyes Only podcast, where this week we are continuing right where we left off in our last episode, “Doctors & The New Tax Bill: What Actually Changes?” In that conversation, Vestia Partner and CEO Lauren Oschman, CFP®, CDFP®, and Partner and Chief Growth Officer Kameron Helmuth, CFP®, ChFC®, reviewed key highlights of the OBBBA tax legislation and how those changes could impact physicians. This week, after a brief introduction from Lauren, Kameron takes a deeper dive into one of the most physician-relevant areas of the law: depreciation strategies.


He walks through the return of 100 percent bonus depreciation, how cost segregation studies can support more precise tax planning, and when physicians might consider using these tools. The conversation is especially helpful for private practice owners, real estate investors, and physicians seeking to manage taxable income while aligning financial decisions with long-term goals.

 

Subscribe to Doctors Eyes Only on your favorite podcast app or on YouTube to stay up to date on financial strategies built specifically for physicians.

 

Keywords: financial planning for physicians, private equity for doctors, physician retirement planning, financial planning for women physicians, tax planning for doctors, bonus depreciation, cost segregation, wealth management for doctors.

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Doctors Eyes OnlyBy Vestia Personal Wealth Advisors, with Partner and CEO Lauren Oschman CFP®

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