Ep. 047 - Physician-Specific and Small Business Tax Advisors Make All The Difference - Alexis Gallati of Cerebral Tax Advisors

In our conversation with Alexis Gallati, owner of Cerebral Tax Advisors, she uncovered what makes using a physician-specific and small business-oriented tax planning strategy one of the most advantageous financial decisions you could make this year. She grew up in a family of physicians, as her father is a neurologist, and her husband is a neurosurgeon. She understands the tax exposure that only physicians with multiple sources of income face, and how small business owners have an advantage to different tax credits, deductions, and strategies based on how income is sourced.

You'll be well educated in this episode of how Alexis and her team strive to create a white-glove experience for each and every client, as she only takes limited new clients each year. She's well versed in some of the solutions I also add as part of my planning practice, so she really knows her stuff! Please give this episode a listen and reach out to her or me for your next planning conversation.Alexis's website: www.cerebraltaxadvisors.comSchedule a meeting: www.cerebraltaxadvisors.com/contact