The Ideal Tax Moves for Physicians Before a Windfall

In this episode of the Doctors Eyes Only® podcast, Vestia Personal Wealth Advisors Partner and CEO, Lauren Oschman, CFP®, CDFA®, and Partner and Chief Growth Officer, Kameron Helmuth, CFP®, ChFC®, break down the ideal tax strategies physicians should consider before a major financial windfall.Whether it’s from a private equity buyout, a real estate sale, a business exit, or an unexpected inheritance, many physicians will face a potential high-stakes liquidity event at some point in their career, and we’ve found that few feel truly prepared when it happens. This episode is your step-by-step guide to preparing before the check hits your account.You’ll learn how physicians can:• Anticipate and manage tax liability on practice sales or investment payouts• Use tools like QSBS, donor-advised funds, and tax loss harvesting to their advantage• Maximize tax-efficient retirement savings in a windfall year• Reassess risk and rebalance portfolios strategically after sudden wealth• Align post-exit planning with core values and long-term goalsListen now and learn why the right moves made early can protect your wealth, minimize your tax bill, and set the stage for true financial freedom.#physicianfinance #TaxPlanningForDoctors #Taxes #physicians #FinancialPlanningForPhysicians #podcast