The Doctor’s 4-Week Guide to Smart Tax Planning:

Actionable Strategies for Side Gigs and Locum Tenens to Boost Savings!

Registration Opens

September 1st, 2024 at 12am EST

 Use The Strategies of a Tax Expert with 20+ Years of Experience

Hi! I’m Alexis Gallati, founder of Cerebral Tax Advisors.

When I saw the first FOUR MONTHS of my husband's paychecks going to taxes, I knew something had to change for healthcare professionals and business owners.

...It was like he had worked a third of the year without being paid! 

And this is the reality for too many healthcare professionals…

Because they don’t receive ANY education when it comes to running their own businesses (or even just their personal finances.)

The minimal tax advice they get is reactive, rather than proactive - and with no solid plan in place, they end up paying an unnecessary amount in taxes.

I’ve been in the tax industry for over 20 years, and I’ve been trained at the highest level, holding two master’s degrees, one in Business Administration and the other in Taxation. 

I serve as an Enrolled Agent, an NTPI Fellow, and a Certified Tax Strategist, and I’m experienced and educated not only on how to stay compliant with the IRS and states, but also on the various tax strategies available to help taxpayers keep more of what they earn!

I’m now a leading tax strategist for medical professionals, and my goal is to help them save more of their hard-earned income. 

Why did I decide to specialize in healthcare professionals? Because my husband is a neurosurgeon! 

And by the time I realized he was literally working for free 4 months of the year, he was already at the tail end of his residency. 

Most physicians, locum tenen, and independent healthcare providers make a huge mistake by using non-specialized tax services, which give reactive advice, rather than outline a proactive PLAN for future tax savings.

 

We knew that once my husband left residency, we’d be moving up several tax brackets, and we weren’t ready to see that hard-earned money taken away. 

He’d invested too much time, money, and energy into his career to have such a big chunk of his earnings go straight to taxes.

See, with income from independent contracting, you have a LOT more to wrap your head around than a W-2 employee. 

And this isn’t just about your income…it’s about your ENTIRE business. 

Things like choosing the proper entity, maintaining it, and determining reasonable compensation are all things that could make or break you when tax season rolls around. 

But if all of this is ringing a bell, and you have an inkling that you’re doing something wrong…

You’re probably wondering how you even begin to start educating yourself and setting up your business properly.

Not only is my husband a neurosurgeon, but my father’s also a physician, and seeing these two smart and hardworking individuals pay a large chunk of their earnings to taxes made me realize that there just aren’t enough tax education resources out there for independent contractor physicians! 

I hear the same stories from my clients almost every day, and see 1099 healthcare workers fall victim to the same tax traps over and over again.   

That’s why I created a course specifically for locum tenen physicians, practice owners, and healthcare providers with side gigs to create proactive plans for themselves in just 4 weeks, and start keeping more of what they earn!

My goal with this course is to educate you in a straightforward, easy, and efficient manner that will cut through a lot of the noise from your non-specialized advisors, your friends, the Internet, and late-night TV.

Everything in this course is exactly what I’ve used to help my husband make a more robust take-home pay for our family.

So I’m not going to give you fluff; I’m going to give you a straight line to knowing your options, understanding the pros and cons of those options, and building a tax plan for your business that will ultimately save you money. 

My team and I are looking forward to serving you with the actionable strategies found inside the “Doctor’s 4-Week Guide to Smart Tax Planning.”

Sincerely,

Alexis Gallati

As Featured In The Prudent Plastic Surgeon!

Dr. Jordan Frey has taken a deep dive into The Doctor’s 4-Week Guide to Smart Tax Planning and shared his thoughts on The Prudent Plastic Surgeon.

In his review, he details his personal journey through the course, week-by-week, emphasizing its practical, jargon-free approach to tax planning.

Read the full article to discover why he considers the course an invaluable resource for doctors, particularly for locum tenens physicians and those with side gigs!

What Alexis’ Clients Are Saying…

You’re Leaving Money on the Table...

If you’re a healthcare professional with 1099 income as an independent contractor, I can nearly guarantee that you are overpaying on taxes.

While my physician husband was in residency, we realized 4 months of his salary was going straight to taxes. We saw that in our future as his income increased, our taxes would increase substantially.

We felt robbed.

And he’s not the only healthcare professional with this frustration.

In fact, most healthcare professionals don’t know how to optimize their taxes because they try to figure it out on their own, or they work with tax professionals who don’t know or care enough to make sure you’re keeping as much of your hard-earned money as possible.

When was the last time your tax professional said to you, “I have some tax strategies to save you money”?

The answer is probably never. So…

Investing in Your Own Peace of Mind

But what does that really look like?

That’s how life-changing these strategies can be!

Introducing The Doctor’s 4-Week Guide to Smart Tax Planning:

Actionable Strategies for Side Gigs and Locum Tenens to Boost Savings

Combining my 20+ years of experience in this industry (where I create tax plans and implement creative strategies daily) and the research I did for my own family, I discovered unique strategies and tactics that any medical professional with 1099 income can use to boost their own tax savings.

And I share all of this knowledge in my course so that you can confidently utilize the legal tax strategies that the IRS actually wants you to be using – yes, they’re there for a reason! – that most physicians and accountants aren’t even aware of...

The reality is, with a step-by-step process laid out for you that will demystify this often overwhelming process, you can DIY your taxes…

...And you’ll likely do a much better job than most tax professionals who have no idea that many of these strategies even exist!

So let us help you cut down on precious time spent studying and wading through garbage on the internet…

In just 4 weeks, you’ll know your options, understand the pros and cons of those options, and be able to build a tax plan for your business that will ultimately save you money.

Meet Your Instructor

Alexis Gallati EA, MBA, MS Tax, CTC, CTS

After over 12 successful years working for certified public accounting firms, Alexis founded Cerebral Tax Advisors (formerly Gallati Professional Services) in 2014, specializing in comprehensive tax planning and compliance for accomplished healthcare professionals and business owners. 

Alexis has extensive experience in high-level strategic tax planning and multi-state tax preparation and has trained at the highest level, holding two master’s degrees (Master’s in Business Administration and Master of Science in Taxation), and serves as an Enrolled Agent, NTPI Fellow, and Certified Tax Strategist.

As a spouse to a physician, she understands how hard you’ve worked to get where you are now. That’s why she provides simple and accessible tax solutions tailored to busy medical professionals. Between The Doctor’s 4-Week Guide to Smart Tax Planning, her book “Advanced Tax Planning for Medical Professionals”, and her the services provided by Cerebral Tax Advisors, Alexis has a solution for anyone because she believes that every medical professional should be able to save more of what they earn!

When she’s not busy helping her clients succeed, she spends her time with her wonderful husband, Chris, and their four children. She is also an avid equestrian and enjoys learning new technologies.

Choose The Right Option For You:

Here's Everything You're Getting Inside The Program From Cerebral Wealth Academy

A Complimentary Copy Of The Book By Alexis Gallati (Kindle Version)

As a medical professional, you are bombarded with "financial gurus" before you even leave residency. Advanced Tax Planning for Medical Professionals: How to Achieve Financial Independence with IRS-Proven Tax Reduction Strategies will walk you through the different types of tax planning strategies available to physicians, dentists, and other high-income professionals.  It is important to have an understanding of different tax planning strategies to build wealth and financial independence. This book provides a snapshot of basic to advanced strategies and case studies to see the strategies in action.

Module One: Foundational Knowledge: How Taxation Works

Before you can run, you have to walk… Meet Alexis to find out exactly why tax planning is so important and how your different kinds of incomes are taxed!

You'll learn the fundamentals of the tax return system, highlighting the importance of understanding how taxes work to apply tax strategies effectively. Alexis describes the tax code as a series of "red lights" (taxable events) and "green lights" (tax-saving opportunities). The videos provide a step-by-step guide to calculating total income, adjustments, and adjusted gross income (AGI), as well as an overview of deductions, tax credits, and additional taxes.

Module Two: Entity Selection and Set Up

If you have a business, you start with entity selection, but there’s much to consider. We’ll reveal the different types, strategies for choosing one, and how to set up your entity for success.

You'll be guided through selecting the best business entity based on various scenarios. Alexis explains the factors to consider when choosing an entity, especially for physicians starting locum work, running a medical practice, or managing a side gig. You'll also learn about the strategic use of multiple entities to optimize tax savings.

She explains the various routes you can take for entity setup, such as using an attorney or online service, and highlights the importance of proper registration and documentation. You'll also get details on essential tasks like opening a business bank account, setting up bookkeeping, and obtaining necessary identification numbers for payroll -- plus much more.

Module Three: Deductible Expenses

Find out all you need to know about typical & physician-related expenses! We’ll show you creative strategies and details on how to implement them correctly to avoid raising a red flag with the IRS.

Alexis provides insights into some common deductions and the quirks associated with them, helping business owners understand how to maximize their deductions. You'll also receive details about expenses that are unique to physicians! She highlights deductions such as certified medical education (CME) expenses, uniforms, small equipment, business loan interest, and per diem rates for travel. Alexis provides specific examples and tips on how physicians can maximize these deductions to reduce their tax liability.

You'll also learn about many other creative deductions, including writing off home and car expenses! Alexis will also discuss the tax benefits of hiring family members, particularly children, in your business. She explains the rules and requirements for hiring family members, the types of jobs they can perform, and how to document their work and wages to ensure compliance with IRS regulations.

Module Four: Planning for Retirement

To make sure your money lasts long term, we’ll reveal the different types of retirement plans, their pros and cons, and different strategies around retirement.

You'll receive specialized lessons for physicians on both traditional and Roth IRAs, Simplified Employee Pension IRAs, 401(k), 403(b), 401(a), and 457(b) plans, cash balance plans, and Mega Backdoor Roth IRA strategies, as well as potential challenges and strategies for managing contributions and investment performance.

You'll even hear about the advantages of retiring in certain states over others! Remember, the key to success is in planning for retirement as soon as you possibly can.

Module Five: Putting it All Together

Now, for the fun part, we'll show you how using various strategies together add up to BIG tax savings!

Alexis presents real-life case studies to demonstrate how various tax strategies can be applied to achieve significant tax savings. By examining the financial situations of three different clients, Alexis illustrates the practical application of entity selection, retirement planning, and hidden business deductions, highlighting the impact of smart tax planning.

Cerebral Wealth Academy Community

You'll get access to our private Cerebral Wealth Academy support group of your peers and our Cerebral Advisors! Inside, you can post questions anytime. Join a member of Team Cerebral on the fourth Wednesday of each month to discuss a pre-selected topic and have your questions answered during open Q&A... PLUS access to our ever-growing backlog of Q&A archives!

🏁 BONUS! Guided Email Challenges

Would you like a guided tour of your course? Are you the type that likes structure or a little hand-holding? Check out our weekly Guided Challenge Email options -The "4-Week Fast Track Challenge" and the "12-Week Get it Done Challenge" - for week-by-week guidance on implementing the strategies discussed in our course.

Remember, you are not required to do a challenge, but it is an additional level of support and accountability! In addition, you can start and stop a challenge at any time in case life gets crazy (and life always seems to get crazy! 😜)

Still Not Sure?

Here Are Your Options...

FAQs

How do I know this course will work for me?

This course is based on decades of experience in the tax industry and working with hundreds of healthcare professionals in unique tax situations. While we can’t guarantee that this course will 100% work for every single person who takes it, we are confident that if you put in the work laid out in this guide and take advantage of the support provided, you will achieve boosted tax savings.

Who is this course for?

This course is for healthcare professionals such as physicians, dentists, chiropractors, nurses, locum tenens, etc, who have 1099 income from a business, as a locum tenen, or from a side-gig.  If you are serious about implementing strategies that will keep your hard-earned dollars out of the hands of the IRS and state, want resources you can use to implement strategies right away, want a no-frills, straight-forward education on popular and lesser-known tax strategies, and want to take a pro-active approach to your taxes – this course is for you! 

It is perfect for those that would love to take charge of their finances and create their own tax savings plans, but are not ready to be clients of Cerebral Tax Advisors.

Can you guarantee that I will reduce my tax liability?

We can guarantee that if you follow the advice in this course, you will save tax dollars. We cannot guarantee the amount you will save because your situation is unique and requires you to adhere to the proper implementation of the strategies, which we have no control over. However, for example, if you follow the guidelines on how to hire your kids through your business, it WILL keep more out of the hands of the IRS!

Who is this course NOT for?

If you are a W-2-only employee or don’t have any income as an independent contractor, then this course is NOT for you.

Is there a money-back guarantee?

Yes! If you’ve gone through less than 20% of the course and are unhappy with it for any reason, email [email protected] within 14 days of purchase for a full refund.

Can I deduct the cost of this course as a work-related education expense on my taxes?

Absolutely! If you're self-employed, you may qualify to deduct the course cost as a business expense, according to IRS publication 535.

How long will this course take to complete?

This course is completely self-paced, and you control how you absorb the material. However, it is recommended to watch the videos in order as some strategies will build upon each other for maximum tax savings. The recommended timeline is a 4-week long program. However, you can invest in lifetime access if you’d like to return for a refresher and learn new strategies as they become available.

Choose The Right Option For You

DISCLAIMERS: We offer an online tax planning course specifically designed for medical professionals. This course aims to provide valuable insights and guidance on various tax-related matters to help medical professionals optimize their financial situations. The course covers essential topics and strategies related to tax planning, deductions, credits, and compliance requirements specific to the medical profession. Our online tax planning course is a comprehensive resource that educates medical professionals on tax-related matters. The course material is carefully curated and presented in a user-friendly format, allowing participants to learn at their own pace. The course includes interactive modules, instructional videos, case studies, and practical examples to enhance the learning experience. Throughout the course, participants will receive expert guidance from experienced tax professionals specializing in tax planning. Our team of experts will provide insights, answer questions, and offer personalized advice to address the unique tax situations faced by medical professionals. The online tax planning course for medical professionals covers a range of important topics, including but not limited to: Overview of tax laws and regulations applicable to medical professionals; Maximizing deductions and credits specific to the medical field; Strategies for managing income and expenses effectively; Retirement planning and tax implications; Tax considerations for self-employed medical professionals; Compliance requirements and record-keeping best practices; Changes in tax laws and updates relevant to the medical profession. The course material is intended to provide general guidance and principles for tax planning in the medical field. However, each participant's tax situation may be unique. The course does not address specific personal circumstances or provide individualized tax advice. Participants are responsible for assessing their own situations and consulting with appropriate professionals for personalized advice.