Physicians, dentists, and other healthcare practices must prepare for significant tax and compliance changes introduced by the One Big Beautiful Bill. From updates in retirement planning to new incentives for practice investments and technology adoption, these provisions may influence both financial planning and practice management. Join YHB and Choreo as we outline the bill’s potential impact on healthcare professionals, identify planning strategies to help optimize benefits, and highlight compliance considerations that could affect long-term practice sustainability. This session is designed for practice owners, physicians, dentists, and healthcare financial managers.
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Nick’s expertise includes helping high wealth individual and large business entities with complex tax compliance, along with specializing in international, non-for-profit tax issues, and tax ethics issues. He has used his tax expertise not only to serve his clients, but also his peers. He has authored publications for the AICPA’s Journal of Accountancy, AICPA’s Tax Advisor, NATP’s Tax Pro Journal, and CCH’s Journal of Tax Practice and Procedure and co-authored a textbook, Tax Preparer Penalties and Circular 230 Enforcement, published by Thomas Reuters.
Adrian provides individual and business tax planning, compliance and consulting services to a broad range of clients ranging from family-owned businesses to personal service corporations. She works with businesses and their owners, as well as other successful individuals, with strategic and financial planning. In addition to serving clients, Adrian provides mentoring and tax training for YHB staff members as well as educating local students on the opportunities available for those considering careers in accounting.
As Senior Wealth Strategist at Choreo, Clint leverages more than 15 years of legal practice and his CPA expertise to support advisors and clients with advanced transfer tax, income tax, estate, and business planning strategies. He has extensive experience counseling high-net-worth and ultra-high-net-worth individuals, families, and business owners on wealth transfer, succession, asset protection, charitable giving, international estate planning, and complex business structures. In addition to presenting and educating for multiple industry and affinity groups, Clint has also served as an adjunct professor of legal writing at the IIT Chicago-Kent College of Law.
