Dive into an in-depth exploration of four key topics focused on tax strategies for physician groups:

Depreciation Methodologies: Learn strategic approaches to accelerated depreciation, including cost segregation, and its implications across fluctuating ownership phases.

Exploring Environmental Tax Benefits: Understand available tax incentives and gain insights into assessing their ultimate benefits versus costs.

Refinance Cash Out Considerations: Gain clarity on the tax implications of cash-out refinancing, including factors influencing both immediate and long-term tax consequences.

Navigating Unconventional Exits: Master the art of structuring buyouts to potentially defer, or even avoid, capital gains taxes.

Learn from physicians and executives highlighting the trials, tribulations, and successes of operating agreement formation. Focus will be applied to the unique nature of operating agreements designed for physician-owned real estate and methods of creating organizational alignment that will stand the test of time. Learn how and why practices have evolved their real estate operating agreement to meet the evolved needs of the practice. Listen to members who have overcome specific challenges and created a framework for change.

Featuring Jill Arena, CEO, Heath e Practices

Jill is a nationally recognized expert in medical practice finance and operations, as well as revenue cycle management and leadership development. She earned her Fellowship from the American College of Medical Practice Executives in 1999, and she currently serves on the boards of several physician groups in a key advisor role. She is the author of Physician, Heal Thy Financial Self, which is written for physicians who want to master the finances of their practices, and she produces a weekly podcast for physicians and administrators, called Medical Money Matters.

Jill derives a great deal of professional satisfaction from guiding clients through important transitions in their practices to ensure that their businesses thrive. She wholeheartedly believes that the practice of medicine can and should be both financially viable and joyful.

Real estate experts discuss current and future outlook of the sale leaseback market. Particular focus will be applied to current opportunities such as UP REITs that include the ability to avoid capital gains tax and monetize in a secondary sale event. Risks and considerations of different structures will be discussed as well as the unique opportunity that the current interest rate environment presents.

More info to come.

An assortment of tricky, yet fundamental, multiple-choice questions will be reviewed, analyzed, and answered by a team of consultants, legal and accounting experts. Don’t miss this opportunity to see how you fared and to enjoy some tangible takeaways that expand your physician owned real estate knowledge.