Interested in special reduced pricing for AAPL members? Access more information in your dashboard:
Enpo Tu
Chief Operating Officer
Has Master’s of Science in Financial Services and holds the following licenses/designations: CFP® Professional, CHFC®, CLU®, RICP®, CAP®
Kaylin Dillon
Founder/Principal Financial Advisor
Has Masters, member of XY Planning Network and FPA, holds the following licenses/designations: CFP® Professional, Series 66, FINRA, 2014
Series 7, FINRA, 2014
If you’re bringing in 1099 income, w-2 income or both, this webinar’s packed with useful information on how physician couples use their tax situation to their advantage when planning long term. Kaylin Dillon and Enpo Tu share confidential real examples from their clients and answer frequently asked questions, and a few tax tips—perfect if you’re looking to get smart about saving, investing, and keeping more of what you and your spouse earn together. They break down how being self-employed opens up additional tax saving and retirement savings options than what is typically available for w-2 only households. They share what to consider when setting up an LLC for tax reasons or how buying your own practice or office space can be a financial advantage.