Health Care

Specialized expertise to support your financial health

Doctors, nurses, dentists and other medical professionals are incredibly busy with demanding schedules, and there’s usually little time to think about wealth management or tax planning. But medical professionals also tend to have complex financial situations and stand to benefit the most by being aware of opportunities and pitfalls.

We can assist with:

  • Tax and accounting
  • Bookkeeping and audit
  • Debt management
  • Guidance on the right business structure for your practice
  • Risk management, such as liability, malpractice, disability and long-term care insurance
  • Estate planning
  • Retirement planning
  • Succession planning
  • Education savings plans
  • Mergers and acquisitions

To learn more about how we can support your practice, please contact us.

How can we help you?

Please let us know if you have a question, or would like further information about Davie Kaplan.