Special Reports for Doctors
(click topics below for details or emailed reports)
Little known qualified plan with tax-deductible contributions and tax-free withdrawals
(don't worry, your CPA will tell you the IRS code approves).
Thirteen Dangerous Loopholes in your doctors disability insurance policy.
The million dollar 'gotcha' that your pension plan administrator hopes you never find.
Why you should never, ever, ever use a ‘fee only’ advisor for insurance.
Maxed out on your tax-deferred retirement plan?
How to contribute 2 to 10 times more, tax-deferred.
Physicians compensation study by specialty. How are you doing?
What are your friends making?
Unique problem in all tax-deferred retirement plans may be the
biggest financial mistake of your life.
Retired or near retirement? How to minimize your taxes in retirement &
pass assets tax free to your children and grandchildren.
Mathematical lies about returns: why your returns are not what you think
(this has absolutely nothing to do with fees you pay).
for more Special Reports click here to go to 'hot topics.'
changing the way our special reports are available. if the "contact us" does not work today, let us know and you will receive a gift sold elsewhere for $200.
Your advisors help you make a lot of money…but...
I will shock you,
by showing you holes and loopholes
in your doctors retirement plan,
your life insurance,
and doctors disability insurance...
that you thought were BULLETPROOF!!!
why do CPAs and estate planning attorneys endorse Leonard Slates?
"Doctors, business owners and high income individuals. Leonard Slates can show you how to massively decrease your taxes and protect your assets, using different strategies, some of which have previously been available only to the very wealthy." - Roccy DeFrancesco. Estate planning attorney.
Author: "The Doctor's Wealth Preservation Guide."
Co-founder of the Asset Protection Society. Founder, The Wealth Preservation Institute"
Authored articles published in: the CPA Journal, Physician's Money Digest, Financial Planning Magazine, the Indiana Bar Journal. Lectured for many state and national medical associations; MI, OH, IN, and KY CPA Societies, the Association of American Physicians and Surgeons.
Author Retiring Without Risk...Finding Shelter from the Financial Storm," "Bad Advisors: How to Identify Them; How to Avoid Them." Editor of Wealth Preservation Planning: A “Team” Approach© by The National Society of Accountants.
“If you are a successful business owner, physician or professional, then you should ask Leonard to show you a specific strategy with a potentially dramatic effect on your bottom line. If you are taking more income from your business than you need for your living expenses, Leonard can show you how to create business deductions and end up with approximately $24,000 of “additional” income per $100,000 in a tax favored environment…Leonard works with advisors and their clients to implement these conservative yet extremely effective strategies.” - Thomas Price, Managing Principal, Resurgens Advisory Group.
Former vice president of one of the world’s largest international financial services and tax planning firms.
Speaker at various events on Tax Efficient Wealth Building within a Secure Environment, & IRS and U.S. Treasury Department requirements for compliant international planning.Educated and worked in concert with hundreds of attorneys and CPAs and their HNW (high net worth) clients in these advanced international strategies.
“If you have the opportunity to work with Leonard, you are fortunate. His unique insights can make your business easier, more enjoyable, more profitable, and of course, less taxing.” - Lance Wallach.
National Society of Accountants Speaker of the Year.
Writes for over fifty publications, including CPA Journal, the AICPA Journal of Accountancy, Accounting Today, Advisor Today, the Tax Practitioner's Journal, Physician's Money Digest, American Medical Association Weekly News, CPA Law Forum.
Frequent speaker at national conventions including the National Network of Estate Planning Attorneys, the American Society of Pension Actuaries, the American Institute of CPAs, the National Association of Tax Practitioners.
“thought it would be a waste…saved me $20,000” - Frank Taylor. Well known estate planning attorney. Past president of one of the top
Chambers Of Commerce in the nation.
Author of chapters in the Kansas Bar Association's "Kansas Estate Administration Handbook" and the "Kansas Corporation Law Handbook." Fellow, American College of Trust & Estate Counsel. Super Lawyer (top 5% of attorneys), Missouri and Kansas (Business/Corporate).
Lectured for the Kansas Bar Association, Johnson County Bench Bar Conference, National Business Institute.
The tax you owe on your tax-deferred retirement plan will be gigantic, if you don't do something now. Ask Leonard Slates to show you steps you can take right now, that will make a dramatic difference in your finances (without increasing your current taxes). – Tim Berry. Tax attorney.
Nationally known educator about retirement issues.
“I have always enjoyed doing seminars and workshops with Leonard Slates. He is knowledgeable and fun and has insight that others lack. If you have the opportunity to have Leonard speak to your group, jump on it.” - John W. Kercher III, CPA. Partner (retired) Price Waterhouse & Company.
“Let's face it, you need a speaker that leaves your attendees wanting to hear more. I have shared the stage with Leonard quite a few times. Leonard is that guy.” - Dr. Steve Young. Past president of the Kansas Dental Association.