“My mother always said: ‘It’s not what you make, but what you keep that matters.’”

​

As entrepreneurs, your focus is often on scaling top-line revenues, launching, raising capital, innovating, hiring. But few build with tax-efficiency baked in from day one. In this talk, Nik helps your audience:

• Understand how the tax code rewards business owners (vs penalizes them) when structured properly

• Design entity structures, compensation strategies, and retirement vehicles that let entrepreneurs “lean out” their tax burden

• Use tax arbitrage — deferring, splitting, and timing income — to preserve capital for reinvestment

• Build a “tax-aware growth plan” that aligns with exits, acquisitions, or generational transfer

​

Attendees walk away with a roadmap to build their businesses and their personal wealth, with clarity on how to make every dollar of profit work harder over time.

"Physicians typically know what they want their money to do for them, but too few pay attention to their largest expense: taxes.”

​

For many physicians, their income is high, but that also draws the IRS’s attention. This session will teach medical professionals to:

• Diagnose their tax “pain points” — from unreimbursed expenses to complex practice structures

• Leverage advanced strategies like bonus depreciation, cost segregation, S corporations vs LLC vs partnerships, and above-the-line deductions

• Navigate nuances unique to the medical profession (e.g. residency / fellowship years, locum tenens, side income, real estate investments)

• Develop a tax-optimized compensation plan (salary + distributions + retirement contributions)

​

Physicians leave with immediately implementable ideas to reduce their tax liability while maintaining compliance and defensibility.

"Too many shiny objects produce messy results, particularly in investing. We should be investing with some sort of intention — and that intention should be to keep as much of your gains away from the tax man.”

​

Investment opportunities abound — crypto, startups, real estate, stocks, private equity — but most people use a “spray and pray” approach. In this talk, Nik guides your audience to:

• Define investment goals (cash flow, growth, legacy) and match strategies accordingly

• Distinguish between tax-aware investments and mere speculation

• Use tax-minimization techniques: tax-loss harvesting, opportunity zones, 1031 exchanges, qualified small business stock, carried interest strategies, GRATs, and more

• Align portfolio allocations with legal and tax considerations (liquidity, holding periods, strategy layering)

​

Attendees leave with a disciplined investment framework — one where returns are protected, taxes are managed, and outcomes are intentional.