Webinar: 7 Questions to Ask Your CPA Before You File Your Taxes by Journey Wealth

Journey Wealth

Most Physicians are overpaying the IRS—not because of bad math, but because of passive preparation.

Tax preparation is reactive; tax strategy is proactive. Ensure your current advisory team is leveraging the complexities of the current tax code to your advantage.

Webinar

Webinar ended

About This Webinar

For Physicians, Business Owners, and High-Income Earners, tax liabilities are often the single largest "drag" on long-term portfolio growth. Most high-net-worth individuals are compliant with the IRS, but many are not optimized.

This technical briefing is designed to equip you with a high-level framework to evaluate your current tax situation. Led by the fiduciary wealth management team at Journey Wealth and the tax authorities at Harper, Raines, Knight & Company, P.A., we will explore advanced tax-planning concepts that go beyond standard deductions.

This is not a general "tax tips" session. It is a strategic deep dive into the intersection of wealth management and tax law, specifically for those navigating the complexities of high-bracket income and business ownership.

Agenda

Structure Optimization: Analyzing the potential to reduce self-employment tax liabilities through entity selection.
QBI Preservation: Understanding the limitations and "phase-out" risks of the 20% Section 199A deduction for high-earners.
State Tax Arbitrage: An overview of Pass-Through Entity (PTE) elections and their impact on SALT limitations.
Tax-Loss Harvesting: How to strategically utilize portfolio volatility to offset realized gains and ordinary income.
Asset-Based Deductions: The technical requirements for maximizing the "Augusta Rule" and Section 179 for business-related assets.
Travel & Lifestyle Reclassification: How to properly document and defend business-related travel expenses.

Presenters

Dave Jesiolowski

Founding Partner

Inspiring people to make better decisions has always been Dave’s greatest passion. His sole purpose for founding Journey Wealth was and continues to be to reach out to as many people as possible to help them make better decisions to live a better life.

Having been a professional hockey player, a managing director, an owner of several Businesses, a professional speaker, a business strategist, and a financial advisor over the last three decades Dave's unique blend of accumulated knowledge, experience, and wisdom, combined with his unwavering passion for finding the right solutions, allows him to serve clients in a way that helps them achieve financial confidence and independence.

When Dave isn't serving clients, his greatest joys come from spending time with his wife, Melissa, a special education teacher at Madison Middle School, and their five children. Together, they enjoy creating memories through going to the beach or mountains, concerts, golfing, playing tennis, watching football, attending church, volunteering, and occasionally for Dave, getting back on the ice to play a little hockey.

Tripp Davis CPA, CFE

Director

Tripp Davis, CPA, CFE, is a Director with fifteen (15) years of experience in the tax department. Tripp Davis is a Director at Harper, Rains, Knight & Company, P.A. (HRK), where he is a key member of the firm’s tax department. With 15 years of experience, Tripp specializes in comprehensive tax preparation for clients across a wide range of entity types, including individual, fiduciary, corporate, and tax-exempt returns.

His deep expertise is specifically tailored to serve clients in diverse industries, including Medical Practices & Physicians, Construction & Real Estate, Law Firms & Attorneys, and Oil & Gas. Additionally, as a Certified Fraud Examiner (CFE), Tripp provides valuable Assurance & Consulting services, specializing in Fraud Examinations and performance audits for Federal government agencies. He is committed to delivering strategic and secure financial solutions to meet the specific needs of these businesses and their owners, particularly within the medical community.

Education & Affiliations
Tripp holds a Bachelor of Science in Business Administration from Delta State University. His professional commitment is reflected in his designations as a Certified Public Accountant (CPA) and a Certified Fraud Examiner (CFE).

Community Involvement
Tripp and his family reside in Ridgeland, MS.

Journey Wealth Strategies

Founding Partners

Journey Wealth Strategies is a leading financial planning firm serving physicians and medical professionals across Mississippi. As the only financial planning partner of the MSMA, they are committed to providing unbiased, tailored advice to help clients achieve their financial goals. You might have seen them on TV on WLBT or at an MSMA, MAFP, MOMA, or AMA event. Dave wrote the book, “One Decision Can,” and Josh has been featured in Kiplinger.

Insurance products are offered through the insurance business Journey Wealth Strategies. Journey Wealth Strategies is also an Investment Advisory practice that offers products and services through Signal Advisors Wealth, LLC (Signal Wealth), an SEC Registered Investment Adviser. Signal Wealth does not offer insurance products. The insurance products offered by Journey Wealth Strategies are not subject to investment adviser requirements.