At 55 years old, T., a thriving orthopedic surgeon, knew it was time for a better plan. Despite running a successful practice and getting support from his CPA and financial…
When O.E., an anesthesiologist, partnered with Terra Firma for strategic tax planning, his 2024 plan was already positioned to reduce his overall tax burden. But when a $200,000 unexpected partnership…
K.M., an orthopedic surgeon and part-owner of his practice, sought a more sophisticated approach to managing his finances, primarily driven by a desire to reduce his substantial tax burden and…
J.S., a successful physician and entrepreneur, reached a point of significant frustration with his existing tax advice.He said "I pay a CPA firm, but they haven't been able to teach…
N.D., a surgeon, and his wife who is also a doctor, sought a more effective approach to managing their significant tax burden. As high-income W2 employees with a combined gross…
M.M., a family physician in the southwest, reached out to Terra Firma to help ease his tax burden. “It’s just pretty ridiculous the amount of money that’s going to taxes…
T.K., an anesthesiologist, came to Terra Firma seeking a more effective and sustainable way to secure his financial future. Initially, T.K. admitted to some skepticism, wondering how much could be…
S.K, a high-earning physician, initially connected with Terra Firma due to his significant frustration with his high taxes and the inadequacy of his existing financial guidance. On his initial call,…
R.F., a professor of medicine, knew for a long time that there was more he could do to minimize his taxes. He just hadn’t gotten around to finding someone who…
Terra Firma Newsletter March 2025 by Marketing Terra Firma Are you frustrated with your CPA, wondering why they never help you save on taxes? The truth is, most CPAs focus…
