Hosted by TrifectaMD.com | Featuring Tal Binder & Rachel Richards from Gelt
High-income physicians often leave money on the table—not because they’re doing anything wrong, but because they don’t know what’s available. In this webinar hosted by TRIFECTA MD, Gelt’s CEO Tal Binder and CPA Rachel Richards will walk through a real-world case study of a physician who streamlined their tax strategy by making better decisions around entity structure, real estate investments, and hidden credits.
You’ll get a snapshot of what’s possible when you:
Structuring your practice: navigating types of practices and tax
considerations based on medical practice types
Physician to investor: tax considerations when leveraging cashflow from medical profession to equity ownership
Direct real estate investments and why it’s attractive for physicians
Tal Binder is the CEO and co-founder of Gelt, a modern tax platform built for investors, founders, and business owners with complex financial lives. With a background in finance and a deep understanding of the tax challenges faced by high-net-worth individuals, Tal is passionate about making tax strategy more accessible, personalized, and impactful. Under his leadership, Gelt is redefining how people think about taxes—not just as a compliance task, but as a powerful tool for building and preserving wealth.
Rachel is a highly experienced CPA with over a decade of expertise in public accounting, specializing in guiding clients through the intricacies of tax laws to achieve optimal financial outcomes. Prior to joining Gelt in 2021, she built her career on delivering tailored solutions to complex tax challenges with precision and care. Motivated by a desire to bring exceptional tax services to a broader audience, Rachel now leads her team at Gelt in creating personalized, efficient, and fully compliant tax strategies for clients. Beyond client work, she is dedicated to empowering tax professionals through the integration of innovative, cutting-edge technology, ensuring they are equipped to deliver exceptional results.
Gelt helps high earners and business owners stop overpaying on taxes. We operate like a premium CPA firm on one side—offering proactive, year-round tax strategy and white-glove service—and like a tech company on the other, with purpose-built tools that make managing taxes seamless and stress-free. The result: strategic clarity, accurate estimates, and hassle-free filing, all in one place. Learn more: https://joingelt.com
TrifectaMD members receive 10% off their first year of service at Gelt. To learn if you qulify and schedule a call, please fill out this form.