2022 Financial Planning Series (Session 3)

2022 Financial Planning Series (Session 3)

ISMA 2022 Financial Planning Series (Session 3)

“Tax Credits and Savings Tips"
Accredited for 1.0 AMA PRA Category 1 Credits

Thursday, May 19, 2022
7:00 – 8:00 p.m. ET


Members: Free
Nonmembers: $75

Registration required

Program description:

For the most part, personal finance for physicians at every stage of their career is exactly like personal finance for everybody else: What is deductible for them is exactly what is deductible for everyone else – you just need a basic understanding of the tax code. In this session, you will gain that understanding and learn where it will benefit you most.

Residents (and many physicians) are employees, so the rules that apply to residents are found in the sections of the IRS code that deal with employees. Employees can theoretically deduct their unreimbursed work-related expenses. However, this is subject to two limitations that usually keep residents from saving anything on their taxes: You have to itemize your deductions, and you may only deduct the part of those unreimbursed work-related expenses that exceeds 2% of your adjusted gross income.

In this webinar, you’ll learn more about this and other potential ways to save on taxes.


At the end of this webinar, attendees will be able to:

  • Identify tax-saving vehicles.
  • Obtain a foundation for exploring complex tax savings opportunities.
  • Design their own portfolio based on their risk tolerance, time horizon and investment philosophy.
  • Differentiate various allocation strategies and how to construct a tax-efficient portfolio.


Jack Vogel
Institutional Relationships Manager
Doctors Without Quarters (DWOQ)

About our Speaker:

Jack Vogel joined the DWOQ team as an institutional relationships manager in 2022. He provides education and other student loan solutions to DWOQ’s school, hospital and association partners. Jack transferred from the Larson Financial Group, where he served as a financial advisor for physicians and regularly gave financial presentations to many physician groups. Jack found his interest to be working with residents and early career physicians, with a true passion for presenting. So, it was natural for Jack to transition to DWOQ.

Jack graduated from the University of Missouri with a finance degree and holds several investment licenses. He also holds the Certified Financial Planner™ (CFP®) designation, which is the hallmark planning credential awarded to those with extensive training in financial planning, investments and retirement planning. Jack’s experience also includes working as a portfolio trader, service manager and paraplanner.

CME information

Designation Statement: The Indiana State Medical Association (ISMA) designates this live webinar for a maximum of 1.0 AMA PRA Category 1 CreditsTM. Physicians should claim only the credit commensurate with the extent of their participation in the activity.

Accreditation Statement: The Indiana State Medical Association (ISMA) is accredited by the Accreditation Council for Continuing Medical Education (ACCME) to provide continuing medical education for physicians.

Disclosure Policy:  In accordance with The Standards for Integrity and Independence in Accredited Continuing Education, educational programs sponsored by the ISMA must demonstrate balance, independence, objectivity and scientific rigor. Prior to the activity, all faculty, authors, editors and planning committee members participating in an ISMA-sponsored activity are required to disclose to attendees any financial relationships with an “ineligible company” whose primary business is producing, marketing, selling, re-selling, or distributing healthcare products used by or on patients.

Disclosure Statement:  No members of the CME Planning Committee or our speaker have any relevant financial relationships with an ineligible company to disclose.

If you have questions, contact ISMA Continuing Medical Education staff at 800-257-4762 or seminars@ismanet.org.

Please note this session will be recorded and uploaded to our ISMA Online mobile app for on-demand viewing for those who miss it.

REGISTRATION DEADLINE: May 19, 2022, at 6:00 p.m. ET


When registering, please ensure you are taking the following steps to complete the order.

  1. Click on the orange “Register” button at the bottom of the event landing page.
  1. Your registration will then be “pending checkout.”  Please click on the orange “Proceed to Checkout” button.
  2. Your Shopping Cart will display.  Please click on the orange “Submit Order” button.
  3. Once you’ve successfully submitted the order, an Order Confirmation page pops up indicating that “a confirmation email is being sent to you” at the email address on file.  That confirmation email will contain the Zoom link needed to access the webinar. 

5/19/2022 7:00 PM - 8:00 PM