The Physician's Road Eric S. Tait M.D., MBA

Today we speak with Leah Edwards from Pegasus Tech Ventures -

 

Pegasus' corporate partners and some of the startups we've invested in are on our website:  https://www.pegasustechventures.com/

 

The companies Pegasus has invested in that have IPO'd or have been acquired: https://www.pegasustechventures.com/portfolio

 

Startup World Cup:  https://www.startupworldcup.io/

 

The Osaro / Innotech partnership:  https://www.pegasustechventures.com/osaro-history

 

Articles written by Leah Edwards -

 

https://techcrunch.com/2021/10/05/improving-startup-results-through-female-leadership/

 

 https://medium.com/authority-magazine/leah-edwards-of-pegasus-tech-ventures-5-things-i-need-to-see-before-making-a-vc-investment-eb58182c2de1

 

https://vimeo.com/651769581

Download our Self Storage Investment Guide here:


 

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https://vimeo.com/587683122

 

In this episode we speak to the physician founders of Doc2Doc Lending on how they built their company to lend exclusively to Physicians and Dentists. They also are offering a discount to TPR listeners if they use Code TPR8068 when applying for a loan.

The Mind Re-Mapping & Manifestation Retreat Chateau ElanFebruary 1st. 2020 
Register here:https://gegkoacw.pages.infusionsoft.net 
 
https://player.vimeo.com/video/381981913
 
Dr. Maiysha Clairborne and Dr. Mani Saint-Victor –
You have to get your mind right
 
We talk with Drs. Clairborne & Saint-Victor about how their unique backgrounds in medicine have led them to create this transformational retreat.
Dr. Clairborne relates how her early career experiences led her to burnout and to almost take her own life before discovering her own path.
Dr. Saint-Victor talks about how immigrant parental pressure guided his early career in medicine and caused his own internal struggles around identity, and cultural, and familial expectations.
Dr. Clairborne practices integrative medicine and has training in acupuncture, coaching, neurolinguistic programming, hypnotherapy and focuses primarily on getting to the root of people’s problems and not just focusing on clinical symptoms. Through this process she helps people change their behavior to be able to change their lives and outcomes.
Dr. Saint-Victor has a background in psychiatry and computer programming and has a long-standing fascination with the way a computer works, juxtaposed with how the human brain works. With this background he helps physicians use mental models to create an identity that is not just wrapped up in being a physician.
The Mind Re-Mapping and Manifestation Retreat –
Change cannot occur until your thought process changes.
Removing self doubt, imposter syndrome, the same obstacles reappearing over and over again in your life, defining and reaching fulfillment in your life, and how to remove the blind spots that may be holding you back are all areas that will be tackled during this retreat.
How does the pattern of being a physician affect how we view the world and interact with others? And does that in some ways limit us?
During this retreat you will -
1)     Reconnect with yourself
2)     Get clarity on what you want out of life
3)     Act towards your goals and eliminate your fears
4)     Reconnect and discover your deepest values
5)     Remove the negative thoughts and negative self-talk
6)     Increase your performance in your given arena
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Ep. 034 – PD – Physician Philanthropy & Giving – How to set up Non-profits and Foundations – Elevate MED (Video Podcast)
https://player.vimeo.com/video/381376067
Dr. Alyx Porter-Umphrey – Neuro-oncologist - Elevate MED
https://www.elevatemed.org/
We talk about how her scholarship to Spelman college really kicked off her interest in philanthropy as it allowed her to complete her undergraduate career without debt.
We learn how Dr. Porter-Umphrey’s experience in medical school led to her philanthropic pathway focused on changing the make-up of the physician workforce in the United States in order to eliminate health care disparities.
Learn how she created an endowed scholarship at her undergraduate alma mater and what that process entailed.
Elevate MeD – The Program themes are:
1)     Scholarships
2)     Mentorship
3)     Financial Management/Education
4)     Leadership Training
Learn the Process of creating an endowed scholarship at your Alma Mater.
Learn the process of setting up your 501c3 status on the State and Federal level.
Learn about who you need to have on your team to accelerate your mission.
What is a fundraising consultant and what can they do for you.
Why it is critical to have team members who also believe in the mission of your organization.
How to include your family and children in your philanthropic endeavors.
https://www.elevatemed.org/
Join our Facebook Group
www.facebook.com/groups/thephysiciansroad/

Sign up now to learn about the Conservation Easement Program.
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Ep. 033 – W-2 Employee Tax Savings Strategies (also for Self Employed/1099 workers) (Video Podcast)
Today on the Physician’s Road podcast we talk about a Tax Savings strategy that even W-2 employed workers can use along with self employed business owners and 1099 workers. It has the double benefit of being great for the environment as well.
So you can do well, why you do good at the same time. So get out a pen and paper because you’ll want to take notes on this important topic.
In this Episode you will learn:
What is conservation easement and how can you use it to help the environment and save on taxes at the same time.
Why the IRS is coming after unscrupulous operators in the industry and how to avoid companies that run afoul of the rules.
Learn what you need to ask operators of Conservation Easements to ensure that they are running them in compliance with IRS guidelines.
Learn what the Conservation Easement Audit Techniques guide is and how it is used to determine the validity of an Easement.
Learn about the 2 aspects that the IRS looks at when looking at Conservation Easements.
-         Technical Aspects
-         Appraisal value
The present value of future profit and how that process creates a charitable deduction above the level of investment made.
What is the process of creating an IRS compliant conservation easement?
1)     Physically Possible
2)     Legally Permissible
3)     Financially feasible
4)     Maximally productive
Some conservation easements are registered through FINRA so they are highly regulated when provided by the best operators.
Why a Conservation Easement will not trigger an audit on your personal tax return.
Does the Conservation Easement company protect themselves and their investors from the IRS and what is their process of defending their projects?
How you can use this to reduce your taxable income up to 50% of your adjusted gross income (AGI).
How you can carry forward any excess deduction for 15 years into the future.
How you can use a ROTH conversion in combination with a conservation easement to move your money from a tax deferred status to a tax free status.
How state tax can also be mitigated through a C.E. program
How using a C.E. can bring you back into the QBI (qualified business income) 199A tax bracket especially if you are in high tax states like New York, California, Minnesota, etc…
Here is a Webinar on the benefits of participating in a Conservation Easement Program.
www.TrueNorthResources.net/webinar
 
https://player.vimeo.com/video/378143877
Download our White Paper
"What is a Conservation Easement"
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