Spring Summit: Beyond the 1040 Tax Return
Join us Thursday, April 23 from 6:00 to 8:30 PM at Village Club of Lake Success for cocktails and a behind-the-scenes look at how top physician subspecialists are building trusted advisory teams to make smarter tax decisions — faster.
Proudly serving physician subspecialists at 15 institutions and growing
Why Attend?
Connection
Your network is your net worth, but building meaningful relationships across specialties and institutions isn’t easy. Our events create space for real conversations with high-performing physicians outside your day-to-day bubble. Walk away with insights, introductions, and perspective you won’t find in hospital hallways or academic conferences
Financial Acumen
Most high earners “do the basics” and still feel stuck. This session makes the full tax stack visible, then gives you a sequencing framework for what to focus on first, second, and third, with the after-tax impact in view.
Lifestyle Incentives
Premium venue. Cocktails and hors d’oeuvres. A well-orchestrated agenda that respects your time. You will leave with a clearer map, clearer tradeoffs, and practical next questions to bring to your CPA and attorney.
Tax Filing ≠ Tax Mitigation
April is a sprint — you’re in the OR, in clinic, or running a practice. Then tax season hits — you sign, you file, you move on.
Same (or worse) tax bill. Different year.
Most physician subspecialists don’t overpay because they missed a deduction.
They overpay because tax decisions get made in siloes; solving for one year, then paying for it across the next ten.
Your 1040 tax return shows one layer. It’s a receipt. It does not show how income, investments, retirement structures, and estate planning all compound (and contribute) to tax exposure over time.
In this session, “Beyond the 1040,” we’ll finally make the full tax stack visible. Then we’ll introduce a sequencing framework so the moves you make work together, not against each other.
What you’ll learn
- The three tax systems that tend to stack together for high-earning specialist households
- Where popular internet “tax plays” break down, and what the real rules and real risks look like
- How portfolio decisions quietly create tax drag, and how disciplined processes can reduce it over time
- How estate planning, trusts, and qualified plans change who pays tax, when, and why it matters
- What orchestrated planning looks like when the CPA, CFP®, and attorney are working from the same map
Secure Your Ticket
*Space is limited*
TL;DR
Who: Prolific Solutions is hosting a 40-person, invite-only masterclass for high-performing specialist physicians and practice owners.
What: Cocktails + networking + a 45-minute masterclass and live team discussion
- 6:00 – 7:00 PM: Cocktails & hors d’oeuvres, networking
- 7:00 – 7:45 PM: “Beyond the 1040” masterclass + live case simulation
- 7:50 – 8:30 PM: Closing cocktails, networking, giveaways
When: Thursday, April 23, 2026 from 6:00 – 8:30 PM ET
Where: Village Club at Lake Success, 318 Lakeville Road, Lake Success / Great Neck, NY 11020
Meet Our Speakers
Venue: Village Club at Lake Success
318 Lakeville Road, Lake Success, NY 11020
Elegant and functional, The Village Club at Lake Success marries two distinctive qualities. The exterior of the venue has the look and feel of a traditional country club, while the interiors are defined by up-to-date decor and fashionable touches.
This April, it serves as the host venue for our exclusive evening of clarity, connection, and strategy — an intimate gathering of physician leaders in a setting that matches the caliber of the conversation.