The One Big Beautiful Bill (OBBB) has introduced significant changes to the tax code that may affect physicians and practice owners. Without proactive planning, some medical professionals could experience higher tax liabilities under the new law. As 2026 begins, early-year planning may provide an opportunity to better understand these changes and evaluate potential strategies within an overall financial plan.

This physician-exclusive dinner in the Hattiesburg area is designed to provide educational insights into how recent tax law changes may impact doctors. The discussion will focus on general planning considerations related to taxes, cash flow, and practice structure, as well as how early-year planning may help reduce uncertainty and support more informed decision-making throughout the year.

Topics will include an overview of OBBB provisions relevant to physicians, considerations for retirement planning for those over age 50, and a discussion of how the Journey Wealth TRACK process is used to help clients evaluate tax efficiency, risk management, and long-term financial goals. Case studies will be presented for illustrative purposes only and will demonstrate how proactive planning strategies have been applied in various scenarios.

Attendees will enjoy a relaxed dinner while gaining educational information intended to support thoughtful financial planning conversations.