Bucks Montgomery Physician Winter 2021 - 23

For Immediate Release
Duo Xu, MD
Christina Marie Yost, DO
Janis E. Zvargulis, MD

Renewing Members
Nisha Abraham, MD
Artun Aksade, MD
Zulfiqar Arif, MD
Judith Aronchick, MD
Janice B. Asher, MD
David J. Badolato, MD
Kyle James Bardet, MD
Priyanka Basak, MD
Michael A. Benstock, MD
Stanley Randolph Berger, MD
Ruchi Suchit Bhutani,MD
Belinda K.	 Birnbaum,MD
Margot I. Boigon, MD
Crystal Aja Brogan, MD
Leslie A. Brown, MD
Stephen Laurence Cash, MD
Kate Sara	 Chernow, DO
Christina Marie Clay, MD
Frederick C. Cogen, MD
David A. Cohen, MD
Michael Nathan Cohen, MD
Brenda Gail Cooperstone, MD
Joseph M.	 Corvasce, MD
Andrew J.	 Curtin, MD
Daniel Edward Davis, MD
Robert O. Detweiler, DO
John J. Dougherty, MD
Michael B. Dratch, MD
John Eric Dudzinski II, DO
Maura Dunfey, DO
Rodney Martin Durham, MD
Gordon B. Fink, MD
Marjorie Beth Friedman, MD
Sanju V. George MD
Ira Z. Gerstman, MD
John D. Giardino Jr., MD
Richard Wambold Godshall, MD
Joshua Evan Goldberg, DO
Michael Paul Goldfinger, MD
Myriam Vega Gonzalez, MD
Jeffrey N. Gordon, MD
Michael James Gratch, MD
Lee William Greenspon, MD
Burhan Hameed, MD
Richard Y. Highbloom, MD, FACS
Michael A. Hirsch , MD
Andrew B. Hollander, MD
Zev Jacobson, MD
John Sebastian Jaeger, MD
Vincent P. Kasper Jr., MD
Jeffrey I. Katzman, MD
Stephen E. Kaufman, MD
Deborah S. Kelly, MD
John J. Kelly, MD

Majid Afzal Khan, MD
Annapurna Korimilli, MD
Charles H. Korman, DO
Tasha Kouvatsos, MD
Michael Wolfgang Lake, MD
Candace See-Win Lam, MD
Tiffany Nicole Leonard, MD
Kristin Jean Lohr, MD
Patricia Annette Lokey, MD
Amy M. Mackey, MD
Alexander Lee, Matz, MD
Steven G. Meister, MD
Adam M. Mikulski, DO
Stephen Gerard Murphy, MD
Hilary Weber Newman, MD
Benjamin Noh, MD
Bryan J. Oneill, MD
Mark T. Osterman, MD
Hyon Ju Park, MD
Gerald Morgan Patton, MD, FACS
Michael Pawlowsky, DO
Donald D. Peterson, MD
Sally W. Pullman-Mooar, MD
Hong S. Ra, MD
Rachel Leah Ramirez, MD
Drew P. Ronnermann, MD
Eric J. Rosenberg, MD
Jasjit Kaur Saini, MD
Henry Peter Schoonyoung, MD
George N. Seavy, DO
Samina Seraj, MD
Fredric Tobin Serota, MD
Ashesh Piyush Shah, MD
Mark S. Shahin, MD, FACS
Timothy A. Shapiro, MD
Darya Shevchenko, MD
Winston Weidak Shu, MD
Cynthia Grossel Silber, MD
Benjamin	 Heritier Slovis, MD
William H. Spellman, MD
Stephen Paul Spielberg, MD, PhD
David Lewis Swerdlow, MD
Gregory J. Tramuta, MD
Lori A. Truman-Kraft, DO
Julia M. Uffner, MD
Mara Z. Underwood, MD
Panduranga Venkataramana, MD
David Hyman Verbofsky, MD
Leorah M. Walsh, MD
Antoinette C. Wassel, MD
Tal E. Weinberger, MD
Susan P. Weinstein, MD
Helen M. Widzer, MD
Elizabeth A. Williams, MD
Jessica Rose Wilson, MD
Laurence R. Wolf, MD
Di Yan, MD
Sindu Yenigalla, MD
Donald F. Yih, MD
Michael S.	 Yoon, MD, FACS

Hold on to your wallets!
Financial Health & Wellness 2021-22
Business * Estate * Succession Planning
Building and Preserving Wealth Through Life
Insurance and Annuities

- December 2025
Sunset Rules Kick In
w, Federal Es tate
Under cu rrent la
individual reduces
TAX CR EDIT for an
1.5 millio n,
50% from cu rrent $1
n.
down to $5.75 millio

All New Revenue under the law will be
nailed for taxes, depending on Net Worth,
as Current Administration wants to
reduce UNIFIED CREDIT to $3 million

Consider one of several strategies
if you were to kick off in 4 yrs +.....
1. Move Funds to an Irrevocable Trust
for your family
2. Acquire an over-funded Survivorship life
insurance policy in the next 4 yrs to get
money out of Estate but still have possible
Tax-Free Income to you, and your
" wife, kids, grandkids. "
3. Create a skip generation structure with a Super
Roth IRA, overfunded as described in #2, but
move from taxable to tax free - then move into
an intergenerational perpetual trust providing
tax-free, non-reportable income for 100 yrs!!
4. Drop into a Zero-Tax Plan... call or email
today to get the conversation started!

Contact Mike Roberts at CPTWealth@gmail.com

917-328-4904

BUCKS AND MONTGOMERY COUNTY MEDICAL SOCIETIES

21
Bucks Montgomery Physician Winter 2021

Table of Contents for the Digital Edition of Bucks Montgomery Physician Winter 2021
