Financial coordination · capped at 100 physicians

One of 100.Not one of thousands.

Working with Bement & Company, CPAs, we build your tax mitigation strategy, implement it alongside you, run your quarterly reviews, and handle your year-end process — then coordinate the rest of your financial life so it works as one. Conservative, documented, and built to withstand scrutiny.

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$15,000 / year

One flat fee — no commissions, no product sales

Paid by you only

So we answer only to you

Capped at 100

Every plan gets real attention

Why this exists

The problem, stated plainly.

No fluff. Here is exactly why most high-earning physicians keep more of their income on paper than in their pocket — and what we do about it.

You're handing a fortune to taxes.

A surgeon's W-2 income carries one of the heaviest tax burdens of any profession — without the strategies the self-employed and real-estate developers use every year.

You don't have time to find the strategies.

The mitigation exists and it's legal. Researching it, sequencing it, and assembling it correctly is a second job — one you don't have the hours for.

Your professionals don't talk to each other.

Your CPA, attorney, insurance agent, and lender each see one piece. No one owns the whole picture, so strategies stall between offices.

Real-estate strategies fail on the details.

Material participation, hour logs, and documentation decide whether the deduction holds. Most plans fail in the paperwork, not the idea.

What we do

We handle all of it. We build the strategy with your CPA, implement it with you, and keep every professional working from one plan — so the plan you know you should have actually gets built and maintained.

One of 100. Not one of thousands.

Our standard

We plan as if an IRS agent were standing right next to us.

We don't dabble in gray. Every strategy we recommend is either clearly legal and fully documentable — or it's a no-go. No aggressive positions you'd have to defend, no structures that fall apart under examination. Conservative, substantiated, and built to hold.

Documented to the letter

Every position is supported by the facts, the hours, and the paperwork before it ever touches a return.

Defensible under audit

If we wouldn't be comfortable explaining it across the table from an examiner, we don't recommend it.

Honest math

Permanent savings and tax deferral are always shown separately — never blended into one inflated headline.

One of 100. Not one of thousands.

The engagement

Coordination, start to finish.

One relationship that runs the whole year — not a binder handed over and forgotten.

01 / Review

Review

We read your prior three years of returns and map your full picture — income, entities, exposure, and household cash flow.

02 / Design

Design

We build a coordinated tax and financial strategy with our vetted team — or alongside the CPA and attorney you already trust.

03 / Implement

Implement

We set it up with you and carry the heavy lifting — every piece executed, nothing left undone.

04 / Maintain

Maintain

Quarterly tax meetings, year-end processing, and ongoing check-ins keep everything current.

One of 100. Not one of thousands.

The retainer

One flat fee. Everything coordinated.

$15,000 per year

A single, transparent fee. No commissions, no product sales, no surprises — we're paid by you, so we answer only to you.

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Personalized tax mitigation strategyDesigned around your income, entities, and exposure — built to be documented and defensible.

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Hands-on implementationWe don't just recommend the strategy — we set up every piece of it with you.

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Quarterly tax meetingsFour touchpoints a year to keep the strategy live, adjusted, and ahead of deadlines.

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Year-round accessBeyond the quarterly meetings, our team is available all year to make sure every piece of your strategy actually gets implemented.

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Three-year tax return reviewWe surface missed opportunities and amendment candidates in your prior returns.

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Year-end tax processingWe handle the end-of-year process so filing season is organized and stress-free.

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Household budgeting & net-worth trackingA Monarch membership ties every account together for a live, daily net-worth picture.

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Full professional coordinationWe act as the hub between your CPA, attorney, insurance agent, financial advisor, and lenders so everyone works from one plan.

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Real-estate strategy supportThe participation and documentation requirements that make real-estate tax strategies hold — coordinated with your CPA.

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The mountain homeThree days a year for your family at our home near Snowbasin Ski Resort.

Also available — members are invited to our annual Deer Valley retreat, an exclusive gathering with economists, real-estate experts, and our partners (attendance by separate paid invitation).

Guidance through a real-estate purchase and the material-participation requirements that follow, when your plan calls for it, is quoted separately and paid only by you — never by a seller, agent, or operator. The retainer covers coordination, planning, and implementation support. Tax advice, tax positions, and filings are provided and signed by Bement & Company, a licensed CPA firm. 100 Physicians, LLC is not a registered investment adviser, broker-dealer, law firm, insurance agency, or CPA firm, and does not recommend, sell, or arrange investments in securities.

One of 100. Not one of thousands.

Proof, not promises

Real projects. Real partners.

Our principals invest their own capital in real estate, and we work with operators who build, own, and manage what they develop — their own general contractors, with their own capital in every project. These projects reflect experience, not offerings. Nothing here is available through this firm, and we receive no compensation from any operator.

Self-storage · Operator network

Self-storage portfolio

Much of the best self-storage in the country is owned by operators who never advertise. They build by relationship, raise from a small circle of repeat investors, and are measured by their track record rather than their marketing. Our principals have invested personally alongside operators of this caliber and know the people who run them.

Multifamily · Sandy, UT

The Orchard Townhomes

A modern-farmhouse community of 2–4 bedroom townhomes in Sandy, Utah that our principals are invested in — professionally built and managed, near I-15 and TRAX.

View the community →

Ground-up commercial building developed near Pleasant View, Utah

Ground-up development

Built from the ground up

A ground-up commercial building our principals developed and own. First-hand development experience informs how we coordinate the real-estate side of a client's plan.

Short-term rental · Coordinated

Turnkey STR coordination

For physicians using short-term rental in a tax plan, the network is already built — licensed agents, property management, design, and installation, coordinated on one timeline. The participation that earns the position is spent only where it counts.

How we handle real estate

Direct real-estate ownership is often central to a physician's tax plan. We help you understand the requirements, coordinate the professionals, and document participation. We do not sell, recommend, or arrange investments in securities, and we are paid only by you.

One of 100. Not one of thousands.

Who you're working with

The people behind your plan.

Brent Bement, CPA, CVA

Partner · Bement & Company

Brent holds a Master's and Bachelor's in Accounting from the University of Utah and is a licensed CPA and Certified Valuation Analyst who has advised high-net-worth W-2 individuals for over 20 years. He views the tax law as a roadmap to wealth creation — the idea behind his Wealth Game podcast, launched in 2022. His work spans tax strategy, cost segregation and real-estate advisory, valuations, and audit. A former Utah lacrosse player and avid outdoorsman, he and his wife Candice have five children.

Tax strategy · Cost segregation & feasibility · Valuations · Audit & credits

brent@bementcompany.com

One of 100. Not one of thousands.

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Our commitment

If we can't find you real value, we part as friends.

We only want to work with physicians we can genuinely help. After your three-year review and strategy build, if we don't identify a clear path to value that meaningfully exceeds your fee, you owe nothing — and we'll point you in a better direction with our blessing.

One of 100. Not one of thousands.

Request a consultation

See if you're one of the 100.

A few questions help us understand your situation before we talk. If it looks like a fit, we'll reach out to schedule a conversation — no pressure, both ways.

One of 100. Not one of thousands.