Setting up the right business structure is essential for expert witnesses looking to maximize profits, protect assets, and ensure long-term success. In this session, Jane Freedman, Esq., a seasoned business attorney, breaks down the pros and cons of different legal structures and guides you through the best options for expert witness businesses.

🔍 What You'll Learn:
✅ LLC vs. S-Corp: Which structure is right for you?
✅ Tax advantages and liability protections every expert witness should consider
✅ Essential legal and financial steps for setting up your business the right way
✅ Common pitfalls to avoid when forming an expert witness entity

Whether you're just starting out or looking to restructure, this module will help you make smart, informed decisions that set you up for success.

Protecting your expert witness business goes beyond contracts and credentials—it requires the right insurance coverage to shield you from financial and legal risks. In this session, Cheryl Chase, Senior Analyst at Starkweather & Shepley Insurance, breaks down the essential insurance policies every expert witness should have to safeguard their business.

🔍 What You'll Learn:
✅ The difference between medical malpractice and E&O insurance
✅ Claims-made vs. occurrence policies—what they mean for your protection and why this distinction matters
✅ What happens if you're sued as an expert witness—including the role of defense coverage in your policy
✅ Tail insurance—what it is, when you need it, and how it affects your long-term protection
✅ Policy exclusions to watch for—ensuring your insurance truly covers the work you’re doing

Even the most ethical, well-prepared expert witnesses can face legal challenges. Make sure you have the right coverage in place so you can focus on your work without unnecessary risk.

Optimize Your Tax Strategy as a Medical Expert Witness

Understanding the tax implications of your expert witness business is crucial for maximizing deductions, minimizing tax liabilities, and ensuring compliance with IRS regulations. In this session, Anna Ortiz, CPA, co-founder of T&O Strategic Advisory, provides practical, expert-level tax strategies to help medical expert witnesses manage their finances effectively.

With a focus on real-world tax planning, Anna covers deductions, business structuring, estimated tax payments, and IRS audit risks, ensuring that expert witnesses can make informed financial decisions to protect and grow their business.

🔍 What You'll Learn:

✅ Key tax deductions and credits expert witnesses should claim (e.g., business expenses, dues, subscriptions)
✅ How to structure your expert witness business—LLC vs. S-Corp and the tax benefits of each
✅ Common IRS audit red flags (including mileage deductions and home office claims) and how to avoid them
✅ Estimated tax payments—who needs to pay, how much, and when
✅ Retirement planning strategies for self-employed expert witnesses to lower taxable income
✅ Business expense best practices—how to track expenses and what records to keep for compliance

Whether you're just starting your expert witness practice or looking to optimize your existing financial strategy, this module will equip you with actionable tax-saving techniques to help you keep more of what you earn, minimize IRS risks, and build a financially sustainable business.

Contracts, attorney relationships, and Daubert challenges can make or break your success as an expert witness. In this exclusive session, Dan Sandman, Esq., a seasoned attorney and business strategist, pulls back the curtain on what attorneys expect, how to safeguard your credibility, and how to navigate complex legal agreements with confidence.

🔍 What You'll Learn:
✅ The must-know contract terms every expert witness should understand
✅ How to negotiate fair, enforceable agreements that protect your time and expertise
✅ Strategies for managing difficult attorney engagements and setting clear boundaries
✅ What to expect from Daubert challenges—and how to stay ahead of them

Master the art of professional, strategic attorney interactions while ensuring your contracts work for you—not against you. Don't leave your expert witness business vulnerable—equip yourself with the legal knowledge you need to thrive.

Delivering credible, composed, and persuasive testimony is essential for expert witnesses in depositions and trial settings. In this module, Matthew J. Fogelman, Esq., a seasoned trial attorney and seven-time "Top 100 Super Lawyer" in Massachusetts and New England, shares practical insights on how medical experts can strengthen their testimony, handle cross-examinations, and avoid common pitfalls.

With a career spanning high-profile employment and personal injury litigation, including multi-million dollar verdicts and one of the largest personal injury settlements in Massachusetts ($11.5M in 2024), Attorney Fogelman has prepared and cross-examined numerous expert witnesses. He understands what makes an expert persuasive—and what weakens their credibility.

🔍 What You'll Learn:

✅ Deposition Best Practices – How to stay composed, answer strategically, and avoid attorney traps
✅ Testifying at Trial – How to maintain credibility, connect with the jury, and communicate complex medical concepts effectively
✅ Handling Cross-Examinations – Techniques to respond confidently to challenging questions and objections
✅ Avoiding Common Pitfalls – Mistakes expert witnesses make that undermine their testimony
✅ Video Depositions & Body Language – How your presence and demeanor impact your credibility
✅ Objections & Interruptions – How to handle objections and when to pause or reframe your answers

Attorney Fogelman shares real-world examples of expert testimony, the importance of staying in your lane, and how preparing for cross-examination can make or break your testimony.

Standing out as an expert witness isn’t just about credentials—it’s about strategic marketing that gets you noticed by attorneys who need your expertise. In this session, Beryl Vaughan, a practice development expert with 17+ years of experience, shares proven marketing tactics to help you attract more cases, build your reputation, and position yourself as the go-to expert in your field.

🔍 What You'll Learn:
✅ Website must-haves that capture attorney attention and establish credibility
✅ Personal outreach strategies to connect directly with attorneys and generate referrals
✅ How to optimize your online presence so attorneys can easily find and hire you
✅ The biggest marketing mistakes expert witnesses make—and how to avoid them

If you want to grow your expert witness business with confidence, this module will give you the practical tools and strategies to make it happen.

Marketing yourself effectively is key to securing more expert witness cases—but how do you do it without compromising your credibility? In this session, Dr. J. Jordan Romano, Founder of MedicalExpertWitness.com, shares ethical marketing strategies to help medical experts attract attorney clients, establish a strong reputation, and build a sustainable expert witness business.

As an Ivy League-trained, board-certified internist and seasoned medical expert witness, Dr. Romano has spent nearly a decade consulting on medical malpractice cases, providing expert testimony, and mentoring physicians on how to grow their expert witness practices with professionalism and integrity.

🔍 What You'll Learn:
✅ How to market your expert witness services ethically—without appearing biased or self-promotional
✅ Why reputation matters—and how to ensure repeat business from attorneys
✅ The biggest ethical pitfalls in expert witness marketing—and how to avoid them
✅ Navigating conflicts of interest—what to check before taking a case
✅ The role of social media—how to maintain neutrality while increasing visibility
✅ Red flags to watch for when evaluating expert witness opportunities
✅ How to leverage networking and referrals to build long-term success

Dr. Romano also provides real-world insights on the do’s and don’ts of expert witness marketing, explaining why a strategic and ethical approach leads to more case referrals and a thriving business.

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Expanding your career beyond full-time clinical medicine can unlock higher income potential, greater flexibility, and new professional opportunities. In this session, Dr. Naomi Lawrence-Reid, a pediatrician and founder of Doctoring Differently Academy, shares proven strategies to help physicians leverage their expertise in innovative, lucrative ways—without leaving medicine behind.

With firsthand experience in diversifying her own career and income streams, Dr. Lawrence-Reid will walk you through real-world strategies to transition into non-clinical and flexible clinical work, helping you build a sustainable, high-earning career that aligns with your skills and lifestyle.

🔍 What You'll Learn:

✅ How to blend clinical and non-clinical careers to exponentially increase income
✅ The most lucrative non-clinical careers for physicians, including expert witness work, medical writing, and veteran disability exams
✅ Strategies to break free from restrictive full-time clinical contracts and gain career flexibility
✅ How to negotiate locums, per diem, and consulting work to create a diversified income
✅ Why forming an LLC or S-Corp can maximize tax benefits for physicians

Whether you're looking to reduce clinical hours, gain financial independence, or simply explore new opportunities, this module will provide you with a clear roadmap to career expansion and income growth—using the medical expertise you already have.

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