What are the opening hours?

Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

UPAL - Utica Physicians Association, Ltd.

Home
United States
Tulsa, OK
UPAL - Utica Physicians Association, Ltd.

UPAL has a long history of providing financial services to health care professionals, but UPAL's offerings are not limited to the healthcare industry.

UPAL was founded in 1985 by five Tulsa physicians. The forethought and vision of these physicians manifested itself in the form of a business cooperative which would collectively develop programs and services to drive down business overhead and personal costs. Today, the Association has nearly 800 healthcare professional members in 18 states and provides a myriad of benefits such as:

*Financial services (including retirement plans, investment management, estate planning, wealth management, banking and IRA services);

*Group purchasing solutions (including insurance products, office supplies, accounting services, med‐surg supplies, office equipment and more).

10/30/2026

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

10/29/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

10/28/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

10/27/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

10/26/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

10/24/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

10/23/2026

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

10/22/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

10/21/2026

As complex as the details of taxes can be, the income tax process is fairly straightforward.

A quick look at how federal income taxes work.

10/20/2026

Benefit. Premium. Policyholder. Learn the language before evaluating your options.

Term insurance is the simplest form of life insurance. Here's how it works.

Address

6840 S Trenton Avenue
Tulsa, OK
74136

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Website

http://www.upal.com/, http://www.linkedin.com/company/upal/, https://twitter.com/UticaPhysicians, https://plus.google.co

Alerts

Be the first to know and let us send you an email when UPAL - Utica Physicians Association, Ltd. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.