Physician Tax Planning Guide (2026): Save More, Avoid Surprises

Wood blocks spelling TAX next to a roll of cash and a blue block reading Tips

Taxes shouldn’t feel like a pop quiz. Yet for a lot of high-income physicians, that’s what it turns into. You go through the year, you work hard, you save what you can, then you get the number. Sometimes it’s fine. Sometimes it’s a punch to the gut. And even when it’s fine, you still wonder…

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From Refund Anxiety to Tax Strategy: What Changes When You Work With a Pro

U.S. flag with U.S. currency and tax document, representing physician tax planning and high-income tax planning.

If you’re a high earner in medicine, tax season can feel… weird. You make great money. You work hard for it. Yet every spring you still catch yourself thinking the same thing. Why do I feel behind. Sometimes it’s because your refund looks smaller than you expected. Sometimes it’s because you owe a lot and…

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The Hidden Cost of Delaying 401(k) and Roth Decisions Until Mid-Year

Person holding a compass next to stacks of coins and growth charts representing retirement tax planning decisions

High-earning physicians rarely procrastinate with patients.But with money?Different story. Many doctors wait until summer or even fall to decide: How much to put into a 401(k) Whether to use Roth vs pre-tax How their practice and side income change the plan On paper, it feels harmless.You still “maxed out,” right? In reality, delaying these decisions…

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