Sold Nvidia, Apple, or Tesla Stock? Don’t Forget the Tax Bill

Physician reviewing stock portfolio gains from Nvidia, Apple, and Tesla on a laptop while calculating capital gains taxes

In a Nutshell If you sold shares of Nvidia, Apple, or Tesla and walked away with a profit, the IRS wants a piece. Here is the short version: Selling stock for a gain triggers a tax bill, even if you reinvest the money. Short-term gains (held one year or less) are taxed at your regular…

Read More

Why Tax Planning Matters More When You Have 1099 Income

Network of tax, medical, finance, home office, travel, and retirement icons representing tax planning for physicians with 1099 income.

In a Nutshell If you’re a physician with any 1099 income, the tax code gives you options that pure W-2 earners just don’t have. The three big moves are simple in concept: claim the deductions you already qualify for, set up the right business entity, then layer in advanced strategies once those basics are locked…

Read More

The Complete Guide to Quarterly Estimated Taxes

Illustration of a doctor reviewing a calendar, tax documents, and financial charts for quarterly estimated tax planning

In a Nutshell Quarterly estimated taxes are payments you send to the IRS four times a year on income that doesn’t have taxes withheld. For 2026, the deadlines are April 15, June 15, September 15, and January 15, 2027. If you’re a doctor with side income, run a private practice, or work as a locum…

Read More

Best Tax Preparation Services for Physicians With Multiple Income Sources

Physician reviewing financial reports and tax documents while calculating multiple income sources at an office desk

In a Nutshell Physician tax preparation services aren’t just regular tax help with a fancy label. If you’re a doctor juggling a W-2 hospital job, some 1099 locum shifts, maybe a side telehealth gig, and a rental property or two, your taxes are not “regular person” taxes anymore. You need a specialist. The best tax…

Read More

W-2 and 1099 Physician Income Safe Harbor Rules: A Beginner’s Guide

Laptop displaying W-2 and 1099 physician income safe harbor tax planning presentation in a modern medical office workspace

In a Nutshell If you’re a physician earning income from both a hospital job (W-2) and side gigs like locums or telehealth (1099), the IRS expects you to pay taxes as you earn, not just in April. The irs safe harbor rule is your shield against underpayment penalties. Pay either 90% of what you’ll owe…

Read More

S Corp vs Professional Corporation (PC) vs PLLC: What Physicians Need to Know

Physician reviewing PLLC, PC, and S Corp business structures with a tax advisor in a medical office setting

In a Nutshell Picking the right business structure as a physician isn’t just paperwork. It directly affects how much tax you pay, how protected your personal assets are, and whether your state will even let you operate the way you want. Here’s the short version: A Professional Corporation (PC) is a formal corporate structure that…

Read More

The Accountable Plan Setup for Physician Practices: A Step-by-Step Guide

Minimalist 3D illustration showing the step-by-step setup process for accountable plans in physician practices with tax planning and reimbursement icons.

In a Nutshell An accountable plan is a written, board-approved policy that lets your practice reimburse you for legitimate business expenses you paid personally, tax-free. It works best for physicians running an S-corp or PLLC taxed as an S-corp, where you wear two hats: owner and W-2 employee. Done right, it can quietly move thousands…

Read More

How to Pay the IRS Online Without Making Costly Mistakes

Digital IRS electronic payment interface showing online tax payment methods including bank transfer, debit card, and digital wallet options.

In a Nutshell Paying the IRS online is faster, safer, and (mostly) free, but high-earning physicians make expensive errors all the time. The big ones? Missing quarterly deadlines, picking the wrong payment method, and forgetting that estimated taxes are a year-round game. Here’s what you need to know: The IRS now requires electronic payments for…

Read More

How to Determine a “Reasonable Salary” as a Physician S Corp Owner

Illustration of a physician S Corp owner reviewing reasonable salary, pay stub, salary benchmarks, and compensation analysis with a tax advisor.

In a Nutshell The IRS requires you to pay yourself a fair salary before taking distributions from your S Corp. “Reasonable” means what another physician with your specialty, experience, and workload would earn doing the same job. Pay yourself too little, and the IRS can reclassify your distributions as wages, plus add penalties and back…

Read More