PODCAST

BLOGS

What Happens If You Ignore Form 1099-S After Selling Your Home?

March 25, 2026

Selling a home can feel like the finish line. The closing is done. The money moved. You signed a stack of papers that probably felt too thick. Then a tax form shows up later and you think, maybe this does not really apply to me. That form is often Form 1099-S. If you ignore it,…

How High-Income Contractors Can Build a Year-Round Tax Strategy

March 24, 2026

If you earn strong 1099 income, it can feel like you are doing well on paper and still falling behind on taxes in real life. That is the part many contractors learn the hard way. You bring in more money.You have more freedom.You may even have better write-offs than a W-2 employee. But you also…

Telemedicine Business Deductions: Internet, Software, CME, and More

March 23, 2026

If you earn good money through telemedicine, your tax bill can get big fast. That is usually the moment when doctors start asking better questions. Not just, “What can I deduct?” but, “What should I have been tracking this whole time?” And honestly, that is the right question. Telemedicine can create real tax deductions. Your…

WEBINARS

Why Tax Planning Matters More When You Have 1099 Income

By David Auer | June 5, 2026

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…

Asset Protection Planning for Business Owners and Professionals

By David Auer | August 9, 2024

  “You don’t buy insurance after the loss.”That idea came through clearly in the webinar transcript, and honestly, it’s the easiest way to explain this topic. Asset protection works the same way. You put it in place before the claim, before the lawsuit, before the creditor, before the messy surprise. If you are a high-income…

Mastering Financial Planning for Physicians Strategies for Protection, Liquidity and Diversification

By David Auer | August 1, 2024

  Mastering Financial Planning for Physicians Strategies for Protection, Liquidity and Diversification Protection Comes First, Even If It Feels Less Urgent “Build your wealth once. Don’t build it twice.” That line from the webinar sticks with me because it gets to the point fast. For physicians, financial planning is not just about earning more or…