PODCAST

BLOGS

January Moves That Create Flexibility for the Year

January 14, 2026

January has a weird reputation. It’s either “new year, new you” energy…Or it’s the month where you’re already behind and trying to catch up. For physicians, it’s usually the second one. Your schedule ramps back up. Patients stack. Meetings restart. And your inbox suddenly remembers you exist. So tax planning in January can feel optional.…

January vs December Tax Planning: Why Timing Wins

January 13, 2026

Most physicians treat tax planning like a year-end chore. You get through the year.You survive the schedules.Then December shows up and everyone suddenly wants a “quick tax plan.” I get it. December feels like the moment you’re supposed to handle taxes. But for doctors, December planning is usually damage control. January planning is where timing…

Should You Change Your Business Structure in January?

January 12, 2026

January doesn’t come with obvious tax pressure. There’s no filing deadline. No urgent email from your CPA. No line item screaming for attention. That’s why business structure often gets ignored this month. For physicians, that’s a problem. Not because January forces you to act, but because it’s one of the few times the calendar is…

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…