PODCAST

BLOGS

Expanded SALT Deduction for Businesses: A 2025 Tax Planning Opportunity

July 30, 2025

State and local taxes (SALT) have been a sticking point for high-income business owners since the Tax Cuts and Jobs Act (TCJA) capped deductions at $10,000 in 2018. That cap limited how much individuals and pass-through businesses could deduct on federal returns, leading to significantly higher tax bills in high-tax states. But 2025 brings an…

The Advantages of Being a 1099 Physician

July 29, 2025

Many physicians are discovering that being an independent contractor—a 1099 physician—offers more than just a different way to earn income. It’s one of the most powerful ways to keep more of what you earn through strategic tax planning and wealth-building strategies. If you’ve ever felt frustrated watching a large portion of your paycheck disappear to…

Regret That Loan? Here’s How to Fix It

July 24, 2025

Most people don’t take out a loan thinking they’ll regret it. But then reality kicks in. The interest rate creeps up, the payments start to sting, or maybe the purpose of the loan no longer makes sense. Whether it’s a personal loan, business loan, or something in between—if you’re feeling stuck with one, you’re not…

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…