PODCAST

BLOGS

Maximizing Tax Deductions: How Doctors Can Write Off Business-Related Vacations in 2025

February 21, 2025

For busy medical professionals, finding time for both business development and relaxation can be challenging. However, with proper planning, doctors can combine business trips with leisure travel and legally deduct certain expenses on their 2025 U.S. tax return. While the IRS strictly prohibits writing off purely personal vacations, integrating business activities can make parts of…

Doctors: Is Your Physician Group Causing You to Pay Higher Taxes in 2025?

February 14, 2025

Classifying doctors as employees can significantly increase their tax burden An increasing number of doctors are banding together to form medical “super groups,” and the benefits can be significant: economies of scale, greater leverage in negotiations with insurance companies and large hospitals, administrative support that leaves doctors free to focus on patient care, and a…

Top Asset Protection Mistakes Doctors Make & How to Avoid Them

February 7, 2025

Top Asset Protection Mistakes Doctors Make & How to Avoid Them As a doctor, you’ve invested years of education, training, and financial resources into building your career. However, your profession also exposes you to financial risks that can threaten your wealth. Medical professionals are frequent targets of lawsuits, and without proper asset protection strategies, 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…