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BLOGS

IRS Tax Audit: Everything You Need to Know and Signs You Might Be Audited

September 13, 2022

The Inflation Reduction Act of 2022 will increase the IRS’ budget by $80 million over 10 years. What does that mean for you? In short, it gives the IRS the funding for personnel to conduct more tax audits. That means if you’re already at risk of an audit, the chance of you getting one in the…

The $80 Billion Question: How Will the New IRS Affect You?

September 9, 2022

Our Sept. 7th, 2022 webinar recording covers how the new $80 billion injection of funding may change the future of the IRS. David Auer gives us a look at some statistics on the state of the IRS, and where the organization may improve and how many more audits they might be able to handle.  

Cryptocurrency Has Unique Rules When It Comes to Income Taxes

July 5, 2022

So far in the gaining popularity of cryptocurrencies, we’ve only heard from the IRS in 2014 and 2019 on how crypto impacts your taxes. Throughout the history of crypto, the IRS has marked virtual currency as property. Because of this unique designation, cryptocurrencies are subject to capital gains taxes. For the Beginners – What 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…