Taxes on Investments: A 2025 Guide for Physicians

August 29, 2025
Two professionals analyzing investment performance and tax implications on dual screens and printed charts.

If you’re earning good money as a physician, your investments might be growing—but so are your tax risks. And while most investment income is taxable, the smartest doctors take control of what gets taxed, when, and at what rate. That’s the difference between coasting and building serious, tax-smart wealth. Let’s break it all down—with 2025…

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Expanded SALT Deduction for Businesses: A 2025 Tax Planning Opportunity

July 30, 2025
A colorful four-panel comic strip showing a business owner and a physician meeting with a tax advisor, then celebrating tax savings from the expanded SALT deduction. Speech bubbles contain only emoticons for vagueness.

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…

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What You Should Be Doing Right Now: Tax and Retirement Planning Mid-Year

June 9, 2025
A person working on tax and retirement planning documents at a beach café table in summer

We’re halfway through the year. That weird middle ground—too late to say “I’ll deal with it later,” but not so late that you’ve run out of options. If you’ve ignored your taxes or haven’t touched your retirement plan since January, now’s your window. Mid-year is when your numbers are real, not just guesses. And with…

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