What to Fix in January Before It’s Permanent

Checklist graphic representing January tax planning steps physicians should review before filing

January feels calm.The year is wide open.No deadlines are screaming yet. That’s the trick. For physicians, January is when small decisions turn into patterns.Payroll settings.Bookkeeping habits.Business structure.Estimated tax assumptions. You don’t “feel” the consequences in January.You feel them in September.Or at tax time.Or when you realize you can’t undo something without pain. If you want…

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Why January Is the Right Time to Hire a Tax Advisor

two professionals meeting to review January tax planning and strategy

January feels calm on the surface.The holidays are over.Your schedule stabilizes.You finally have a little room to think. That’s exactly why it’s the best time to hire a tax advisor. Not in April.Not when you’re rushing to upload documents.Not when you’re trying to undo decisions from 11 months ago. January gives you leverage.It gives you…

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Make Your Retirement Plan Pay You Back

Older couple at a table reviewing a document and using a calculator near a laptop.

You work hard.Your retirement plan should pay you back now and later. This guide gives you clear steps you can run this month.Short lines. Direct actions. No fluff. What “pay you back” means Cash benefit today Lower taxes this year Flexible withdrawals later Protection for family and practice Ask yourself: Where’s the free money? Which…

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Should Doctors Use an S-Corp for Side Income? Here’s the Pay Strategy

Overhead view of a notebook reading “Side Hustle Ideas” next to a calculator, pen, and a roll of cash.

You’re picking up extra income.Consulting. Locums. Courses. A small advisory gig. An S-corp might help. It might not.This guide gives you a clean way to decide—and a pay strategy you can actually run. The fast answer Use an S-corp when side-business profit is meaningful and repeatable, and you’re willing to run payroll and books.Skip it…

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Doctors’ Checklist for Taxes on a Practice Sale

Red “For Sale” sign hanging on a post against a blue sky with white clouds.

You built a practice.Now you’re planning the exit. This checklist helps you keep more after taxes.Short steps. Clear actions. Straight talk. First, pick your lane Asset sale. Buyer purchases assets. You keep the entity. Often more tax-friendly for buyers. Stock or ownership sale. Buyer purchases the entity itself. Often simpler for sellers. Ask early: Which…

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Physician Tax Solutions’ October Tax-Saving Tips

If you have employees, you must withhold their 6.2 percent share of the Social Security tax from their wages up to an annual wage ceiling ($137,700 for 2020). You must pay the money to the IRS along with your matching 6.2 percent employer share of the tax.

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