Andrew D. Schwartz, CPA

The Earned perspective with Andrew Schwartz

Andrew D. Schwartz, CPA

Managing Director, Tax & Accounting

Tax Planning

Practice Transitions

Financial Planning

Andrew brings decades of experience advising healthcare professionals on tax, accounting, and practice growth, along with deep expertise in practice transitions and dental practice brokerage. As a founder of multiple healthcare-focused organizations and a frequent industry speaker, his work with Earned Institute brings specialized, experience-driven insight tailored to the operational and financial realities of medical and dental practices.

Andrew Schwartz’s doctor-centered wealth insights

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Earned After-Tax Alpha: Quantifying the value of integrated wealth and tax management for doctors

This whitepaper quantifies what we call Earned After-Tax Alpha: the measurable value created by Earned’s integrated, continuous, doctor-centered approach to tax management.

Wealth Management

Tax Planning

A Tax Advantaged Retirement Account for Your Kids Under 18

Due to the One Big Beautiful Bill (OBBB), which passed in 2025, eligible children under the age of 18 have the opportunity to get an early jump on retirement savings. Included in the OBBB legislation was a unique savings plan for children under age 18 that allows your child to receive contributions capped at $5,000 annually.

Retirement

Tax Planning

Tax & Accounting

Wealth Management

Health Insurance Tax Benefits for Practice Owners

For doctors who own their practice and purchase their own health insurance, the premiums they pay for personal or family health insurance will generally provide a large tax deduction, resulting in significant tax savings annually.

Practice Owner

Insurance

Tax Planning

Tax & Accounting

EBITDA for Dental Practices: The Two Metrics That Drive True Profit

Most dental practice owners know the acronym. Fewer know what it actually measures.

Dental Practice Owner

Dentist

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The Earned perspective with Andrew Schwartz

Andrew Schwartz’s doctor-centered wealth insights

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