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The Earned perspective with Andrew Schwartz

Andrew D. Schwartz, CPA
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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How Doctors Can Avoid an IRS Underpayment of Tax Penalty Using the Safe Harbor Rule
A bigger paycheck is always the goal. A bigger tax penalty on top of a bigger tax bill is not.
Tax Planning
The Asset Protection Checklist for New Attendings
If you began your first attending position this July, congratulations — the training years are behind you, and the real paycheck has finally arrived.
Financial Planning
Attending
Insurance
The Mid-Year Tax Checklist Every Doctor Needs to Review Before Year-End
September marks the ideal time of the year to review your year-to-date 2026 taxable income and deductions to be sure that you're on track to maximize your allowed tax deductions.
Tax Planning
Physician
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

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