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.

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Andrew Schwartz’s doctor-centered wealth insights

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What is Own Occupation Disability Insurance and Why is it Essential for Dentists?

As a dentist, you understand the dedication, time, and sacrifices required to excel in your field. Your specialized skills are not only valuable — they are irreplaceable. That's precisely why own-occupation disability insurance is such a critical part of your financial planning.

Insurance

Dentist

Legal

Estate Planning Essentials for Dentists: Protecting Your Legacy

At Earned, we know the critical importance of estate planning for dentists. Your practice is both your livelihood and your legacy. Therefore, we are dedicated to helping you protect and pass on your life's work in the most effective manner possible. What do you need to know about estate planning, and why does it matter for your future?

Dentist

Trust & Estate

Legal

10 Estate Planning Mistakes to Avoid

Creating a complete and comprehensive estate plan is one of the best ways you can protect your assets, your loved ones, and even yourself. Estate planning, however, can be a complex and confusing process. Mistakes are easy to make and those mistakes can cost you and your loved ones a considerable amount of time and money. Being aware of some of the most common estate planning mistakes can help you avoid them.

Trust & Estate

Legal

Tax Diversification: Essential for Long-Term Wealth Planning

For most dentists, reducing taxes and building wealth for retirement rank among the top financial priorities.Because tax rates, deduction rules, and other tax-related laws are impossible to predict years or decades in advance, including a tax diversification strategy in your long-term financial plan is essential. In this article, we explain this concept and offer practical tips for implementing it.

Tax Planning

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The Earned perspective with Andrew Schwartz

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Andrew Schwartz’s doctor-centered wealth insights

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