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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Get a Jump on 2026 Taxes: 10 Smart Planning Strategies to Make Now

Did you have questions about your 2025 personal income tax return that you never got around to asking your tax preparer? Well, reaching out to your tax professional after April 15 is actually a perfect time to follow up and get those open questions answered.

Tax Planning

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

How One Physician Turned a Simple Tax Engagement into a Multi-Million Dollar Wealth Strategy

Many successful doctors rely on trusted CPAs to handle tax compliance, but that’s only one piece of a much larger financial picture, especially as your income, assets, and responsibilities grow more complex. At Earned, we work alongside top CPA firms to offer a more strategic approach: one that unifies tax strategy and personalized wealth management to uncover hidden opportunities and protect long-term wealth.

Financial Planning

Tax Planning

Physician

The 30-Minute Identity Protection Checklist Every Doctor Should Do This Tax Season

Tax season is one of the easiest times of year for scammers to exploit identity theft.

Tax Planning

Doctor

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The Earned perspective with Andrew Schwartz

Andrew Schwartz’s doctor-centered wealth insights

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