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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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The Hidden Tax Cost of Managing Your Accounts One at a Time
Why coordinating your family's investments as one portfolio helps doctors keep more of what they earn
Tax Planning
Wealth Management
Tax & Accounting
Doctor
2026 Year End Tax Checklist
Run these before the 2026 window closes on December 31. Amounts are 2026 IRS limits — check the ones that fit and bring them to your advisor with your latest Form 1040.
Tax Planning
Tax & Accounting
Wealth Management
Side Work and the IRS: Is It a Business or a Hobby?
Many doctors consult or subcontract outside of their primary practice. Speaking engagements, consulting arrangements, medical writing, expert review work, survey preparation, and other side gigs outside the medical industry are all common.
Tax Planning
Doctor
Life-Changing Milestones: The Perfect Time to Review and Update Your Financial Game Plan
A medical career is long, and the financial decisions that you make along the way compound over time.
Tax Planning
Retirement
Doctor

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