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
Back to Earned Institute
Brett LeMmon, CPA, Series 65
Senior Wealth & Tax Advisor
Tax Planning
Practice Transitions
Financial Planning
Brett has over a decade of experience working with practice owners. He brings a tax-focused perspective shaped by his background in public tax work and years of experience helping clients improve efficiency and build wealth. Through his work with Earned Institute, he provides practical, forward-looking strategies that help doctors reduce taxes, uncover opportunities, and make smarter financial decisions over time.
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CDA Entry, Expansion or Exit – A Workshop for Buyers and Sellers
Saturday, May 16, 2026
3:00pm EST
/
12:00pm PST
Thinking of purchasing a practice, adding an associate, bringing on a partner or considering selling? Benefit from the expertise of trusted industry partners in a small round table format to seek individual guidance. Learn whether practice ownership is right for you, the ins and outs of associate hiring, dental plan contract evaluation, how to prepare your practice for sale and much more.
Dental Practice Owner
Legal
CDA 2026
Thursday, May 14, 2026
CDA 2026 returns to the Anaheim Convention Center May 14–16, bringing dentistry’s most anticipated event back for three days of hands-on learning, expert insights, and the latest in dental products and services. Stop by Earned at booth 2440 to see how we’re helping practices grow while you explore everything the convention has to offer.
Legal
Payroll
Insurance
Wealth Management
Retirement
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
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