Brett LeMmon, CPA, Series 65

The Earned perspective with Brett LeMmon

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.

Join Brett for upcoming events

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CDA Entry, Expansion or Exit – A Workshop for Buyers and Sellers

Saturday, May 16, 2026

May

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

May

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

Brett LeMmon’s doctor-centered wealth insights

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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

A Tax Advantaged Retirement Account for Your Kids Under 18

Due to the One Big Beautiful Bill (OBBB), which passed in 2025, eligible children under the age of 18 have the opportunity to get an early jump on retirement savings. Included in the OBBB legislation was a unique savings plan for children under age 18 that allows your child to receive contributions capped at $5,000 annually.

Retirement

Tax Planning

Tax & Accounting

Wealth Management

Health Insurance Tax Benefits for Practice Owners

For doctors who own their practice and purchase their own health insurance, the premiums they pay for personal or family health insurance will generally provide a large tax deduction, resulting in significant tax savings annually.

Practice Owner

Insurance

Tax Planning

Tax & Accounting

Tax Considerations When Your Child Graduates

Your child just finished college and landed their first full-time job. For them, it's a milestone. For your tax return, it's a transition worth planning around. Here's what parents need to know in the year their child graduates from undergrad.

Tax Planning

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The Earned perspective with Brett LeMmon

Join Brett for upcoming events

Brett LeMmon’s doctor-centered wealth insights

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