FEATURED

Earned Introduces After-Tax Alpha, a New Framework for Measuring the Value of Integrated Wealth and Tax Management for Doctors

New research shows Earned clients saved or deferred an estimated 3.7% in taxes year-to-date — demonstrating how continuous, integrated tax management can materially improve long-term after-tax wealth

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.

2026 Outlook: The Discipline Dividend

A Doctor-Centered Perspective on Markets, Risk, and Long-Term Wealth

A Doctor’s Guide to Smarter Wealth and Retirement Planning

At Earned, we understand that doctors face unique financial challenges. High student loans, the transition to practice ownership, and the responsibility of planning for retirement all create a complex financial landscape. Earned is here to help.

Earned Accelerates its Unique Acquisition-Led Growth Strategy and Establishes New England Footprint with Acquisition of Premier Healthcare-Focused Tax and Accounting Firm, Schwartz & Schwartz

Strategic acquisition expands Earned’s national presence and strengthens its position as the most comprehensive financial partner for healthcare professionals

2025 Mid-Year Market Outlook: Helping Doctors Navigate Fragility, Find Durability, and Embrace the Age of Alpha

For many doctors, 2025 has likely felt like another whirlwind — both on the job and in the markets. From sweeping fiscal legislation to tariff-driven market volatility and policy shifts out of Washington, the first half of the year demanded agility and clarity from investors.

Your Doctor Retirement Checklist: Are You Ready?

Whether you're a few years out or already setting the wheels in motion, this checklist is designed to help doctors like you navigate the financial, professional, and emotional aspects of stepping away from practice.

How Doctors Can Stay Calm During Market Fluctuations

Recent market fluctuations have left many investors feeling uneasy. At Earned, we understand that as a doctor, your time is valuable and you shouldn’t have to spend it stressing over market swings. Our goal is to provide clarity and confidence, helping you navigate this period of economic uncertainty with a long-term view. 

SPOTLIGHT

Washington's Millionaires Tax: What Physicians and Dentists Need to Know
What Washington's new 9.9% tax on income above $1 million means for physician and dental practice owners, and how to build a plan around it.
Tax Planning
Tax & Accounting
Wealth Management
Physician
Dentist
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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80 Retirement Tips for Doctors
Retirement planning for doctors comes with unique challenges—from delayed saving and complex taxes to practice transitions and legacy planning. This guide offers 80 practical tips to help you preserve wealth, reduce taxes, protect your assets, and build a retirement designed to last well beyond age 80.
After-Tax Alpha: Six Ways Doctors Can Keep More of What They Earn
For many high-income doctors, taxes are one of the largest controllable expenses. Earned After-Tax Alpha explores six strategies that integrate tax planning with investing, career decisions, and practice ownership to help doctors keep more of what they earn.
How Long Does It Take to Sell Your Dental Practice?
At Earned Legal, we have guided many dentists through the process of selling their practices and witnessed firsthand how every scenario can differ. When considering a sale, it helps to have experts on your side who understand the complexities and legalities involved.
Your Complete Checklist for Selling a Dental Practice
"Over the years, I've had the amazing opportunity to help guide doctors on their practice sales as they move on to the next chapter of their lives. This checklist gives you an easy way to navigate the process without missing a step." — Ali Oromchian
Tax Strategies You Didn't Know You Needed
For most doctors, taxes are the single largest annual expense. Yet hidden opportunities to reduce that burden often go unnoticed — especially when income, practice ownership, and investments grow more complex. At Earned, we specialize in uncovering these opportunities. By integrating tax planning and wealth management, we help doctors keep more of what they earn, align their finances with their values, and build lasting wealth.
S-Corps, Reasonable Salaries, and Taxes: What Practice Owners Need to Know
If you're a doctor or practice owner earning a healthy income, you've likely heard someone mention switching to an S-Corp to save on taxes. Maybe your accountant brought it up, or a colleague told you it “cut their tax bill in half.” And while S-Corps can be promising, like anything in tax planning, it’s important to slow down, look at the whole picture, and make sure this option is a good fit for your current situation.
4 Practical Real Estate Investment Strategies for Doctors
There's no doubt real estate is a popular investment strategy for high-earning doctors – it is often a solid way to diversify your investments, save more for retirement, protect against inflation, and potentially enjoy some tax benefits.
How Doctors Can Leverage Deductions in 1099 Work
Many doctors and physicians engage in work where they are paid as a contractor rather than as an employee. Learn more here.
How to Use Your Tax Return to Identify Potential Investment and After-Tax Opportunities
Did you know your tax return, Form 1040, tells a story about how to potentially improve your investment strategy and increase after-tax wealth?
8 Steps to Better Protect Your Financial Information
As a healthcare professional, you understand the critical importance of protecting sensitive information. This recent security breach highlights the urgent need for proactive measures to secure your financial data.
Financial Rules of Thumb for Doctors
Financial rules of thumb are popular and generally act as a quick framework or general guideline. They can be a helpful shorthand and some have been derived from historical and collective wisdom that have stood the test of time.
Spending Framework for Doctors
Top Tax Mistakes Doctors Make
Many doctors unknowingly make costly tax mistakes that slow down their wealth-building efforts. Learn tips to avoid them to help you maximize your savings and invest more efficiently.
Unpacking DSOs
In this guide, we’ll uncover the current state of the DSO marketplace, how to position your practice for a successful DSO transaction, and tax-smart strategies to help you minimize taxes and improve your financial outcomes.
Untapped Tax Strategies
Reducing your tax burden is one of the most powerful ways to accelerate your wealth and achieve your financial goals faster. These untapped tax-saving secrets can have a huge impact.

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The Earned Institute is powered by the same team that provides comprehensive wealth and tax solutions to doctors, their families, and their practices.