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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
Article
How the One Big Beautiful Bill Act Impacts Doctors
Market Update
Article
How the One Big Beautiful Bill Impacts Practice Owners
As a medical practice owner, staying ahead of legislative changes is critical — especially when they directly affect both your personal finances and your practice. This article breaks down what the newly passed One Big Beautiful Bill Act (OBBBA) could mean for you.
Practice Owner
Market Update
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What Physicians Should Know About the SECURE Act 2.0
We’ve analyzed the nearly 400 pages of the SECURE Act 2.0 to identify what may affect physicians most at different stages of their careers.
Key Dates for Planning Your Financial Health in 2023
As 2023 jumps into gear, you may be thinking about plans and goals for the coming year and beyond. Maybe your plans include financial planning, or maybe one of your goals is to take a look at your financial health and set yourself up for the future.
Check These 3 Things Before Year-End
The end of the year can be a hectic time and likely the last thing you will want to do is take on another to-do list. Earned has compiled 3 things to check before year-end; these items are time-sensitive and may potentially lead to savings.
How Doctors Can Improve Their Credit Scores
We share a handful of strategies that can have a huge impact on improving your credit score, paving the way for a more secure financial future.
How Physicians Can Maximize Long-term Wealth‍ through Better Tax Management
Earned Wealth's Chief Wealth Officer runs you through how physicians can maximize long-term wealth‍.
Tax Smart Investing: Using Custom Indexing to Minimize the Impact of Taxes
As high earners, physicians typically pay a lot in taxes. Custom indexing and tax-smart technology can help reduce taxes and enable personalization of physician portfolios.
How to Maximize Your Roth Savings as a Resident or Fellow
“Compound interest is the 8th wonder of the world. Those who understand it, earn it. Those who don’t, pay it.”
Why Every Physician Should Consider Disability Insurance
Disability insurance, also referred to as disability income protection, provides a monthly predetermined replacement income should you find yourself unable to work or generate an income.
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.
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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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