Taxes

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June 27, 2025

I Designed a DIY Financial Literacy Curriculum for Physicians

Every time that I give a talk to other doctors about the importance of financial well-being, I inevitably receive the same question afterwards. How do

June 23, 2025

What You Need to Know: Upcoming Changes to the U.S. Tax Code (A Physician’s Guide)

I recently hosted Paul Channo from Tax Planning Boutique to discuss the potential upcoming changes to the tax code in the “Big, Beautiful Bill.” These

June 20, 2025

3 Important Lessons Learned From Our Recent Tax Audit

About a year ago, Selenid and I received an unexpected letter from the New York State Department of Taxation. Basically, they were informing us that

May 16, 2025

How to Use the Augusta Rule to Lower Your Taxes

Doctors’ biggest expense each year is hands-down taxes. That’s why lowering one’s tax burden is by far the #1 question or topic request that I

March 31, 2025

Tax Planning for Doctors: What to Expect in 2025 and Beyond

Taxes are a significant concern for doctors—often the largest single expense we face. With the Tax Cuts and Jobs Act (TCJA) of 2017 set to

February 21, 2025

When Should You Rebalance Your Investment Portfolio?

I’ve talked before about how important it is to rebalance your investment portfolio. And while it’s important to understand the concept of rebalancing, we need

February 7, 2025

Mineral Rights: A Lucrative Investment Opportunity in Energy and Real Estate

Owning mineral rights can offer lucrative rewards, making it an increasingly attractive option for savvy accredited investors. Mineral rights investment ownership grants the holder the

January 31, 2025

My 10 Best Financial Predictions for 2025

Let’s pretend for a second that my crystal ball is clear. And that I can read the tea leaves and make financial predictions that are

January 30, 2025

PhREI Network Roundup 1-30-25: Wins of 2024

As you know, as part of the PhREI network, we decided to start a weekly roundup to share new activity from across the network. Enjoy! The

November 11, 2024

7 Steps to Build My Rich Dad Cash Flow Statement

In his famous book, Rich Dad, Poor Dad, Robert Kiyosaki introduces the concept of the cash flow statement. (He technically calls it an income statement