Taxes

All Posts

September 19, 2025

The Overlooked Investment Every Doctor Should Use to Cut Taxes and Lower Risk

Municipal bonds may sound boring, but for physicians in high tax brackets, they can deliver steady, tax-free income and protect your portfolio.

September 12, 2025

Everything You Need to Know About Required Minimum Distributions

This biggest downsides of most tax advantaged retirement accounts are that you (1) can only contribute a maximum certain amount each year and (2) you

September 8, 2025

Exploring The Massive Tax Benefits For Locum Tenens Doctors

Locum tenens is a really unique category of employment available to physicians. Like most, I never really knew much about it until a friend of

August 18, 2025

How To Actually Buy A Real Estate Investment Property

I’ve said it before but I’ll say it again…I love real estate investing. Now that I’ve gotten more experience and have developed systems, the process

July 21, 2025

Top 5 Tax Mistakes Every 1099 Physician Must Avoid

Let’s take a journey together, guided by the team at DocWealth, a physician founded tax strategy firm with a focus specifically on the unique needs

July 18, 2025

How Locum Tenens Doctors Work: A Complete Guide for Physicians

Locum tenens can be a great option for doctors looking to supplement their income, apply their skills in new settings, or explore alternative career paths.

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