Tax Planning

Tax Planning

Don’t Just Give — Give Smarter: How Donor Advised Funds Can Help You Give and Save More

One strategy that’s been growing in popularity among our clients is the use of Donor Advised Funds (DAFs) — which let you donate to your favorite causes while optimizing your taxes. It’s a win-win, allowing you to give generously while also saving more money.

Tax Planning

10 Year-End Tax Tips for High-Earning Doctors

No matter where you are in your career journey, the end of the year is the perfect time to implement tax strategies to help optimize your financial situation.

Tax Planning

Tax-Smart Strategies for Doctors: An Introduction to Tax-Loss Harvesting

Tax-loss harvesting is a sophisticated investing strategy that can turn market dips into tax deductions.

Tax Planning

Tax Minimization Strategies for Plastic Surgeons

By roughly employing a handful of key optimization tactics, the plastic surgeon in this hypothetical illustration reduced their taxable income by ~$250,000, which led to ~$136,000 less in taxes paid.

Tax Planning

Physicians Making Over $200,000: Watch Out for These Phase Outs and Additional Taxes

Tax Planning

Practical Tax Advice for Everyday Financial Management

As doctors file their income tax returns, sometimes there are tax exemptions and tips associated with ordinary actions that they may not be aware of.

Tax Planning

Tax Minimization Strategies for Physicians: a Side-by-Side Comparison

Tax Planning

Important Tax Planning Information for 2023

Tax planning is a year-round process, but as Tax Day on April 18th approaches, it’s important to make sure you have the information you need to file correctly.

Tax Planning

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.

Tax Planning

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 Planning

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?

YOUR GUIDE TO

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.

YOUR GUIDE TO

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.