1099 vs. W2: Which Path Fits Your Money, Benefits, and Lifestyle? You just got an offer, and now you are Googling like crazy. Should you take the W2 or 1099? If you are a physician,… Read More
1099 vs W2: What You Should Know on Taxes, Benefits, Pay
Tax Planning
5 Tax Moves Every High-Income Household Should Use for Big Savings
5 Must-Know Tax Moves for High-Income Households Before Year-End (2025 Edition) Tired of scrambling every March, hunting for last-minute tax tricks like socks in the dryer? If you’re in a high-income household (yes, I’m looking… Read More
2025 Tax Overhaul Guide: One Big Beautiful Bill Explained for Your Wallet and Sanity
The 2025 Tax Overhaul: What the One Big Beautiful Bill Act Means for Your Wallet (And Sanity) Ready to decode the monster tax bill that just dropped? You’re in the right place. Grab a coffee… Read More
Unlock HSA Tax Perks: Max Out Savings, Avoid Costly Mistakes Now
Shocking HSA Secrets: Are You Missing Out on Major Tax Benefits? So, you think you know your Health Savings Account? You might be leaving piles of money on the table every year without realizing it…. Read More
Tax Hacks Aren’t Always a Shortcut
Why “Easy” Tax Hacks Aren’t Always a Shortcut: What High-Income Professionals Need to Know Taxes are a constant for high earners, particularly physicians and other professionals with complex compensation arrangements. The promise of “easy” tax… Read More
NUA 401(k) Tax Strategy: Maximize Savings on Company Stock for High-Earners
What Most Docs Miss About Their Spouse’s 401(k): Unlocking a Powerful Tax Strategy with NUA If you or your spouse have company stock inside a 401(k), you could be sitting on an overlooked tax gem…. Read More
Pre-Tax vs Roth for Physicians: Why Pre-Tax Still Maximizes Your Retirement
Why Pre-Tax Should Still Be Your Go-To For Retirement Savings in Your Peak Physician Years When you earn a high income, every decision about your retirement accounts can have a lasting effect. One of the… Read More
Review Your Tax Return: Catch Costly Errors, Save Money, and Avoid IRS Penalties
Review Your Tax Return: Uncover and Correct the Most Common Errors You file your taxes every year, maybe with a professional, and assume everything is correct. But what if there’s money hiding in plain sight,… Read More
Cash Balance Plan Explained: Maximize Tax Savings and Build Wealth
Decoding the Cash Balance Plan: The Secret Weapon for Retirement Savings? Are you a high-income earner looking to supercharge your retirement savings? You might be maxing out your 401(k)/403(b) and your Backdoor Roth IRA, but… Read More
Are RMDs Endangering Your Retirement? Learn How to Defuse This Potential Tax Threat
Are You Sitting on a Ticking Tax Bomb? RMDs and Your Retirement Are you doing everything right, saving diligently for retirement? Great! But, uh oh, is there a ticking tax bomb lurking in your future?… Read More