Archive For: Tax Planning

How To Avoid Common Physician Tax Errors

While it’s true that most doctors are relatively high-earners, physicians also face unique financial obligations (i.e. high loan repayment, disability insurance premiums, etc.) that make it essential to avoid any mistakes when it comes to taxes. By avoiding a few common tax errors, doctors can keep more of their earnings to put towards financial goals ... Read More
 

The Physician’s Guide to Backdoor Roth IRAs

It’s never too early to start planning for retirement. As a physician, you endure more years of school and training than folks in almost any other profession. That means that by the time you start working, you’re already behind in terms of retirement savings. So how do you catch up? What’s the best way to ... Read More
 

Constructive Trade Talks Help S&P 500 Post Best Start to Year Since 1998

Markets rebounded from yield curve fears as constructive US-China trade talks boosted global stocks. Progress appears to have been made in the latest round of trade talks as US negotiators arrived in Beijing on Thursday to continue discussions. Following the meetings, reports stated there was positive progress in all areas ... Read More
 

What’s The Deal With Taxes?

Feel like you’re paying too much for taxes? You are not alone. “No new taxes!”. Those were the words of George Bush Sr. when he was running for president in 1988. Similar messages are communicated and thought of not only during election years, but this sentiment resonates in the minds of most who are trying ... Read More
 

Mid-Year Tax Changes That Will Help You

Making mid-year tax changes can completely change your outlook for the year Mid-year tax changes are a great way to make sure you’re even with the government come tax season. Remember, if you get a large refund, you’ve given the government an interest-free loan straight from your pocket! One of the easiest ways to reduce ... Read More