Sep 28, 2021
You aren’t going to want to miss this! Changes are afoot when it comes to our tax code. And very few of the major taxing areas go untouched by Biden’s proposal. We’re talking tax brackets, capital gains, the S Corp vs C Corp decision, and even the beloved backdoor Roth conversion. Ironically, ER Docs are right on...
Sep 21, 2021
In preparing taxes for our clients, we find 9 out of 10 ER Docs donate, in some form, to charity. And statistics support that claim. But the traditional way of writing a check to a charity or two you believe in likely isn’t the best way to give. More creative ways exist – ones that not only can benefit you better...
Sep 14, 2021
How do you actually retire? It’s an odd question because it can be taken in many different directions. But it’s a question we get a lot… and the overall desired response ER Doc clients and prospects are looking for is how to manage the logistics of retiring – meaning: Where do I get my money from to afford my...
Sep 7, 2021
Most ER Docs don’t realize how unique their income situation is. From our perspective, as advisors, it’s quite special, and affords immense opportunity when planned for correctly. You would think with high income affords more flexibility. But high income for ER Docs, when combined with variability in that income,...