Episode 86: Tax Optimization Plays for Physicians in 2026 – Deductions, Credits, and Smart Moves Before April copertina

Episode 86: Tax Optimization Plays for Physicians in 2026 – Deductions, Credits, and Smart Moves Before April

Episode 86: Tax Optimization Plays for Physicians in 2026 – Deductions, Credits, and Smart Moves Before April

Ascolta gratuitamente

Vedi i dettagli del titolo

A proposito di questo titolo

In Episode 86 of Doctor’s Wealth and Wellness, host Norm Wright equips high-earning physicians with timely 2026 tax optimization strategies to slash federal bills—often over $100,000 annually—by $15,000–$30,000 before April 15, noting that many miss deductions amid policy changes. He outlines three key plays: maximizing overlooked write-offs for home offices (up to $5/sq ft simplified), CME, and unreimbursed expenses, as family practitioner Dr. Maria did to claim $7,200; leveraging lingering credits for energy upgrades and enhanced charitable giving via donor-advised funds (DAFs), exemplified by internist Dr. Kevin’s $10,500 offset through EV and stock donations; and advanced tactics like bunching itemized deductions with partial Roth conversions ($50K–$100K) for future tax-free growth, following radiologist Dr. Laura’s long-term savings approach backed by Fidelity research showing 25% greater after-tax retirement wealth. Wright stresses turning tax liabilities into wealth-building opportunities amid election-year flux, challenging listeners to audit deductions, explore a credit/DAF, or model conversions this week and share insights or book a free personalized projection at support@skcfinancial.com. Examples in this episode are hypothetical and not representative of a specific individual.

Ancora nessuna recensione