10 Tax Moves Physicians Should Make Right Now

Tax season is over, but some of your most important planning decisions happen mid-year. Most physicians file their return and move on, only to find themselves scrambling for opportunities that have already passed. Join Jorge Sanchez, MD and Rick Schwartz, CPA, CVA, Managing Director & Senior Tax Advisor at Earned where Rick will walk through what your Form 1040 is actually telling you and the proactive steps physicians can take now, before year-end windows close. Whether you're an employee physician or practice owner, this session is designed to help you connect the dots between your tax return and a smarter financial plan for 2026 and beyond. Key Learnings: Reading your 1040 as a mid-year planning roadmap Backdoor and Mega Backdoor Roth conversions — how they work and when to act Donor Advised Funds and charitable giving strategies to help maximize deductions Retirement plan considerations for employed and self-employed physicians, including cash balance plans Inherited IRA and in-service rollover rules — and common mistakes to avoid