Client Guide Library
Step-by-Step Guides
Keep More Of
What You Earn.
36 strategies we implement with physician clients, each written as a step-by-step guide. Pick one and start.
I
Retirement & Investments
8 guides
01
Backdoor Roth IRA and Mega Backdoor ROTH IRA: Step By Step GuideGet money into a Roth IRA at any income level, plus the mega backdoor option.
3 min
02
SEP IRA: 3 Step Quick GuideA simple, high-limit retirement plan for self-employed physicians.
2 min
03
Solo 401(k): 3 Step Quick GuideThe highest-value retirement account for solo practice income.
3 min
04
Defined Benefit Plan (DBP) 3 Step Quick GuideLayer a defined benefit plan on top of your 401(k) for six-figure deductions.
2 min
05
Understanding Roth ConversionsWhen moving pre-tax money to Roth makes sense.
3 min
06
Tax Efficient InvestingHold the right assets in the right accounts to keep more of your returns.
7 min
07
Tax Loss Harvesting Step By Step GuideTurn market dips into tax savings without changing your strategy.
2 min
08
Oil & Gas Working Interest Investment 3 Step OverviewHow working-interest investments create large first-year deductions, and the risks.
2 min
II
Real Estate
6 guides
09
Augusta Rule: Step-by-StepRent your home to your business for up to 14 days a year, tax free.
4 min
10
Cost Segregation: 3 Step Quick GuideAccelerate depreciation on rental property to front-load deductions.
2 min
11
Short-Term Rental (“STR Loophole”): Quick GuideUse short-term rental losses against your clinical income.
7 min
12
Unlocking Tax Savings with Real Estate Professional Status (REPS)Qualify as a real estate professional and unlock rental losses.
9 min
13
Opportunity Zones for Physician InvestorsDefer and reduce capital gains by investing in designated zones.
4 min
14
What is a Qualified Opportunity Fund?The investment vehicle behind opportunity zone tax benefits.
3 min
III
Vehicles
4 guides
15
Section 179: Vehicle DeductionWrite off a heavy business vehicle in year one.
2 min
16
Vehicle Deduction: Actual Expense MethodDeduct real vehicle costs plus depreciation.
2 min
17
Vehicle Deduction: Standard Mileage MethodThe simple per-mile deduction method.
2 min
18
Guide: Buying a Vehicle Under Personal Name vs S CorporationWhich name goes on the title, and what it means for your deduction.
2 min
IV
Your Practice & Business
10 guides
19
Opening A Business Bank Account: Step by StepKeep business income separate from day one.
2 min
20
Updating Entity Payment Information: Step by StepKeep IRS and state payment details current for your entity.
2 min
21
Health Insurance Tax Treatment for More than 2% S Corporation OwnersRun shareholder health premiums through payroll correctly.
2 min
22
Understanding Pass Through Entity TaxWork around the SALT cap by paying state tax through your entity.
2 min
23
Understanding R&D Tax Credit for Physicians and Medical PracticesWhen physician practices qualify for the research credit.
4 min
24
Home Office Deduction Quick GuideDeduct the space in your home you use regularly and exclusively for work.
3 min
25
Step by Step Guide to Implementing a Home Office Accountable PlanHave your S-corp reimburse your home office, tax free.
2 min
26
Step-by-Step Guide to Implementing a Mileage Reimbursement Accountable PlanReimburse business miles through your entity the right way.
2 min
27
Recommended Apps for Managing Your Business SmoothlyThe tools we recommend for running your practice.
2 min
28
Support Staff Roles for Physician Owned PracticesWho to hire first as your practice grows.
2 min
V
Family & Kids
3 guides
29
Paying Your Kids Through Your Business: Step By Step GuidePut your children on payroll, shift income, and fund their future.
5 min
30
Roth IRA For KidsTurn a child's earned income into decades of tax-free growth.
1 min
31
Trump Accounts: Quick Guide for PhysiciansThe new $1,000-seeded savings account for children born 2025 through 2028.
10 min
VI
Charitable Giving
2 guides
VII
Deductions & Savings
3 guides
34
The Physician’s Guide to Tax DeductionsThe master list of what physicians can and cannot deduct.
5 min
35
Step by Step Personal Tax Savings StrategiesThe personal-side moves: retirement, HSA, charitable giving, and more.
4 min
36
HSA/FSA 4 Step Quick GuidePre-tax health accounts, including the HSA as a stealth retirement account.
2 min
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