Taxes represent one of the largest lifetime expenses for physicians, yet many planning opportunities relate more to structure and timing than income level. This session provides an overview of how progressive tax brackets work, how dual-income households are affected, and how different types of investment income are taxed.
We’ll also discuss retirement account options, deduction strategies, and charitable planning concepts at a high level. The focus is on improving tax awareness and understanding tradeoffs, rather than promoting specific tax outcomes or strategies.