Comprehensive guides on S-Corporation formation, QBI optimization, income-based tax strategies, and physician-specific planning. Built exclusively for independent contractor physicians.
Each guide addresses specific tax planning challenges faced by locum tenens and 1099 physicians. Written in plain language with actionable strategies and real-world examples.
Six critical mistakes that cost physicians $5,000 to $20,000 annually. Covers S-Corporation timing, salary optimization, QBI threshold errors, expense tracking failures, estimated tax miscalculations, and retirement account selection.
Read GuideComplete analysis of the Qualified Business Income deduction for physician S-Corporation owners. Covers phase-out calculations, SSTB classification, salary impact, threshold optimization, and the critical taxable income limitation.
Read GuideSix-phase formation process covering pre-formation decisions, state incorporation, federal registration, banking setup, payroll implementation, and ongoing compliance. Includes state filing fees, Form 2553 deadlines, and MGMA salary guidance.
Read GuideIncome-specific optimization strategies for physicians earning $200K to $500K+. Three-tier approach covering S-Corporation formation, retirement maximization, QBI threshold management, and advanced wealth accumulation.
Read GuideFive critical gaps most generalist CPAs miss when serving independent contractor physicians. Each gap costs $3,000 to $15,000 annually in excess taxes or lost opportunities. Covers QBI monitoring, MGMA benchmarking, and proactive planning.
Read GuideComprehensive 5,000-word guide covering QBI phase-out mechanics, SSTB limitations, W-2 wage calculations, and 8 real-world physician scenarios including multi-state practice, spousal employment, mid-year formation, and partnership income integration.
Read GuideComprehensive definitions of 10 critical tax terms for independent contractor physicians: Backdoor Roth IRA, Cash Balance Plan, Mega Backdoor Roth, MGMA, OBBBA, PTET, QBI, Reasonable Compensation, S-Corporation, and Solo 401(k). Each term includes physician-specific examples and strategic context.
Read GuideAll 50 states organized by complexity tier, income sourcing rules, entity registration requirements, estimated payment obligations, and 6 real scenarios for physicians working across state lines. Covers danger states (CA, NY, NJ), statutory residency traps, and coordination strategies.
Read GuideComprehensive guide to Cash Balance Plans for high-income physicians: contribution limits by age ($100K-$400K+), integration with Solo 401(k), setup requirements, provider comparison, and real scenarios for physicians age 42-58. Includes 2026 super catch-up provision for ages 60-63.
Read GuidePLLC pathway for New York physicians: 4-5 month realistic timeline, publication requirements ($300-$1,800 by county), Department of State filings, franchise tax obligations, and multi-state considerations for tri-state area physicians. Covers why NY requires PLLC instead of standard LLC.
Read GuideComplete California taxation guide: $800 minimum franchise tax, 1.5% entity-level tax, $711K doing business threshold, FTB audit exposure, EDD compliance requirements, multi-state planning, and exit strategies. Covers PTET election, BOI reporting, and residency change mechanics for physicians leaving California.
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