Tax-loss harvesting is a tax strategy, but how does it actually affect your tax return and are there any limitations? In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about tax-loss harvesting—what…
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5 Of The Most Overlooked Tax Breaks For Doctors
Do you love to save on your taxes? One of the most overlooked or common mistakes is the failure to maximize tax breaks that are available to physicians. In this episode of the Finance for…
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Potential Major Tax Changes & the PSLF Waiver
The wild economy is causing some unique changes to taxes and student loans. How can you take advantage of and benefit from loan forgiveness and proposed changes to the tax laws? In this episode of…
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Charitable Giving Strategies To Reduce Taxes with Justin Harvey
It’s that time of year again where many of you are considering giving generously to help others. What are some of the best tax strategies for giving? In this episode of the Finance For Physicians…
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The First Step To Reduce Your Taxes with David Glenn
Who wants to reduce their taxes? The first step requires educating yourself on the basics. In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks to David Glenn, a Certified Public Accountant (CPA)…
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Everything You Need To Know About Backdoor Roth IRA with Jennifer Quire
Why should physicians in practice consider a Backdoor Roth IRA? Make sure to do it correctly and efficiently to get the greatest benefits. In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks…
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So You’re Moving to a New State…
Everyone knows Uncle Sam – he takes his slice of your pie before you ever even see it. But what about the lesser known local and state income tax bites? Did you know, in some…
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