Blog
Your CPA Just Filed Your Return. Now What?
The 3 Hidden Deadlines That Can Still Save You Six Figures in Taxes If your CPA just filed your return and your tax bill made your eyes water, you’re not alone. Most independent physicians don’t struggle with income. They struggle with tax friction and retirement...
Why March 31 Is the Most Important Date for Cash Balance Plans
The Deadline Most Physicians Don’t Know Exists Most physicians know the major financial deadlines: April 15 (tax filing), December 31 (year‑end planning), and quarterly estimated taxes. But if you sponsor a Cash Balance Pension Plan, another date can matter just as...