The Capable Wealth Blog
5 Year-End Tax Moves You Have to Start in July (August Is Already Too Late for Two of Them)
Most surgeons start year-end tax planning too late—and leave tens of thousands of dollars on the table. This article outlines a five-month protocol for surgeon practice owners, detailing how donor-advised funds, equipment purchases under Section 179, retirement plan amendments, Roth conversions, and installment sale planning must be sequenced from July through December to maximize 2026 tax savings.