June looks quiet on the calendar, but it is one of the most important months for surgeon practice owners to reassess taxes and cash flow. In about 30 minutes, you can review income pacing, estimated payments, retirement plan funding, and household liquidity before the June 15 deadline. That midyear “audit” turns vague concern into one clear decision, so the rest of 2026 feels planned instead of reactive.

Orthopedic surgeons spend months obsessing over valuations, deal terms, and tax strategies—then face a harder question once the wire hits: what now? This article walks through the identity gap no one warns you about, how to design a purposeful “second act,” and the financial guardrails that can protect your practice-sale proceeds from lifestyle creep and impulsive decisions. If you are planning to sell to private equity or another buyer, this is the work to do before the deal closes.

When you sell your orthopedic practice, the IRS cares how much of the price is the business—and how much is you. This article explains personal vs. enterprise goodwill, why early documentation matters, and how thoughtful planning can translate into six‑figure tax savings at exit.

Private equity offers orthopedic surgeons big multiples and polished pitch decks—but the real story lives in the fine print. This article walks through how rollover equity, compensation resets, EBITDA ‘engineering,’ and PE hold periods actually work in many orthopedic deals. It then shows, with a simple $4M practice sale example, how planning around personal goodwill and deal structure can change a surgeon’s federal tax bill by hundreds of thousands of dollars. If you’re an orthopedic surgeon being courted by private equity, this is the pre‑dinner framework to read before you say yes—or no.

Most surgeons move on after filing taxes, but the months between April 15 and year-end can be the most important planning window of the year. This article explains four high-impact moves—S-Corp salary review, cash balance plan setup, entity structure evaluation, and Roth conversion analysis—and why acting earlier creates more options

For years, “just do the backdoor Roth” was default advice for high‑earning surgeons. But after 2025’s OBBBA changes, that rule of thumb can quietly cost you money. This article walks through a simple three‑branch framework to decide when Roth still wins, when traditional and cash balance contributions create more value, and how your state‑to‑state tax trajectory can flip the answer. Before you fund another backdoor Roth on autopilot, model both paths and let the math—not the calendar—drive the decision.

Most surgeons never read their tax return the way they read an MRI. This article shows you four diagnostic markers—effective tax rate, QBI, retirement funding, and state tax—that reveal whether your financial structure is working or leaking.