Most surgeons get second opinions in the OR, not in their financial lives. This article shows how a coordinated review of entity structure, retirement plan design, tax strategy, and investments can uncover six‑figure opportunities hiding between your CPA, advisor, and attorney.

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

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.

Most surgeons track collections, not what they actually keep per clinical hour. In this article, I walk through a real‑world style example of a 2.4M orthopedic practice and show how overhead, tax structure, retirement plan design, and debt service combine to create a much lower effective hourly rate than most surgeons expect—and how targeted structural changes can raise that rate without adding a single additional case.

Medicare’s 2.5% efficiency adjustment feels like a small cut with big consequences for orthopedic surgeons. This article walks through why “doing more cases” is often the least efficient response, and how tightening overhead, rethinking income flows, and coordinating tax and entity structure can help protect your practice’s profitability without adding more OR time.

Many S-Corp owners are told to “keep your salary as low as possible” to save on payroll taxes—but at higher income levels, that advice can quietly cost you six figures in lost retirement wealth. This article shows Orthopedic Surgeons how to align salary, QBI, and 401(k)/cash balance contributions so their tax strategy actually builds wealth.