The Capable Wealth Blog
Before Midnight December 31: The Surgeon's Final Financial Checklist
December brings a crowded calendar—and tax deadlines that cannot always wait. This 2026 year-end tax planning checklist helps physicians prioritize retirement contributions, Roth conversions, charitable giving, and practice-related tax decisions while identifying which deadlines extend into 2027.
The RMD Checklist: What Surgeons Over 73 Need to Do Before December 31
Still earning significant practice income after age 73? Required minimum distributions can add taxable IRA income at an inconvenient time. This guide explains RMD deadlines, calculation checks, qualified charitable distributions, Roth-conversion considerations, and year-end coordination points for surgeons and other high-income professionals.
The $2,000 You Can No Longer Deduct: Why 2026 Changed the Math on Giving
New 2026 tax rules change how charitable deductions work for itemizers. Learn how the 0.5% AGI floor, 35% deduction limitation, donor-advised funds, appreciated stock gifts, and qualified charitable distributions may affect charitable-planning decisions.