About this event
Tax season is here — the perfect time to clean up your finances, uncover tax-saving opportunities, and plan proactively for the year ahead.
Join Stephanie Pearson, MD, and Carole Foos, CPA, for physician-focused tax planning insights designed to help you avoid costly mistakes, identify strategic opportunities, and “spring clean” your finances before filing.
For years, Stephanie Pearson, MD has been a trusted advocate for physicians and PearsonRavitz clients. Now, as part of Earned, clients have access to a broader, fully integrated financial team that understands the unique complexities of physicians’ lives — disability insurance, proactive tax strategy, wealth planning, and long-term financial protection — all working together under one roof.
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After donating his kidney to his mother, Jorge Sanchez became a physician. He was a clinical professor at Rutgers University Medical School. As an internist, he practiced hospital medicine and worked with underserved Latino populations and rural healthcare systems. Previously, he co-founded a hospitalist company spanning South Florida, which he successfully exited. He co-founded Alertive.com with Dr. Nirav Shah and sold it to Carbon Health, allowing him to reach FIRE.
Carole Foos is a Certified Public Accountant (CPA) and tax consultant for physicians, professionals, and their businesses. Carole has over 25 years of experience in accounting, tax planning, and financial consulting. She was formerly a manager in the tax department of a Big 4 firm and spent several years in public accounting at local firms. Carole is a co-author of more than a dozen financial resources, including Wealth Planning for the Modern Physician, Wealth Management Made Simple, and Risk Management for the Practicing Physician, a Category 1 CME-certified monograph. She has also authored numerous articles and presented lectures, webcasts, and podcasts on tax planning, wealth management, and other financial topics. Carole is a member of the AICPA and OSCPA.
Earned is a fully integrated, technology-driven financial services firm built specifically for healthcare professionals, their families, and their practices. With a tech-forward, human-led approach, Earned is purpose-built to address the unique financial challenges doctors face — such as high taxes,