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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Stephanie Pearson, MD, FACOG, brings her deep medical and personal experience to guide physicians in securing disability coverage. After practicing as an OB/GYN, Stephanie faced a career-ending injury that revealed gaps in physician disability insurance. She leveraged that experience to advocate for healthcare professionals—helping them navigate complex policies, protect their income, and avoid the pitfalls she encountered.
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,