About this event
Many physicians reach the end of their careers with far less wealth than their income would suggest. The reason is rarely how much they earn; it's that their financial lives are fragmented. When your tax advisor and investment manager operate in separate silos, opportunities disappear and small inefficiencies compound over decades.
Join David Mandell J.D., MBA, Managing Director, and Carson Henderson CPA/PFS, Senior Wealth & Tax Advisor at Earned, on July 14th at 2:30pm EST/11:30am PST as they reframe wealth management as a coordinated strategy where tax planning leads and is not an afterthought. We will walk through how integrated tax and wealth planning can change long-term outcomes: from reducing your lifetime tax burden and optimizing your investment strategy, to knowing exactly when and how to act during the financial moments that matter most.
Key Takeaways:
- Why tax should lead your wealth strategy — The compounding impact of integrated planning vs. traditional approaches
- Tax-Loss Harvesting in action — How proactively capturing losses to offset gains can meaningfully reduce your lifetime tax burden
- Common tax pain points — and how to solve them; what high-income earners most often overlook
- How to audit your own plan — The questions to ask your advisors, the gaps to look for, and the first steps toward a fully coordinated tax and wealth strategy
Hosted by
-
External speaker
Carson Henderson, CPA/PFS Senior Wealth & Tax Advisor @ EarnedE
Carson Henderson, CPA/PFS is a Senior Wealth and Tax Advisor with more than a decade of experience helping doctors navigate complex tax, accounting, and wealth planning decisions. He works closely with dental and medical professionals on practice ownership, pre-sale planning, and major liquidity events, with a focus on preserving wealth and reducing unnecessary tax exposure. Carson began his career at Deloitte as a tax associate, where he built a strong technical foundation in federal tax strategy and compliance. Since joining the firm in 2010, he has advised hundreds of doctors on structuring their financial lives around practice transitions, advanced tax planning strategies, and long-term financial security. Through his work, Carson helps doctors understand how proactive planning before a sale can significantly impact the amount of wealth they ultimately retain, giving them clarity and confidence as they approach one of the most important financial moments of their careers.
-
Team member
Amber Eckerfield Marketing Manager @ EarnedT
-
External speaker
David Mandell, J.D., MBA Managing Director @ EarnedE
David B. Mandell, J.D., M.B.A., is an attorney, wealth manager, author, and partner at Earned. A Harvard graduate who earned his law degree and MBA from UCLA, David has spent 30+ years helping physicians build, protect, and preserve wealth, with particular depth in asset protection and wealth management. He is the author of more than 15 books written specifically for physicians—including his latest, Wealth Strategies for Today's Physician: A Multi-Media Playbook—and his articles have appeared in many national publications. David also hosts the Wealth Planning for the Modern Physician podcast, now in its 6th season with 100+ episodes and 60,000+ downloads, and has been featured as a financial authority on Bloomberg and FOX-TV. A recognized speaker, he regularly shares actionable guidance across the medical community, and his work with the Earned Institute helps doctors build, protect, and preserve long-term wealth.
Earned
You care for our health. We help you build your wealth.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,
