About this event
Fall is harvest time, and for high-earning physicians, it’s also prime time for one of the most underused tax strategies out there – tax-loss harvesting.
Join Jorge Sanchez, MD from Physician on Fire, and Carson Henderson, CPA/PFS, Senior Wealth & Tax Advisor from Earned, on Tuesday, 10/27, 2:30 pm ET/11:30 am PT for a practical, no-fluff session on tax-loss harvesting. You’ll learn how to turn the inevitable dips in your portfolio into real tax savings, without derailing your long-term investment plan.
Physicians have a unique tax picture: high income, high marginal rates, and often sizable taxable brokerage accounts built after years of delayed earnings. That makes tax loss harvesting especially valuable. Carson will cut through the jargon and show you how it works, when it makes sense, and when it doesn’t, with real-world examples you can apply before year-end.
Bring your questions. Leave knowing what to do next.
Key Learning Objectives
- Explain what tax loss harvesting is and why it matters most for high-income earners
- Identify which accounts and holdings are good candidates (and which aren’t)
- Avoid the wash-sale trap and understand the rules that can quietly erase your tax benefit
- Use losses strategically to offset capital gains and up to $3,000 of ordinary income, and carry forward the rest
- Pair harvesting with the rest of your plan, including rebalancing, charitable giving, and other year-end tax moves
- Know what to ask your CPA or advisor so you can act before December 31
Hosted by
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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.
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External speaker
Jorge Sanchez, M.D. Physician On FireE
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.
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,
