About this event
Tax season is over, but some of your most important planning decisions happen mid-year. Most physicians file their return and move on, only to find themselves scrambling for opportunities that have already passed.
Join Jorge Sanchez, MD and Rick Schwartz, CPA, CVA, Managing Director & Senior Tax Advisor at Earned, on Tuesday, June 30 at 2:30 PM ET. Rick will walk through what your Form 1040 is actually telling you and the proactive steps physicians can take now, before year-end windows close.
Whether you're an employee physician or practice owner, this session is designed to help you connect the dots between your tax return and a smarter financial plan for 2026 and beyond.
Key Learnings:
- Reading your 1040 as a mid-year planning roadmap
- Backdoor and Mega Backdoor Roth conversions — how they work and when to act
- Donor Advised Funds and charitable giving strategies to help maximize deductions
- Retirement plan considerations for employed and self-employed physicians, including cash balance plans
- Inherited IRA and in-service rollover rules — and common mistakes to avoid
Hosted by
-
External speaker
Richard Schwartz Managing Director & Senior Tax Advisor @ EarnedE
Rick Schwartz brings more than three decades of tax, accounting, and business advisory experience to his clients. He earned a B.A. in Economics from Brandeis University in 1985 and an M.S. in Accounting from the Graduate School of Professional Accounting at Northeastern University in 1990. He began his career at PricewaterhouseCoopers, LLP, working in the firm's Emerging Business Services Group before joining his brother at Schwartz and Schwartz, P.C. in 1993. Now a part of Earned, Rick has built a practice centered on providing tax expertise to individuals and delivering both tax and accounting guidance to small business owners looking to grow. In 2006, he earned the Certified Valuation Analyst designation from the National Association of Certified Valuation Analysts (NACVA), a credential he draws on to help healthcare professionals evaluate whether to purchase a practice.
-
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,
