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Tax Strategies Tailored to Your Profession

Every profession has unique tax planning opportunities. Select your profession below to explore strategies specifically designed for your income profile, entity structure, and wealth-building goals.

Physicians

Medical practice owners and employed physicians earning $400K-$800K

Tax Planning Cost Segregation Retirement Planning Exit Strategy Deferred Compensation

Attorneys

Law firm partners and solo practitioners earning $300K-$1M+

Tax Planning Cost Segregation Retirement Planning Exit Strategy Deferred Compensation

Dentists

Dental practice owners and specialists earning $300K-$700K

Tax Planning Cost Segregation Retirement Planning Exit Strategy Deferred Compensation

Real Estate Investors

Portfolio landlords and active real estate professionals earning $250K-$2M+

Tax Planning Cost Segregation Retirement Planning Exit Strategy Deferred Compensation

Tech Executives

Ctos, vps, and startup founders with equity compensation earning $500K-$5M+

Tax Planning Cost Segregation Retirement Planning Exit Strategy Deferred Compensation

Business Owners

S-corp and c-corp owners across industries earning $300K-$3M+

Tax Planning Cost Segregation Retirement Planning Exit Strategy Deferred Compensation

Surgeons & Medical Specialists

Orthopedic surgeons, cardiologists, neurosurgeons, and other high-earning specialists earning $500K-$1.5M

Tax Planning Cost Segregation Retirement Planning Exit Strategy Deferred Compensation

Veterinarians

Veterinary practice owners and specialty veterinarians earning $200K-$500K

Tax Planning Cost Segregation Retirement Planning Exit Strategy Deferred Compensation

Consultants

Management consultants, it consultants, and independent advisors earning $250K-$1M+

Tax Planning Cost Segregation Retirement Planning Exit Strategy Deferred Compensation

Financial Advisors

Ria owners, wealth managers, and independent broker-dealer reps earning $300K-$2M+

Tax Planning Cost Segregation Retirement Planning Exit Strategy Deferred Compensation

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Frequently Asked Questions

What tax strategies are available to a high W-2 earner?

W-2 income has few built-in levers, so plans generally create one: real estate that produces non-passive losses through the short-term rental exception, maximized retirement and after-tax plan contributions, charitable bunching through a donor advised fund, and where applicable a side business with its own planning capacity.

Why donate appreciated securities instead of cash?

Contributing securities held more than one year allows a deduction at fair market value while permanently avoiding the capital gain a sale would trigger. Bunching several years of intended giving into one high-rate year through a donor advised fund increases the value further.

Can a high earner still use a Roth?

Directly, no, above the income limits, but a nondeductible traditional IRA contribution followed by a Roth conversion accomplishes it. The pro-rata rule aggregates all traditional IRA balances, so the strategy works cleanly only when other pre-tax IRA balances are absent or have been rolled into a workplace plan.

What is the net investment income tax?

A 3.8% tax under Section 1411 on the lesser of net investment income or modified AGI above $200,000 single or $250,000 married filing jointly. Income from a trade or business in which the taxpayer materially participates is generally excluded, which is another reason material participation matters.

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