Physician Tax Playbook
If you're a high-income physician earning over $350,000 a year, there's a good chance you're overpaying on taxes — not because of anything you're doing wrong, but because nobody on your financial team is doing the work to stop it.
The W-2 Physician's Tax Playbook is a free guide written specifically for employed physicians who are tired of writing enormous checks to the IRS every April and wondering if there's a better way.
There is.
Inside, you'll find six practical, proven strategies that can meaningfully reduce your tax bill — this year, not someday. From Backdoor Roth contributions and direct indexing to HSA investing and true year-round tax planning, each strategy is explained in plain language with one goal in mind: helping you keep more of what you've worked so hard to earn.
This guide was written by Dan Johnson, CFP®, EA — an Enrolled Agent and the founder of Forward Thinking Wealth Management. The Enrolled Agent designation is the highest credential awarded by the IRS, and it's the foundation every client relationship at Forward Thinking is built on.
Download the guide. Then schedule a complimentary Tax Analysis Call to find out exactly what you're leaving on the table.