Kenny Kim, MD, MS Tax, EA

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Kenny Kim, MD, MS Tax, EA ER doc turned tax strategist. I help physicians work less and keep the same income. drtaxtor.com

10/24/2026

If you already have a cash balance plan, you may be sitting on a tax-free healthcare strategy you've never been told about. A Section 401(h) account is a retiree medical account built directly into that plan, and it can cover you, your spouse, and your dependents.
Roughly 25% of contributions can end up funding it, though the real math involves a subordination test, actuarial work, and careful plan design.
This is a specialist strategy — actuary, TPA, and CPA — not a DIY move. Book a free consultation → linktr.ee/drtaxtor

10/21/2026

Physicians — when did you last review your living trust? An outdated estate plan can be worse than none. ⚕️
Six triggers to update it: marriage, divorce, a birth, a spouse's death, a wealth event, or a move.
Free consult → linktr.ee/drtaxtor

10/20/2026

Doctors!

I recently reviewed the operating agreement for a $20M real estate syndication.

It was drafted in 2026.

But it referenced a tax rule that was repealed in 2018. And another one that changed in 2004.

Two sections of the same document even contradicted each other.

None of that automatically makes it a bad deal.

But here's what I suspect happened.

A sponsor reused the agreement from the last deal. Property details changed. Names changed. Numbers changed. But the technical tax language stayed put.

It's like copying and pasting an old note into a new patient's chart.

Mistakes get made.

And the real problem? Everyone assumes someone else already checked it.

If you're investing $100K, wouldn't you expect every T crossed and every I dotted on a $20M deal?

I wrote up my findings and the five things I'd do before signing

One question for anyone who has invested in a syndication: did anyone actually review the operating agreement for you before you signed?

10/17/2026

Physician parents — that reflex to claim your college kid as a dependent? It can quietly cost you $10,000. ⚕️
Let your independent student claim the American Opportunity Tax Credit instead — and open the door to a 0% capital gains move.
Free consult → linktr.ee/drtaxtor

10/14/2026

Sharing a practice with other physicians? Your partnership return is not a side gig for a generalist. 🩺
Vet them with 3 questions: recourse vs. nonrecourse debt, economic effect, and the 754 election.
Free consult → linktr.ee/drtaxtor

Doctors, are you thinking about investing in a syndication?Check my article out before you do that.I know why syndicatio...
10/11/2026

Doctors, are you thinking about investing in a syndication?

Check my article out before you do that.

I know why syndications are so attractive to doctors.
You're busy.

The last thing you want is a second job managing rental properties.

You invest, you forget, someone experienced runs the property.

But here's a question most physicians never ask:

How much of my money actually makes it into the real estate?

Invest $100,000, and roughly $88,000 reaches the property. The rest pays the people who put the deal together.

There's also a tax surprise in there that catches a lot of people off guard.

I broke down where the money goes and the five questions I'd want answered before writing the check (see the comment section)

Not an argument against syndications. Just an argument for knowing what you're buying.

10/10/2026

📋 Physicians are an SSTB, so the 20% QBI deduction phases to zero above the income threshold. Most of us get nothing.
But if your preparer leaves the SSTB box unchecked on Form 8995-A, the software hands you the deduction anyway — one the IRS can see you're not entitled to.
That mismatch can flag your return. Part I, line 1, box (b). Ten seconds. 🩺
👉 Want a second set of eyes? linktr.ee/drtaxtor

10/08/2026

Physicians — your vacation home is draining cash, and the tax code has two fixes most docs skip. 🏖️
The Augusta Rule (14 days of tax-free rent) and short-term rental with material participation.
Free consult → linktr.ee/drtaxtor

10/06/2026

🔄 Found the right property before you sold yours? There's a 1031 that runs backwards.
An Exchange Accommodation Titleholder buys and parks the new property while you sell the old one. But it doesn't solve a money problem — it solves a timing problem. The EAT still needs funding, usually from you, and many banks won't lend to one at all.
Three hard clocks: 5 business days, 45 days, 180 days. No extensions. 🩺
👉 Buying before you sell? linktr.ee/drtaxtor

10/03/2026

He almost clicked "sell" on $2M of SpaceX — a move that would've sent ~$700K to the IRS. 📉

A Charitable Remainder Trust let him sell it inside a tax-exempt trust: zero capital gains tax, the full $2M kept working, an income stream for life, plus an upfront charitable deduction.

It's irrevocable and needs real legal drafting — not DIY. Sitting on a big gain? Let's talk → linktr.ee/drtaxtor

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