Carla Brown, EA - Accounting & Tax Solutions for Physicians

04/01/2026

“Why am I finding out what I owe in April?”

That’s the question behind our upcoming webinar:

The April Surprise: Why Your Tax Liability Was Decided Months Before You Saw It

For many physicians, the tax surprise doesn’t start in April.

April is just when the number gets revealed.

The real issue is usually what didn’t happen earlier in the year.

❌ No entity review before key deadlines passed
❌ No mid-year projection to adjust estimated payments
❌ No retirement plan strategy until year-end
❌ No visibility into what the tax number was becoming
❌ No planning cadence until the return was already being prepared

The part that catches people off guard is this:

Your tax liability is often shaped months before you ever see it.

By the time your return is being prepared, many of the most important windows have already closed.

That’s what this webinar is about.

Not generic tax tips.

A clear framework for how tax decisions actually unfold across the year — and why so many high-earning physicians end up learning the number too late to do anything about it.

Webinar Details:

Wednesday, April 8, 2026
11:00 AM PT / 1:00 PM CT / 2:00 PM ET
60 minutes
Live on Zoom

If you’ve ever had an April tax surprise — or you just want to understand the calendar behind it — comment the word APRIL below and I’ll send you the registration link.

01/22/2026

If you’re a self-employed physician or medical practice owner and it feels like you’re still paying taxes on expenses that should already be working in your favor...

This workshop breaks down the Accountable Plan strategy — an IRS-approved framework that allows eligible physicians to reimburse documented practice expenses tax-free.

Many high-income physicians end up paying business-related costs personally (CME travel, home office, phone, mileage, journals), and those expenses either never get run through the practice or don’t get substantiated the right way.

The result is simple:

You’re using after-tax dollars to cover costs your practice could reimburse you for — legally and compliantly.

When structured correctly, an Accountable Plan can allow your practice to reimburse you tax-free, while the business deducts the expense.

That means you may be able to reduce the “tax drag” that comes from paying 35–40%+ in taxes on that income first, depending on your federal/state situation and entity structure.

This isn’t about spending more…

It’s about properly structuring what you already spend so it can be reimbursed tax-free through the practice — with clean documentation.

Here’s what we cover:

▪️ Why physician-level income often creates a hidden penalty when practice expenses are paid personally

▪️ How Accountable Plans work (in plain English) and what the IRS actually requires

▪️ The step-by-step process to set one up and keep it audit-ready

▪️ A real-world physician example where reimbursing $30,000 in expenses translated into roughly $12,000/year in tax savings

If you’re paying for practice-related expenses out of pocket and want a compliant way to have your practice reimburse you tax-free, this is a strategy worth understanding.

High-income physicians don’t usually have a spending problem — they have a reimbursement and documentation problem.In this workshop, our Director of Tax, Rob...

01/01/2026

If you’re a self-employed physician or medical practice owner and it feels like your tax bill is growing faster than your net worth...

This workshop will show you an IRS-qualified retirement structure built specifically for physicians whose income exceeds the limits of standard retirement plans.

In this video, Rob Bolduc, EA (Director of Tax at Brown Tax) breaks down Cash Balance Plans — a type of retirement plan that can allow eligible physicians to deduct six figures per year through the practice.

For many high earners, that means $100,000–$300,000+ in annual deductible contributions, depending on age, income, and plan design — while building long-term retirement wealth inside a structure you own and control.

This isn’t about seeing more patients...

It’s about using a retirement structure that allows your practice to make additional six-figure, tax-deductible contributions after you’ve already maxed out traditional retirement accounts.

Here’s what Rob covers:

▪️ Why 401(k)s and IRAs cap out long before physician-level income does

▪️ How Cash Balance Plans work (in plain English) and how contribution levels are determined

▪️ When these plans make sense — and when they’re not the right fit

▪️ A real-world physician example showing how a practice redirected $1.4M from taxes into retirement wealth over five years — without changing workload or lifestyle

If you’re earning $500K–$5M per year and want a compliant way to make additional, large pre-tax retirement contributions beyond traditional plan limits, this is a strategy worth understanding.

High-income physicians don’t have an income problem — they have a tax and retirement structure problem.In this workshop, our Director of Tax, Rob Bolduc, EA,...

02/26/2025

Physicians - Discover 7 legal tax loopholes that physicians and medical practice owners can use to reduce their income tax liability…

Get your free copy of my ebook here now:

https://browntax.co/7loopholes