Description:Transitioning from residency into practice brings exciting opportunities—but also complex financial responsibilities. This course is designed to help physicians build confidence in managing their tax and financial obligations from the start of their careers. Participants will learn how to decode the tax year, gaining clarity on W-2 versus 1099 income and strategies to minimize tax liability through proactive planning. The session will also cover key deductions for physicians, including student loan interest, CME costs, licensing fees, and startup expenses for a new practice. Finally, Kassouf’s experienced healthcare CPAs will guide learners in laying the groundwork for long-term financial health with insights on tax provisions, retirement savings strategies, and entity structure decisions that can shape a secure financial future.
CME Objectives:After completing this activity, learners will be able to:- Differentiate between W-2 and 1099 income and apply strategies to reduce tax liability through proactive financial planning.
- Identify and apply key tax deductions relevant to physicians, including student loan interest, CME costs, licensing fees, and practice startup expenses.
- Evaluate long-term financial strategies by examining tax provisions, retirement savings options, and entity structures that support sustainable financial health.
Disclosure:The speaker, planners and staff who control content have no relevant financial relationships to disclose.
Estimated Completion Time:60 Minutes
Instructions for Earning Credit: Learner must review all of the content included in the online video course, and complete the online course evaluation.
Recorded: August 26, 2025
Released: October 15, 2025
Expires: October 15, 2027
Course Fee: Members: Free; Non-members: $75
Refund Policy: Registration fee is non-refundable.
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