Four Quick Tax Items To Check On Your 1040 w. Evgeni Ivanov

In this special tax season episode, we welcome back Evgeni Ivanov, a friend of the show and our resident tax expert, to discuss essential tax considerations for anesthesiologists and pain management physicians. As we dive into the complexities of Form 1040 and its schedules, Evgeni provides invaluable insights into optimizing your tax returns, ensuring you don’t pay more than necessary.
Listen in as we cover critical checkpoints on your tax forms, such as IRA distributions, capital gains and losses, and the importance of understanding your effective tax rate. You'll hear practical advice on avoiding common pitfalls-like the double taxation of backdoor Roth IRA contributions-the significance of tax loss harvesting to reduce taxable income, and more.
Need help with wealth management? Learn about APM Wealth's process, here: apm-wealth.com.... Or, get our free guide explaining some of our key methods for building wealth with clients: apm-wealth.com...
Or check out our webinar for helping practice owners optimize wealth building: www.apm-wealth.com/webinar
About Me: My wife Sarah and I live in Portland, OR, where she is an attending anesthesiologist, and I am a financial planner for anesthesiologists and pain management physicians. I know firsthand the challenges faced by physicians as they try to build a successful career in a clinically demanding specialty, while simultaneously trying to make good financial and career choices. I’m dedicating my practice to serving individuals and families just like us.
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