Using a tax projection to propel your 2026 and 2027 planning

While tax planning should be a year-round event for most orthopedists vs. a once-a-year occurrence, the final quarter of the year tends to bring to the forefront thoughts of current and future year taxes.
This leads our clients to look for ways to save taxes and make adjustments that will aid in savings well into the future. A tax projection is a good starting point for your tax planning journey.
Ideally, you and your certified public accountant are in regular communication, and a tax planning meeting is a routine part of your client experience. If that is not the case, now is the time to