Tax-Smart Strategies For Physicians in 2026

In this webinar, Rachel Richards, CPA at Gelt, breaks down how physicians can use proactive tax planning to retain more income and build long-term wealth, without adding unnecessary complexity. Through real case studies for hospital-employed W-2 physicians, locum tenens contractors, and doctors with mixed income, you will see how strategy shifts based on how you are paid. Rachel will walk through the key levers Gelt evaluates with physician clients, including entity structure, retirement planning, charitable strategies, and selective real estate tools that can improve cash flow and reduce tax drag. She will also cover which popular strategies are often not the right fit and why. By the end, you will have a clearer framework for making tax decisions and understanding which strategies are actually worth pursuing.