Blog tagged as tax planning

2025 Year-End Tax Update: What Physicians Need to Know Before Filing
2025 year-end tax update for physicians, distilled from a Maui-based CPA’s guidance. Key wins, losses, and smart moves to make before filing—without the overwhelm.
Spencer Lee
12/15/2025 09:00 AM - Comment(s)
Revocable Trusts for Physicians: How They Work, Costs, and the Funding Checklist Most People Miss
Learn how a revocable living trust works, what it costs, and whether physicians need one. Trust funding, probate avoidance, and estate planning essentials. Updated: 12/15/2025
Spencer Lee
08/15/2024 08:00 AM - Comment(s)