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Are you pulling the right levers in your tax planning?

In this episode, Evon walks through key strategic levers you can (and should) be using to improve your tax outcomes as an optometrist—especially if you're a private practice owner. 

aWhile most conversations focus on deductions, this episode takes a step back to look at the full tax picture and the levers that truly move the needle in your personal and practice finances.

You'll learn:

• How the flow of a tax return works and why it matters for planning
• The types of income that trigger different tax treatment
• Why Adjusted Gross Income (AGI) is one of the most important numbers to watch
• What to know about the Qualified Business Income (QBI) deduction—and how to avoid phasing out
• A strategic case study showing how one planning move unlocked multiple tax benefits
• How to think about tax payments, safe harbor rules, and avoiding surprises at tax time

📄 Referenced in the Episode:

• Independent Strong article on Tax Planning Levers
• The Optometry Money Podcast Ep 51: An Optometrist’s Guide to the Qualified Business Income Deduction
• Blog: An Optometrist’s Guide to the Qualified Income Business (QBI) Deduction
• Schedule your Intro Call today! 

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The Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.