As Seen in WNY Physician Magazine: Using Retirement Planning to Qualify Your Medical Business for the Pass-Through Deduction

September 25, 2018 – Dopkins Tax Director Robert Bauer, CPA authored a feature article in Western New York Physician Magazine.  Bob discusses the use of retirement planning for qualification for the pass-through deduction.

Many physicians with practices organized as pass-through entities (partnership, LLC, S-corp, or sole proprietorship) are being told that they cannot qualify for the new pass-through deduction created by the Tax Cuts and Jobs Act (“TCJA”) as their income is too high.  The following article examines how proper retirement planning can reduce your taxable income, qualify for the pass-through deduction, and use tax savings to partially fund your retirement contributions.

To read the complete article, visit page 27 of the online edition of Western New York Physician Magazine.

For more information, contact Robert Bauer at

About the Author

Robert J. Bauer CPA

Bob, a Director in the Dopkins Tax Advisory Group, provides tax compliance, consulting and planning for businesses and individuals. He joined the Firm in 2014 with 20 years tax accounting and consulting experience split between public accounting firms and private industry.


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