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Transcript

Tax Basics for Residents and Fellows

What I Wish I Knew Before Becoming an Attending: Part 1/3

I knew nothing about taxes until I became an attending.

That’s why I created this three-part lecture series — to help you build a solid tax foundation you can use for the rest of your career. Understanding how taxes really work can save you thousands, if not millions, over your lifetime. Let’s get you started on the right path.


Part 1: Gross Income — The Starting Point

In Part 1 of this series, we dive into the basics of individual taxation through the story of Dr. Kimbap and Dr. Kimchi. You’ll learn what gross income really means, why understanding income exclusions is crucial, and how smart tax planning starts with mastering the foundation of the Form 1040.


My Offer:

If your residency program is interested in incorporating tax education, please reach out! I’m available to travel to any program within California for live lectures, and I can deliver Zoom lectures for out-of-state programs.


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