Resources
How we transition new, mid-career, and seasoned CRNAs to reach their goals.
Our specialized framework for managing independent anesthesia practices. See the full 4-phase framework below.
Protecting your personal assets and income against industry-specific liabilities.
The 1099 Transition Suite
The Blueprint for Moving from W-2 to Independent CRNA Practice
For many CRNAs, transitioning from a traditional W-2 position to a 1099 independent contractor is the most significant wealth-building event of their career. However, operating a successful independent practice requires crossing a complex bridge of tax restructuring, corporate compliance, risk management, and wealth optimization.
The 1099 Transition Suite is a turnkey, integrated onboarding program led by Jeremy Stanley, CFP®, EA, AIF®, and executed by our specialized multidisciplinary team. We handle the structural complexities so you can focus entirely on your clinical practice.
Our Integrated 4-Phase Transition Framework
Instead of forcing you to act as the project manager between a fragmented network of generic accountants, local insurance agents, and generalist wealth advisors, our team provides a unified, institutional approach.
Phase 01: Corporate Structure and Tax Engineering
Led by our team's Enrolled Agents (EAs) and CPAs.
Entity selection and formation: we evaluate and establish the optimal structure - LLC, S-Corporation, or sole proprietorship - based on your state's rules, maximizing liability protection and tax efficiency.
Strategic tax compliance and mitigation: a proactive tax framework built specifically for 1099 CRNAs, mapping write-offs such as travel, home office, and continuing education, and setting a quarterly estimated tax schedule to remove IRS surprises.
Phase 02: Fiduciary Retirement Architecture
Led by Jeremy Stanley and our team's CFP and AIF professionals.
Custom Solo 401(k) / SEP IRA deployment: moving to 1099 unlocks retirement savings caps far beyond standard employer limits. We design, implement, and manage a high-contribution plan tailored to your cash flow.
Fiduciary portfolio management: assets are managed under a strict fiduciary standard, keeping your investment strategy aligned with your long-term wealth, career horizon, and liquid capital needs.
Phase 03: Specialized CRNA Risk Mitigation
Led by our team's specialized insurance professionals.
True own-occupation disability protection: we audit and structure income-protection policies tailored to the physical demands of clinical anesthesia work, so your earning power stays protected.
Malpractice and asset protection coordination: your independent practice is insulated against professional liability by aligning your corporate entity with the appropriate corporate and malpractice coverage.
Phase 04: Ongoing Practice Optimization
Built around a practicing CRNA's schedule.
Asynchronous financial reviews: we respect the demanding, unpredictable hours of clinical practice. Asynchronous review systems and scalable communication let you track and adjust your plan without blocking out time for live meetings.
Scale-as-you-grow auditing: every year your practice grows, we review your corporate P&L to adjust withholding, scale retirement contributions, and optimize distributions.