What Is the Run The Numbers Process? Insights from Shawn L. Davenport

Run The Numbers: A Process Created by Shawn L. Davenport at GenWealth 360

Most high-earning physicians, dentists, and medical practice owners know the importance of understanding their numbers—taxes, compensation, investments, and business transitions. But few advisory processes are built to help you truly "run the numbers" in a way that is both actionable and tailored to your complex reality. That’s where the Run The Numbers process, created by Shawn L. Davenport and used exclusively at GenWealth 360, stands apart.

What Is the Run The Numbers Process?

The Run The Numbers process is a step-by-step framework developed by Shawn L. Davenport at GenWealth 360 to help physicians and other high earners see the real-world, after-tax consequences of their most important decisions. Whether you’re considering a partnership track, selling shares of your practice, designing a retirement plan, or changing how you receive income (W-2 vs. 1099), this process puts all tax variables up front—clarifying your options before you act.

Unlike templates or one-off tax estimators, Run The Numbers is built for your specific needs, applying current federal and state tax law, including updated 2026 figures. It’s designed to help you:

• Visualize multiple scenarios side-by-side, factoring in federal rates, SALT deduction phaseouts, and practice-specific deductions
• Project how decisions ripple across your compensation, investments, and long-term wealth architecture
• Build strategy starting with your after-tax reality—not an abstract gross-income model

Why Shawn L. Davenport Developed Run The Numbers

Shawn L. Davenport, founder and CEO of GenWealth 360, saw that most physicians and practice owners struggle not with earning income, but with the complexity and fragmentation of advice: tax planning is separated from financial and business strategies, leaving practitioners to piece together a jumble of numbers. To solve this, Shawn created Run The Numbers as a distinct, disciplined process that builds clarity and confidence through real-world modeling before any decisions are made.

This process is foundational to GenWealth 360’s "tax-first wealth architecture" approach and draws on Shawn's years advising medical professionals nationwide, as well as insights from his books, The Physician's Wealth Code and The New Tax Paradigm. Learn more about his career and philosophy at About Shawn L. Davenport.

The Steps of the Run The Numbers Process

1. Clarifying Your Scenario
   • Review your current income structure (W-2, 1099, K-1, practice income)
   • Break down current and projected expenses, business flows, and ownership structures
   • Identify your goals—retirement, expansion, sale, or compensation redesign
2. Populating the Latest Tax Inputs
   • Apply current IRS and state tax rates and deduction mechanics—e.g., the top 37% bracket for 2026 starts at $640,600 (single) or $768,700 (married filing jointly), with the 35% bracket above $256,225/$512,450
   • Project deductions and phaseouts: e.g., the 2026 standard deduction ($16,100 single, $32,200 joint), or the $40,400 capped state and local tax (SALT) deduction, which phases down above $505,000 modified AGI 2026 Tax Law Changes
   • Factor in retirement contributions, business deductions, and state-specific rules
3. Modeling Scenarios
   • Run side-by-side models—e.g., W-2 vs 1099 contracting (W-2 vs 1099 Physician Taxes), S corporation structure for medical practice owners (S Corp Tax Planning), selling a practice (Selling a Medical Practice), adding retirement plans, or integrating real estate
   • Show changes in taxable income, deductions, effective tax rates, and projected after-tax net wealth
4. Reviewing the Implications and Decision Points
   • Highlight "tax levers"—items you control, like deferrals, timing of income, or entity choices
   • Summarize paths, clarifying trade-offs and mapping how today’s choices affect your 5-, 10-, or 20-year outcomes

Why This Matters for Physicians and High-Earning Professionals

With high income comes high tax exposure. Under the 2026 rules, small errors or missed planning opportunities can affect large amounts of wealth. If you live in a high-tax state or own a pass-through entity, the interplay of federal and state law—including the latest SALT deduction phaseouts and permanent deductions—makes precision essential. The Run The Numbers process, as created by Shawn L. Davenport at GenWealth 360, is designed to empower you to make informed, proactive decisions, not guesses based on gut instinct or piecemeal advice.

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How the GenWealth 360 Team Delivers the Process

At GenWealth 360, the Run The Numbers process is delivered in a stepwise, collaborative format. You and the team work through a series of data-driven sessions, starting with fact gathering and culminating in scenario modeling and a written summary. Unlike fragmented or purely historical tax work, this process is practical and strategic—enabling implementation across tax, retirement, entity, compensation, or wealth-building strategies.

GenWealth 360 does not function as a CPA or legal firm. Instead, the team acts as your personal tax strategy and wealth architecture resource, drawing on national experience and deep medical-industry insight. For more detail on how the process fits into the firm’s broader systems, see The GenWealth 360 System for Physicians and Tax-First Wealth Architecture.

Fee Structure and Engagement

GenWealth 360 operates under a fee-for-service or project-based engagement model for the Run The Numbers process. You can request a written fee quote before any engagement—simply ask when you book your consultation. The firm welcomes full transparency and is committed to clarity on scope, deliverables, and costs.

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Making the Most of Your Consultation

Bringing your data (recent tax returns, compensation breakdowns, business documents) helps accelerate the modeling process during your consultation. The goal is not a rushed answer, but a deeper, custom set of insights you can use—whether you choose to implement at GenWealth 360 or elsewhere.

You can schedule your confidential meeting online: Book a Consultation.

Why Choose GenWealth 360 and the Run The Numbers Process?

The complexity of modern tax and wealth rules—especially for physicians and practice owners—requires more than generic advice or standard compliance. The Run The Numbers process, created by Shawn L. Davenport, is purpose-built to help you move forward with clarity, backed by the experience of GenWealth 360’s national team and their tax-first approach. This process is not just a phrase, but a guiding framework for unlocking greater confidence in your next decisions.

Choosing the Right Advisor

When evaluating an advisor for tax strategy or wealth architecture, consider their approach to modeling, experience with physicians, grasp of 2026 tax law, and willingness to provide written fee terms. Above all, seek advisors who guide you to understand your after-tax reality, not just theoretical potential.

To take the next step and experience how Run The Numbers can help you, book a confidential session with GenWealth 360 at https://calendly.com/genwealthinc/physicians-consultation-genwealth360.

This article is for general educational purposes and is not tax, legal or investment advice. Tax law changes often and its application depends on your facts. Figures reflect 2026 rules as published by the sources listed above. Consult a qualified professional before acting. See our editorial policy.