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November 26, 2014 – 11:24 AM |

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Articles in Wealth Management Blog

2010 Tax Planning for Docs: What's Certain and What is Not

December 16, 2010 – 9:31 AM |

By Joseph P. Nicola, Jr., CPA, JD, CVA
Taxation affects many people.  Recently, the subject has become the focus of much political attention, most notably involving …

Physicians of non-profit hospitals are at a disadvantage over their for-profit colleagues when it comes to retirement planning

January 5, 2010 – 3:50 PM |

By William L. MacDonald
Tax-exempt organizations are subject to more stringent IRS rules than their for-profit counterparts in terms of how they can provide nonqualified deferred …

Your Practice: Finding the Right Retirement Plan

January 5, 2010 – 3:18 PM |

By Peter Rohr
Despite the economy’s ups and downs, it is essential that physicians who are business owners look beyond their near-future investment goals and consider …

The Pension Protection Act spawns the creation of the Super 401(k) Plan

June 8, 2009 – 7:01 PM |

By Roccy DeFrancesco, JD, CWPP, CAPP, MMB 

Most doctors are not aware of the fact that industry altering legislation was passed in 2006 called the Pension …

Docs Beware: What’s Wrong With A/R Financing Plans

June 5, 2009 – 3:33 PM |

By Roccy DeFrancesco
Have you been pitched an “asset protection” plan where you can protect the most valuable asset of your medical practice and build a tax-free …