Articles in Wealth Management Blog
2010 Tax Planning for Docs: What's Certain and What is Not
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
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
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
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
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 …
