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7 Tax Tips for Doctors in 2011 tax season
[Adapted from my post on Physicians Practice] “Laws are like sausages …” Otto Von Bismarck, First Chancellor of Germany Doctor and Monday The last Congress, the one that received a “Shellacking” in...
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Physicians’ Most Costly Missed Opportunity in Tax Saving
Doctor's Tax Saving [Adapted from my post for Physicians Practice] Generally speaking, physicians make good money while in practice. Many of them are in the top tax brackets. Upon retirement, however,...
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Tax-Saving Small Business Health Benefit
As a small business owner, you are caught in a conundrum. On the one hand, you need to offer good health benefits to your employees to attract and keep talent; on the other hand, you can’t afford to...
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What Can Happen When You Have a Life Insurance Salesman as Financial Advisor
Financial Salesman In an online forum, a doctor’s wife shared with me her story that should serve as a cautionary tale for all doctors. Her husband had a solo medical practice. They had a “financial...
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Bush tax cut expiration: What it means for doctors
Be prepared for a tax cut sunset (This is an article I submitted to Physicians Practice magazine, an edited version was published.) With President Obama re-election, there is now no doubt that the Bush...
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Tax advantaged oil and gas investments? Be very skeptical
Oil and Gas Investment Scam In the last month alone, I’ve gotten calls from two clients asking me if they should invest in tax advantaged oil and gas investments being pitched to them? Both of these...
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Physicians: Qualified Retirement Plan for Asset Protection
Medicine is a profession fraught with legal risk. According to an AMA survey for the period 2007-2008, for every 100 doctors, there were 95 lawsuits. The survey also reveals that physicians 55 years...
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