Medical practices and individual physicians both face significant liability risk -- for medical malpractice, but also as employers, holders of private health information (HIPAA), real estate owners, parents of teenage drivers, etc. Many of these principles can apply to non-medical business owners as well. This presentation will explain common liability traps, dispel common myths about asset protection and identify the "Best Practices" in the following areas:

1. Using the proper entity or entities for the practice
2. Shielding accounts receivable, real estate, equipment and other business assets from lawsuits
3. Shielding cash flow
4. Protecting personal assets, including qualified plans, IRAs, the home, and liquid investments

Presented by OJM Group Principal, David B. Mandell, JD, MBA.

April 15 has passed and taxpayers now know how the recent tax law changes impacted their personal and corporate checkbooks. What factors affected the "Amount You Owe" line item on your 2012 tax return and what action steps can you implement to reduce this number for 2013?

In this free on-demand webcast, OJM Group Director of Tax Planning Carole Foos, CPA will discuss the following questions and suggest strategies to help you ease your tax burden for years to come.

- New Top Bracket... Is That Me?
- Obamacare Surtax? What Happened to my Investment Income?
- Itemized Deductions and Exemptions? There was once more Bang for my Buck!
- Where Do I Go From Here?
* Tax Management of Investments
* Roths
* Installment Sales
* Tax Exempt Income

Presented by OJM Group's Director of Tax Planning, Carole C. Foos, CPA.

Why are many physicians considering the sale of their medical practice? During this webcast, OJM Group principal Jason O'Dell will discuss the financial, management and "strength in numbers" issues that affect this critical decision.

- Financial Structure of a Sale: An overview of the various financial terms of a sale -- lump sum, tax structure, future income etc.
- Benefit and Retirement Planning Effects: How will selling your medical practice affect your current benefit and retirement plans?
- Detailed Case Study: A Review

Presented by OJM Group Principal, Jason M. O'Dell MS, CWM.

The S&P 500 posted its best January since 1997 and finished the first month of the year less than 5% off its all-time high set in October, 2007. What does this mean for the rest of 2013? In this 20-minute webinar, OJM Group Investment Manager Andrew Taylor will discuss the following and how this information can help you decipher the current economic environment:

- OJM Wealth Management Outlook for 2013
- Catalysts
- Potential Hazards
- Federal Debt Ceiling Update

Presented by OJM Group's Andrew Taylor, CFP®.

As is outlined in our artcile regarding the new Fiscal Cliff deal, there is much bad news for high income earners. The good news is that many of the techniques we normally employ to help physicians reduce taxes are still here and more valuable than ever. At your convenience, please join OJM Director of Tax Planning, Carole C. Foos, CPA, as she discusses the following aspects of this deal:

- Higher Income Tax Rates for 2013 (The Ugly)
- Increased Taxes on Capital Gains and Dividends (The Bad)
- Gift/Estate Taxes and Other Provisions (The Good)
- Important Take-Aways
- Tax-Saving Ideas for 2013

The election is over. President Obama has won a second term and little has changed in the makeup of the House and Senate, leaving us with essentially the same government we've had for the last two years. Both, the Speaker of the House and the President, have stated they are willing to work together - will they?

With the Fiscal Cliff fast approaching, Carole Foos will examine and discuss what we can expect, and ways to prepare:
- if the current stand-off in Congress continues
- if both sides can come to an agreement

With the election in the rear-view mirror, all we can see ahead of us is the potential Fiscal Cliff. If Congress and the President remain at a stalemate, and we go over the cliff, how will this affect you from a tax, estate, and financial planning perspective?

McBrayer's attorneys Terri R. Stallard and H. Trigg Mitchell, along with OJM Group's Director of Financial Planning, Michael Lewellen, CFP® and Director of Tax Planning, Carole Foos, CPA discuss this question and more in this special webinar presentation.

HIGHLIGHTS:
- How the pending Fiscal Cliff and the Affordable Care Act ("Obamacare") will affect you personally.

- Estate planning for 2013 and beyond.

- The importance of having a comprehensive and multi-disciplinary plan.

Now that election day has passed, investors everywhere want to know how the results will affect the markets and their personal portfolio. In this free webinar, OJM Group Investment Managers Kim Renners and Andrew Taylor will address the questions on investors' minds:

- How will the election results impact economic growth and the financial markets?
- Which sectors and industries are likely to be most affected by the results?
- What specific year-end investment strategies should I implement for my portfolio?

About the Presenter:

This session will be presented by Kim Renners, MBA, CPA (Inactive) and Andrew Taylor CFP®. Kim is an Investment Manager at OJM Group, with more than thirteen years of experience as a financial analyst in the financial services and investment management industries. Her extensive background in portfolio management, trading, research, and taxation is ideally suited to meet the needs of OJM clients.

Andy is an Investment Manager with 15 years of experience working with affluent individual investors. His career in the financial industry has focused on providing comprehensive, tax-efficient wealth planning strategies for OJM clients.

As November approaches, investors are keeping a watchful eye on equity markets and communicating with their advisors to determine their best course of action in response to either election outcome.

In OJM Group's next free webinar, Terry Allman CPC, CRPC®, will examine the correlation between market performance and past election results, while adding insight to these questions:

1. Can the stock market predict the election?
2. Does the stock market prefer a particular political party?
3. What impact do the President and Congress have on the economy?
4. How much power does the Federal Reserve have?

About the Presenter:

Terry Allman, CPC, CRPC® is an Investment Manager at OJM Group and author of several articles on wealth management and retirement planning strategies for physicians, business owners and other professionals.

The stalemate in Washington has continued deep into the calendar year. If Congress does not take action, the Bush tax cuts are set to expire at the conclusion of 2012. The impact of these expiring tax cuts could be substantial. High net worth investors are facing the prospects of a higher tax bill, which appears more likely with the Supreme Court?s ruling to uphold the Affordable Care Act. During the webinar, we will provide an update on the most recent developments, and offer guidance on strategies to consider if investors experience a significant tax increase. Topics to be discussed include:

- The new "Investment Tax" and defining the "Fiscal Cliff."
- Who will be affected?
- Potential impact to the markets and economy.
- What actions you should consider NOW!

About the Presenters:

Kim Renners MBA, CPA (Inactive) is an Investment Manager at OJM Group. Kim has over thirteen years of experience as a financial analyst in the financial services and investment management industries. Her extensive background in portfolio management, trading, research, and taxation and is ideally suited to help meet the needs of OJM clients.

Andrew Taylor CFP® is an Investment Manager with 15 years of experience working with affluent individual investors. His career in the financial industry has focused on providing customized investment management, and comprehensive wealth planning in a tax efficient manner for his clients.

OJM Group regularly hosts live webinars. View upcoming free webinars on topics including tax planning and healthcare reform.