Books
Audio Presentation on Asset Protection and Wealth Accumulation
In this one-hour lecture, David B. Mandell, JD, MBA covers a broad range of practice management, wealth accumulation, and asset protection topics for physicians. Mr. Mandell has written four books for physicians, including For Doctors Only: A Guide to Working Less & Building More and Risk Management for the Practicing Physician. He is a practicing attorney and principal of national consulting firm OJM Group.
For Doctors Only: A Guide to Working Less & Building More
For Doctors Only teaches doctors how to efficiently practice so they can get more out of a medical practice. More specifically, For Doctor Only will help doctors protect their personal and practice assets from lawsuits, taxes and bad investments while showing them the secrets to building wealth through the leverage of people, assets and effort.
For Ohio Doctors: Shedding Light on Asset Protection, Tax and Estate Planning
For Ohio Doctors teaches doctors how to handle the unique challenges of practicing medicine in Ohio so they will get more out of their medical practice and personal finances. Reduced reimbursements, higher taxes, and significant liability risk make it imperative that Ohio doctors work "on their practice" not just "in their practice" if they want to achieve any reasonable level of financial security.
For California Doctors: A Guide to Working Less & Building More
For California Doctors teaches doctors how to efficiently practice so they can get more out of a medical practice. More specifically, For California Doctors will help doctors protect their personal and practice assets from lawsuits, taxes and bad investments while showing them the secrets to building wealth through the leverage of people, assets and effort.
For Georgia Doctors: Fresh Ideas on Asset Protection, Tax, Practice Planning, Wealth Accumulation and Estate Planning
For Georgia Doctors teaches doctors how to handle the unique challenges of practicing medicine in Georgia so they will get more out of their medical practice and personal finances.
For New York Doctors: A Guide to Asset Protection, Tax Reduction, and Practice and Wealth Management
For New York Doctors teaches doctors how to handle the unique challenges of practicing medicine in New York so they will get more out of their medical practice and personal finances.
Wealth Secrets of the Affluent: Keys to Fortune Building and Asset Protection
Leaders in the world of wealth management reveal how affluent families build and maintain wealth in any economy. Most financial resources are designed for the average American. As a result, over 20 million affluent families and millions of hard-working Americans who strive to be wealthy are confused by what they read in the popular press. Wealth Secrets of the Affluent is the first book designed to help affluent families and their advisors take practical steps to build and preserve wealth. This unique guide touches upon vital topics for wealth-building, including which under-used financial vehicles are integral parts of affluent family planning; why the Nobel Prize-winning asset allocation model used by most firms will fail for affluent clients; and how readers can rate and judge their advisors. Filled with in-depth insights and expert advice, Wealth Secrets of the Affluent allows readers to make more informed financial decisions for building and preserving their various assets.
Risk Management for the Practicing Physician
Risk Management for the Practicing Physician is nationally accredited for 5.5 hours of Category I continuing medical education (CME) credits in risk management. Co-written by a practicing physician, an attorney and a financial advisor, this 99-page monograph includes chapters on: providing care in today's malpractice environment, liability and the doctor-patient relationship, managing diagnosis-related liability, minimizing risks of miscommunication, managing high risk communication areas, managing the dangers of drug therapy, non-medical liability risks for the practicing physician, and liability in the new health care delivery system.
Wealth Protection MD: The Ultimate Financial Guide for 21st Century Physicians
Wealth Protection M.D. is a collaborative financial planning guide written solely for physicians, and focuses on doctor's growing concerns within the fields of asset protection, medical malpractice, estate planning, and tax planning. David Mandell JD, MBA and Chris Jarvis MBA are two well-known authors/speakers in the medical community, and have teamed up with some of the top tax attorneys and financial planners to offer physicians a comprehensive guide to secure and conservative financial well-being.
Financial Secrets to Franchising Success
Financial Secrets to Franchising Success is the first financial and legal planning book that helps address the specific needs of franchise owners and business owners who have multiple locations or distinct business units. A resource for franchise owners, real estate developers, landlords, and farmers alike, teaching readers what limited partnerships and limited liability companies are and how to use them, how to protect personal assets from business lawsuits and how to protect business and personal assets from lawsuits against partners or employees, how to leverage business assets, how to reduce unnecessary tax liabilities, and how to reduce the headaches and liability of owning a business.
Wealth Protection: Build and Preserve Your Financial Fortress
The authors of Wealth Protection-a financial adviser and a tax attorney-boast that their book should cost $5,000 because reading it is akin to meeting with a top wealth manager, minus the fancy office. For the most part, they deliver: Written specifically for wealthy investors, the advice ranges from fairly rudimentary (diversification, mutual fund costs) to very sophisticated (offshore trusts, business planning), without any Suze Orman-style hand-holding. A nifty "risk factor analysis" quiz even helps readers customize the information to their needs. Even so, this is more useful as a reference for savvy investors than as a do-it-yourself financial adviser.
