IN THE MEDIA

OJM Group is a team of professionals and specialists who strive to stay on top of the latest market trends, concerns, policy changes and issues. Our reputation is a direct reflection of our diligent effort to stay informed, and keep our clients informed. Members of our team at OJM Group are often requested to publish articles and give interviews in a variety of professional journals, radio broadcasts, newsletters, magazines and other media outlets. Below is a sampling of some of those publications.

 

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Strategies to Reduce Volatility and Improve Tax Efficiency | Practical Dermatology

By Jason M. O'Dell, MS, CWM and Michael Lewellen, CFP® on September 5, 2018

Originally published for Practical Dermatology in June of 2018. Why a cash value life insurance policy may be right for your portfolio. Many investors believe that the primary goal of diversification is to hedge against risk and volatility. Another fundamental goal for diversification, however, should be to increase tax efficiency— something that many investors overlook. One

Protecting Personal and Practice Assets | Aesthetic Society News Summer 2018

By David B. Mandell, JD, MBA on September 4, 2018

Originally published for the Summer 2018 issue of the Aesthetic Society News. As an attorney and consultant to physicians for more than two decades, I have advised many on the area of asset protection—how to shield assets from unforeseen future liability. In this article, I hope to dispel some incorrect assumptions you may have and

The Tax Cuts and Jobs Act | Aesthetic Society News Spring 2018

By Carole C. Foos, CPA and David B. Mandell, JD, MBA on September 4, 2018

Originally published for the Spring 2018 issue of the Aesthetic Society News. What you need to know. At the end of 2017, Congress enacted sweeping tax reform that has widespread effects on both individual physicians and medical practices. This is the largest change to the Tax Code in years, with many changes taking effect January

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Backdoor Roth IRA Strategy | Becker’s ASC Review

By Carole C. Foos, CPA and David B. Mandell, JD, MBA on August 16, 2018

Originally published for Becker’s ASC Review on August 15, 2018. An effective step toward tax diversification Tax diversification is a planning concept that can be easily illustrated with the analogy of accumulating assets in a variety of “buckets”, each of which will be taxed differently when liquidating for retirement. One such “bucket”, which is often

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Flexibility: The Most Important Element of Your Financial Plan (Part I)

By David B. Mandell, JD, MBA on August 16, 2018

As principals of a wealth management firm with over 1,000 physician clients – including many dermatologists – we continually stress the importance of flexibility to our clientele. Because many circumstances beyond your control may significantly impact your ability to achieve your financial goals, flexibility is fundamental. In this two-part article, we will examine the key

 

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