ARTICLES
How to Protect Your Home and Home Equity From Liability
Along with retirement and personal investment accounts, the family home (and its equity) is often…
S or C Corporations?
When choosing a structure for any business, including a medical practice, you are really making…
2017 Tax Cuts and Jobs Act
Congress enacted sweeping tax reform in December which has widespread effects on both individuals and…
Financial Lessons Learned from the Pandemic
Now that we have reached Summer 2021, when over 150 million Americans have been vaccinated,…
Financial Planning for Physicians
If you're a medical practitioner, you probably know that physicians are among the highest-paid professionals…
Are You Taking Advantage of Two Everyday Tax-Favored Assets?
Like everyone we have ever worked with, you likely want to reduce your taxes as…
Proactive Planning Can Reduce Taxes on Investments
This article offers six strategies to reduce taxes on investments, that could save you thousands…
Health Savings Accounts
Investors are likely aware of Health Savings Accounts (HSAs) and their use by patients and…
Recent Cases Affect Protection of Assets in LLCs
As we kick off 2023, OJM partner David Mandell provides a high-level update on new…
Surviving Market Volatility
KNOWING YOUR TOLERANCE FOR RISK There are no activities that are completely risk free. Whether…
Sequence of Returns Risk
As investors age, they should consider the reallocation of their assets into increasingly conservative investments…
Don’t Outlive Your Money
Most investors, when considering their financial future, have a common concern – that they will…
The Importance of Asset Protection
Among the various types of liability that physicians may face, including employee claims, HIPAA violations,…
Tax Diversification
Investors often hear the phrase “don’t put all your eggs in one basket,” and interpret…
Consolidated Appropriations Act of 2023
The Consolidated Appropriations Act of 2023, enacted on December 29, 2022, includes the Secure 2.0…
The Current State of Tax Reform
TAX UPDATE ON THE PROVISIONS IN THE BUILD BACK BETTER ACT While the passage of…
Inflation and Your Investments
Inflation is a popular topic in the financial media this spring. This short article is…
Four Common Pitfalls in a Qualified Retirement Plan
OJM Group has reviewed many qualified retirement plans (QRPs) for businesses and professional practices, including…
Global Markets Rally Again: Third Quarter Key Takeaways