wealth planning Archives | OJM Group

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Adding A Weight Loss Program to Help Patients and Build Profits

January 24, 2024

By Dr. Jonathan Kaplan

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Hot Topics in Wealth Management For 2024

March 11, 2024

By Bob Peelman, CFP®

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Bonds vs Cash

December 5, 2023

By Andrew Taylor, CFP®

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Proactive Planning Can Reduce Taxes on Investments

November 13, 2023

By Andrew Taylor, CFP®

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Asset Protection for Doctors: 3 Effective Strategies

April 1, 2024

By David B. Mandell, JD, MBA

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Financial Planning for Physicians

March 12, 2024

By David B. Mandell, JD, MBA

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Season 3 Recap: An Executive Summary

May 30, 2023

By David B. Mandell, JD, MBA

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M&A Lessons & the Importance of Getting Employees on Board

May 3, 2023

By David Valaer

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The Value of Experts, Hyper Growth & More from a Dentist & Cosmetic Surgeon

April 18, 2023

By Dr. Erik Nuveen

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Are You Getting Adequately Paid for Your Cash?

June 2, 2023

By Andrew Taylor, CFP®

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Recent Cases Affect Protection of Assets in LLCs

September 19, 2023

By David B. Mandell, JD, MBA

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Hot Topics in Tax and Asset Protection Planning

January 10, 2023

By Carole C. Foos, CPA

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How We Work With Physicians

December 12, 2022

By Michael Lewellen, CFP®

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How We Work With Physicians

December 12, 2022

By David B. Mandell, JD, MBA

Wealth Planning for the Modern Physician Podcast season 2 recap

Season 2 Recap: An Executive Summary of All 20 Episodes

July 4, 2023

By David B. Mandell, JD, MBA

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Why Are Bonds Losing Money?

May 12, 2022

By Andrew Taylor, CFP®

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All Things Ambulatory Surgery Centers (ASC)

May 9, 2022

By Jason Greis, JD

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How Private Practices Can Improve Their Payor Contracts

November 29, 2023

By Brett Spark

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Tax Update & The Billionaire’s Tax Tactic You Can Use

July 4, 2023

By Carole C. Foos, CPA

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2 Investment Options: Upside Potential & Downside Protection

June 19, 2023

By David B. Mandell, JD, MBA

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Tax Update for Physicians

July 4, 2023

By Carole C. Foos, CPA

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Non-Qualified Plans

March 9, 2022

By David B. Mandell, JD, MBA

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The Current State of Tax Reform

July 4, 2023

By Carole C. Foos, CPA

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Anatomy of A Mission-Focused, Award-Winning Practice

July 4, 2023

By Dr. Benjamin Domb

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Medical Practice Mergers & Acquisitions

July 4, 2023

By Gary Herschman, JD

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Entrepreneurship, Delivering CME, and Private Investing

July 4, 2023

By David Victor, JD

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Student Loans 101

July 4, 2023

By Ryan Frailich, CFP®, CSLP

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Using Cash Balance Plans to Reduce Taxes & Build Wealth

July 4, 2023

By Scott McHenry, FCA, MAAA, MSEA

Thoughts from A Clinician, Academic & Leader

July 4, 2023

By Dr. Kevin Plancher

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Orthopaedic Experiences: The Navy SEALs to the New England Patriots

July 4, 2023

By Dr. Matthew Provencher

Financial Management for the Private Practice

July 4, 2023

By Jessica Nunn, CPA

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Expert Insights on Asset Protection

September 24, 2021

By Bo Loeffler, Esq.

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Alternative Investments, How LLCs Shield Assets & Retiring Well

July 4, 2023

By Dr. David Yanoff

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Tax Planning and the Employee Retention Credit

July 4, 2023

By Carole C. Foos, CPA

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Personal Branding & Other Business Lessons

August 30, 2021

By Dr. Michael Ast

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The Entrepreneurial Operating System (EOS)

July 4, 2023

By Crystal L. Faulkner CPA, CExP, MAFF

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Cash Savings Alternative

July 4, 2023

By Michael Lewellen, CFP®

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The Physician as an Entrepreneur

June 23, 2021

By Jerry Kelsheimer

Personal Guarantees to Partner Choices

July 4, 2023

By Desmond McGuire, MD

Inflation and Your Investments

May 26, 2021

By Andrew Taylor, CFP®

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Protect Your Practice & Personal Data From Cyber Fraud

July 4, 2023

By Mark Grosvenor

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