Barry Oliver, CPA, PFS

Articles

A carefully selected retirement plan can provide financial security for owners and employees while lowering a practice’s tax burdens

Which retirement plan is right for your practice?

I plan to add some bonds or other fixed-income assets to my personal investment portfolio. Would municipal bonds be a good idea?

Q&A: Investing in municipal bonds

A colleague told me I can give a certain amount of money, tax-free, to my kids each year. Is that true? Will it lower my taxes?

Q&A: The advantage of tax-free gifts for your children

Our group practice has a 401(k) plan. I plan to defer the maximum $16,500 to the plan from my salary. I also do some medical-legal consulting on the side. Can I also establish a 401(k) plan for that business and fund another $16,500?

Author | Barry Oliver, CPA, PFS

Articles