June 30th 2025
A discussion with Plante Moran’s Tammy Schaeffer about why value-based care hasn’t been adopted more quickly
June 27th 2025
How finding the root cause of allergy symptoms can ease burdens on patients, clinicians and the health care system at large.
June 25th 2025
Compare the potential strategic options for transactions with hospitals, private equity platforms and other health care companies
Innovative payment models — like pay-first and direct primary care — enhance financial stability and patient engagement for independent practices.
June 23rd 2025
Pledge to streamline the process comes amid growing public and government pressure, but the previous industry promises in 2018 accomplished little.
Stock gift may have tax considerations
Gain understanding of what is involved in gifting of stocks.
Calculating tax basis for inherited stocks
Know how to determine tax basis on inherited stocks
Electronic filing required for payroll tax withholding
Understand whether you can deposit payroll tax withholding monthly for employees using federal tax coupons.
Deduct long-term care premiums
Find out whether premiums for long-term care policies are deductible.
Follow the right economic road signs to good business decisions
To make informed business or investing decisions, it's imperative to have a good feel for where the economy is heading.
Deduction rules changed for medical equipment
Determine whether you can deduct the cost of medical equipment upfront.
Reducing corporate taxes
Learn how to avoid or minimize corporate taxes if you sell your medical practice.
When being uninsured hits home
What does it mean to be uninsured in America?
Long-term care insurance: Is it right for you?
A growing number of Americans are buying long-term care insurance. Long-term care is a form of protection against the potential of a financial disaster resulting from an injury or from a long, debilitating illness.
Transitioning to retirement
Learn from a physician's personal experience as to how to inch toward retirement while still in practice.
Let them paddle their own canoes
Discover how to protect your retirement nest egg while instilling values in the next generation.
Reverse mortgages
Know whether to consider a reverse mortgage if you need income.
Finding the right retirement plan opportunities
Most physicians count on their retirement plan for the bulk of their financial security. Yet few of us understand how our retirement plans really work.
Tax considerations for year-end and beyond
With the year-end approaching, it's a good time to evaluate your financial situation and consider tax-planning opportunities.
Increase your retirement savings while reducing your taxes
A cash balance pension plan and other forms of defined benefit pension plans can be great ways for practices that can afford them to dramatically increase retirement savings while reducing taxes.
Improving your financial fortune
During these challenging economic times, many medical professionals are re-examining their personal and professional finances.
Will you have enough?
The recent downturn in the economy has taken long-standing personal finance calculations and turned them on their head. As a result, many of us face an endless set of questions regarding our financial planning.
Roth IRA conversions: Opportunity or trap?
Large IRA accounts pose both income and estate-planning challenges.
Deflation: Should you be worried?
The investment consensus has shifted recently from inflation worries to concerns about deflation.
Student debt won't affect home purchase
Find out whether school debt impacts the home mortgage loan process.
Ways of investigating bank safety
Know whether your 129 bank is in trouble.
Changes to refinancing rules
Understand more about why refinancing rules have changed.
EHR before retirement?
Understand whether it is wise to institute an electronic health records system just prior to retirement.
IRAs can be inherited
Know whether your family can inherit your IRA account.
Contributions to 529 accounts
Discover whether there is a way that spouses combined can contribute more than $13,000 annually to children's 529 accounts.
Non-deductible IRA contributions
401(k) plan?
Consider tax implications when downsizing
Retirement benefit options I can
Pros and cons of investing in gold
Determine whether gold is a safe investment.
Financial reform bill will affect doctors
The financial services reform legislation passed in July contains numerous provisions, two of which will be of interest to physicians. One concerns banking and lending; the other involves investing.
Methods of incorporating
Offer my employees instead of a