Practice Finance

Understand how Social Security tax payments work.

How to defend against tax audit.

Learn about 401(k) interest before proceeding with plans to withdraw money.

Monitor how tax laws change as you review your investments.

Learn the detals of a buy-sell agreement.

Why do some 401(k) portfolios perform better than others?

How to know whose health plan to use for your children in case of divorce.

Know how to pay your taxes as locum.

Determine whether to pay cash or not for a new car.

Be sure to update retirement account data for beneficiaries' sake.

Learn how to reverse and IRA/Roth IRA conversion and its tax implications if markets drop.

With money market and short-term U.S. government yields not very different from hiding your dollars under a mattress, huge amounts of investment dollars have gone into bond funds.

Prioritize and coordinate recommendations from financial advisors.

A simplified employee pension is a form of an IRA.

Identify the major tax changes stemming from the healthcare reform legislation.

Tactical investment strategy is defined.

Know the advantages of being incorporated.

Understand how a loan sold to the DOE affects the status and servicing of the loan.

The financial crisis of 2008-2009, along with more recent concern over the large debts run up by Greece and some other members of the European Union, has made debt a frequent topic of meetings with clients.

Tax-free mutual funds own municipal bonds. Tax-free funds generally provide lower pre-tax returns than taxable counterparts.

Physicians often count on the eventual sale of their practice to fund their retirement.

Life insurance proceeds paid to an irrevocable life insurance trust may escape estate taxation if the trust owns the policy and you have not retained any incidents of ownership, such as the right to change the beneficiary.

For more than a decade, most teaching hospitals in the United States and some individual taxpayers, including medical residents, have had refund claims pending with the IRS.

Term and whole life are the two basic categories of life insurance, but there are several subcategories within each.

The estate tax will come back into effect on January 1, 2011.

Discover whether there's a rule requiring a 401(K) deposit by a certain date.

The proposed use of immediate annuities seems to be gaining popularity as a cure for battered retirement funds.

Starting in 2013, the Medicare tax will increase from 2.9% to 3.8% for couples earning more than $250,000.

Learn about exemption for regular and Roth IRAs.

Understand more about the exemption from Social Security tax and how it interacts with the Medicare tax.