Physicians Beware: The Buy-Sell Agreement and the Damages of its Absence in a Medical Practice

  Truth be told, a buy-sell agreement is applicable to all sorts of businesses. However, because of the high income resulting from a physician’s “sweat” equity, coupled with the fact that family heirs are not allowed to own a medical practice; this article is specifically dedicated to physicians. Let’s jump right in… Imagine the intense years you spent in Medical School, slaving away as… Read More »

Act Now, Save Later

10 Year-End Tax Planning Strategies to Discuss with Your Financial and Tax Advisor Before the Holidays As summer draws to a close, tax time seems like a world away for most of us. We’re preoccupied with squeezing in that last vacation and/or getting the kids ready to go back to school, and once we settle… Read More »

Help Your Clients Save at Tax Time

6 Important Conversations to Have with Your Clients Before the Hustle and Bustle of the Holidays As summer gives way to fall, it’s time to start thinking about year-end tax planning. This is an opportunity to communicate with your clients, offer solutions, and deepen your relationship by helping them save thousands of dollars next spring… Read More »

Three Tools Your Clients Can Use to Save For Skyrocketing College Expenses

You and your clients have undoubtedly seen the projections about college expenses. Using an average increase of 5% per year, by 2030 the annual tuition at a four year public school could soar to $41,200, and $92,800 at a private, nonprofit school. These numbers will undoubtedly make even the well-to-do cringe. Thus, parents and grandparents… Read More »