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Personal Finance

Personal Finance

The key difference between a revocable living trust and an irrevocable trust and when and why physicians should consider using them.

Physicians in Texas and nationwide are the focus of an income tax fraud scheme. Here's what you need to know to protect yourself and your finances.

Every investment or venture into which a physician enters must be carefully scrutinized to assure compliance with several state and federal laws.

Living trusts exist in almost every estate plan, yet their uses and meaning are vague to most. Here is some guidance.

Most estate plans contain both a will and a trust or trusts. While both can name beneficiaries for your property, the differences sometimes cause confusion.

There are a variety of financial products of particular relevance to medical practices. Make sure to get the guidance you need to use them wisely.

Physicians should have a strong understanding of asset protection. Here are six common mistakes to avoid.

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  • Changing tax laws and other financial issues are a lot for a physician and his office to keep up with. So what can you do to ensure you follow all the necessary guidelines to protect yourself and your practice? You can ask for some help.

  • Podcast

    Michael Williams, managing partner of Weitz & Williams CPAs and member of the National CPA Healthcare Advisors Association, discusses some of the changes to this year's tax code that could affect physicians.

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