Practice management insights from our top expert contributors. Click the image to learn more.

Welcome to Physician's Practice: Pearls

, JD, has practiced law exclusively in the areas of asset protection, risk management and wealth preservation for the last 16 years. He helps protect a national client base with more than $5 billion in personal assets, including several thousand physicians. He is a contributing author to multiple books for physicians and a frequent medical conference speaker and CME presenter. 

Articles

Ready or not, office holiday parties are back this year. These are some of the risks that practice owners and leaders should manage to help ensure a stress-free holiday and a positive transition to the New Year. 

Managing office holiday party risks

 advises clients on compliance, transactions, government administrative actions, and litigation involving healthcare, cybersecurity, corporate and securities law, as well as False Claims Act and Dodd-Frank whistleblower cases. She also teaches bioethics at Baylor College of Medicine in Houston. Rachel can be reached through her website, 

On December 2, 2020, CMS published new provisions and exemptions related to the Stark Law (85 Fed. Reg. 77492) and HHS-OIG published new provisions and safe harbors related to the Anti-Kickback Statute (AKS) (85 Fed. Reg. 77684. 


Reminder: Important Stark Effective Date and Physician Group Practices

is a traveling physician who is board certified in family practice/OMT and lifestyle medicine. He has practiced as a 

 locum tenens physician for four years. Zhu is an international speaker and the author of "

Thrive Medicine: How To Cultivate Your Desires and Elevate Your Life

Masterclass series, an online resource for healthcare professionals and students on learning how to thrive

Just like any routine or habit, it takes practice, commitment, and consistency.

Maintaining a social life as a working physician 

Part two of our look at abusive tax planning schemes that are heavily promoted doctors at year-end. We examine specific schemes to avoid, including those that the I.R.S. is making a special effort to crack down on. 

Specific tax fraud traps physicians should avoid

MBA, CFP®, AIF® began her career in financial planning in 1988 and co-founded Atlanta Financial Associates in 1992, merging into 

in 2020. She specializes in working with physicians and executives in the healthcare industry. Her passion for working with physicians comes from being a pediatrician’s spouse for more than three decades. Julie has been featured on Forbes’ list of America’s Top Women Wealth Advisors since 2017 as well as Forbes’ 

Many high-earning physicians find that taking advantage of a donor-advised fund is often a simple and tax-savvy way to make charitable contributions.  

Donor-Advised Funds: Top five benefits for high-earning physicians

Code accurately with the appropriate documentation to substantiate medical necessity.

CMS increases payments for cognitive assessments and care plan services

Management Services Organizations are not for every physician, but they are certainly here to stay for a long time to come.

What physicians need to know about MSOs

Basic rules to be aware of and some specific tax plans that require extreme caution and due diligence. 

Fall tax fraud warning for physicians 

What doctors must understand about their insurance and why not all polices are equal.

Medical Malpractice and Asset Protection, Part 8: Med Mal Insurance

These plans can offer a variety of potential benefits that go beyond their traditional role. 