Emergency funds, retirement accounts, and more.

2021 year-end financial planning checklist

Topics

Associate Editor for Medical Economics, Physicians Practice

Videos

With sequestration phasing in, it is a fraught time for health care practices.

Payment issues on the horizon

, 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. 

These strategies can help you weather the financial storm that may be brewing.

Strategies for today's markets

Articles

While private equity investments in health care are on the rise, the pitfalls are coming into focus.

As private equity scrutiny Increases, physicians consider ESOPs as liquidity alternatives

Slideshows

With Tax Day on the horizon, don’t fall into these specific traps.

5 Tax traps physicians should avoid

Aimee Leidich is director of business operations and data analytics at Hint Health.

Many practices are looking to the flexibility of direct primary care.

Trends and innovations in primary care payment, delivery models

Alfredo Rosing is the Vice President of Marketing at Greenbox Capital®. 

With over 25 years of combined experience in marketing and financial services, Alfredo is an expert on innovative financial technologies with a passion for connecting consumers and businesses with socially responsible funding. Prior to joining the Greenbox Capital team, Alfredo launched an award-winning online lender that was recognized as the winner of the 2017 Fintech Awards US Firm of the Year for Lending Innovation Award. Alfredo is a graduate of Southern New Hampshire University with a BS in Marketing.

Proper funding can help your practice to rise above some challenges.

9 Challenges funding can help your medical practice overcome

Don't fall for tax schemes that seem too good to be true.

Trusts 101 for physicians part 3: Avoiding tax fraud 

What are merchant cash advances and how they can benefit doctors and medical professionals.

Finance

2021 year-end financial planning checklist