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March 17, 2025
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Tax diversification: Financial fundamental that proves to be even more important in 2025

Tax diversification: Financial fundamental that proves to be even more important in 2025

Orthopedists, like all physicians, typically have tax reduction and long-term wealth accumulation at the top of their financial objectives.

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March 05, 2025
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Tax diversification: A financial fundamental that proves to be even more important in 2025

Tax diversification: A financial fundamental that proves to be even more important in 2025

Physicians typically have tax reduction and long-term wealth accumulation at the top of their financial objectives.

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February 17, 2025
5 min read
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How to contribute more dollars to tax-sheltered Roth accounts

How to contribute more dollars to tax-sheltered Roth accounts

For high-income earners, including physicians, getting funds directly into a Roth IRA or other after-tax accounts can be a complex challenge.

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February 12, 2025
3 min read
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Plan for educational expenses with 529 plans

Plan for educational expenses with 529 plans

An important part of financial planning for physicians with children can be 529 plans.

News
October 08, 2024
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VIDEO: Pay down debt, build wealth simultaneously — ‘it doesn’t have to be either or’

VIDEO: Pay down debt, build wealth simultaneously — ‘it doesn’t have to be either or’

CHICAGO — In this Healio video exclusive, Brittne Halford, MD, MPH, and Altelisha Taylor, MD, MPH, both from Wealth Minded MD Podcast, discuss key tips on how to leverage debt for financial freedom at Women in Medicine Summit.

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August 28, 2024
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VIDEO: Save early, understand retirement account taxes when building wealth

VIDEO: Save early, understand retirement account taxes when building wealth

CARLSBAD, Calif. — In this Healio Video Perspective from the Women in Ophthalmology Summer Symposium, Carole C. Foos, CPA, of OJM Group discusses saving and investing pearls for ophthalmologists.

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August 12, 2024
2 min read
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Tax-advantaged investing: Where to put your next dollar

Tax-advantaged investing: Where to put your next dollar

As your paycheck grows, so does your discretionary spending and saving. While it is easy to spend, it is not always clear where to invest your next dollar intended for future spending.

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June 17, 2024
4 min read
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Tax law changes affect your retirement planning in 2024

Tax law changes affect your retirement planning in 2024

As we enter the second half of 2024, it is important to understand some tax law changes that became effective this year and could affect your retirement savings and tax planning.

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February 12, 2024
3 min read
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BLOG: Pricing your transaction with regulatory restrictions in mind

BLOG: Pricing your transaction with regulatory restrictions in mind

A pressing question on the mind of any practice owner when selling his or her practice is “how much money will I get?”

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January 18, 2024
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‘S’ or ‘C’ corporation: Maximize tax treatment of your practice

‘S’ or ‘C’ corporation: Maximize tax treatment of your practice

When choosing a structure for a practice, you are making two choices: what legal structure to choose and which tax treatment to select.

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