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S Corp or C Corp in the post-TCJA world?
Carole Foos, CPA; and David B. Mandell, JD, MBA
A smart strategy you may not be considering.
Jason O'Dell, MS, CWM; Carole Foos, CPA; and David B. Mandell, JD, MBA
You “refi” your mortgage when rates go down. Here are seven reasons to do the same for your life insurance.
David B. Mandell, JD, MBA and Jason M. O'Dell, MS
What to do—and not to do—in international planning.
David B. Mandell, JD, MBA and Jason M. O'Dell, MS, CWM
Five things to consider before you purchase life insurance.
Jason M. O'Dell, MS, CWM and David B. Snyder, JD
Five tips for dermatologists considering the sale of real estate to REIT.
David B. Mandell, JD, MBA and Jason O'Dell, MS, CWM
Helpful hints to avoid tax, investment, and insurance mistakes that can be made if you follow advice designed for tens of millions of average Americans.
David B. Mandell, JD, MBA and Michael Lewellen, CFP
Three ideas for every group practice.
David B. Mandell, JD, MBA and Jason M. O'Dell, MS,
LLCs and FLPs are only as strong or weak as their operating documents and ongoing compliance management.
David B. Mandell, JD, MBA, and Jason M. O'Dell, MS, CWM
Why you can lose assets in a medical malpractice lawsuit
Are you making one (or both)?
David B. Mandell, MBA and Jason M. O'Dell, MS, CWM
Why flexibility is crucial to meeting long-term goals.
Tips for minimizing potential financial pain from a marital split.
How to protect your personal and professional assets.
A review of plans that will offer protection if needed and help build wealth along the way.
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