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Financial Planner | November 2019

The Best Tax Treatment for a Dermatology Practice

S Corp or C Corp in the post-TCJA world?

Carole Foos, CPA; and David B. Mandell, JD, MBA

Financial Planner | August 2019

Increase Tax Deductions and Boost Retirement Savings with a Cash Balance Plan

A smart strategy you may not be considering.

Jason O'Dell, MS, CWM; Carole Foos, CPA; and David B. Mandell, JD, MBA

Financial Planner | September 2017

Reduce Your Life Insurance Costs

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

Financial Planner | August 2017

Is “Offshore” Asset Protection Right for You?

What to do—and not to do—in international planning.

David B. Mandell, JD, MBA and Jason M. O'Dell, MS, CWM

Financial Planner | March 2017

You May Not Need Life Insurance

Five things to consider before you purchase life insurance.

Jason M. O'Dell, MS, CWM and David B. Snyder, JD

Financial Planner | January 2017

Do You Own Real Estate in Your Practice?

Five tips for dermatologists considering the sale of real estate to REIT.

David B. Mandell, JD, MBA and Jason O'Dell, MS, CWM

Financial Planner | July 2016

Doctors Betrayed by Traditional Financial Strategies, Part 2

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

Financial Planner | May 2016

Avoid Financial Gridlock when Partners Disagree

Three ideas for every group practice.

David B. Mandell, JD, MBA and Jason M. O'Dell, MS,

Financial Planner | December 2015

Are These Three Weaknesses Lurking In Your LLC Or FLP?

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

Financial Planner | September 2015

Dispelling the #1 Myth of Asset Protection

Why you can lose assets in a medical malpractice lawsuit

David B. Mandell, JD, MBA and Jason M. O'Dell, MS

Financial Planner | July 2015

Common Financial Planning Mistakes

Are you making one (or both)?

David B. Mandell, MBA and Jason M. O'Dell, MS, CWM

Financial Planner | June 2015

The Financial Contract Every Practice Must Have... And Very Few Do

David B. Mandell, MBA and Jason M. O'Dell, MS, CWM

Tax Planning | September 2014

The Most Important Element of Your Financial Plan, Part II

Why flexibility is crucial to meeting long-term goals.

David B. Mandell, JD, MBA and Jason M. O'Dell, MS, CWM

Tax Planning | April 2014

How To Protect Against Losing Assets In A Divorce

Tips for minimizing potential financial pain from a marital split.

David B. Mandell, JD, MBA and Jason M. O'Dell, MS, CWM

Financial Planning | February 2014

Asset Protection: A Matter Of Degree

How to protect your personal and professional assets.

David B. Mandell, JD, MBA and Jason M. O'Dell, MS, CWM

Tax Planning | November 2013

The Best Asset Protection Implementation is Not Asset Protection... Is Yours?

A review of plans that will offer protection if needed and help build wealth along the way.

David B. Mandell, JD, MBA and Jason M. O'Dell, MS, CWM