Comprehensive Financial Planning Strategies for Doctors and by David Edward Marcinko, Hope Rachel Hetico

By David Edward Marcinko, Hope Rachel Hetico

Drawing at the services of multi-degreed medical professionals, and multi-certified monetary advisors, Comprehensive monetary making plans concepts for medical professionals and Advisors: top Practices from best experts and authorized clinical Planners™ will form the panorama for the following new release because the present atmosphere strives to maintain pace.

Traditional widespread items and sales-driven recommendation will yield to a brand new breed of deeply educated monetary consultant or qualified clinical Planner™. The occupation is decided to be remodeled by way of "cognitive-disruptors" that would considerably effect the $2.8 trillion healthcare market for these monetary specialists serving this tough zone. there'll be winners and losers.

The textual content, which incorporates 24 chapters and champions healthcare services whereas informing monetary advisors, is split into 4 sections compete with thesaurus of phrases, CMP™ curriculum content material, and comparable info sources.

  1. For ALL scientific companies and monetary practitioners
  2. For NEW clinical companies and monetary practitioners
  3. For MID-CAREER scientific prone and monetary practitioners
  4. For MATURE scientific companies and fiscal practitioners

Using an interesting sort, the e-book is full of authoritative information and healthcare-centered discussions, offering the instruments and methods to create a personalised financial statement utilizing expert recommendation. finished insurance contains issues likes behavioral finance, glossy portfolio thought, the capital asset pricing version, and arbitrage pricing thought; in addition to insider insights on advertisement genuine property; excessive frequency buying and selling structures and robo-advisors; the Patriot and Sarbanes–Oxley Acts; sanatorium endowment fund administration, moral wills, giving, and legacy making plans; and divorce and different distinctive situations.

The result's a codified "must-have" e-book, for all healthiness contributors, and people looking recommendation from the transforming into cadre of economic specialists and authorized clinical Planners™ who search to "do good by way of doing good," allotting granular physician-centric monetary recommendation: Omnia professional medicus-clientis.


The trained voice of a brand new iteration of fiduciary advisors for healthcare

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Additional info for Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™

Sample text

D’Alessio earned his bachelor of business administration degree in accounting at Baruch College and currently is a Certified Public Accountant in New York. He is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA). He served on several New York State Society tax committees including PCAOB and HealthCare. Mr. D’Alessio presents at financial and medical associations throughout the region, and he authored a book chapter in the Financial Management Strategies for Hospitals and Healthcare Organizations for the Institute of Medical Business Advisors, Inc.

Chapters 9 and 10 are conjoined in that the personal tax reduction strategies outlined in the former are carried over into medical office practice accounting strategies in the later. Chapter 11 reviews investment products, concepts, and vehicles from the perspective of Modern Portfolio Theory (MPF), the Capital Asset Pricing Model (CAP-M), and the Arbitrage Pricing Theory (APT). Chapter 12 concludes by reviewing the complexities of protective trusts and more complex asset protection planning for physicians.

Com Dr. Gary L. Bode was the chief financial officer (CFO) for a private mental healthcare facility and previously the chief executive officer (CEO) of Comprehensive Practice Accounting, Inc. in Wilmington, North Carolina. The firm specialized in providing tax solutions to medical and dental professionals. Dr. Bode was a board-certified practitioner and managing partner of a multi-office medical group practice for a decade before earning his master of science degree in accounting (MSA) at the University of North Carolina.

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