For Ohio Doctors teaches doctors how to handle the unique challenges of practicing medicine in Ohio so they will get more out of their medical practice and personal finances. How are the challenges of being a doctor different?
- Ohio doctors pay higher taxes than colleagues in many states
- Ohio doctors face high liability risk
- Ohio doctors deal with more managed care
Reduced reimbursements, higher taxes, and significant liability risk make it imperative that Ohio doctors work "on their practice" not just "in their practice" if they want to achieve any reasonable level of financial security.
For Ohio Doctors teaches doctors how to:
- Protect personal and practice assets from lawsuits
- Reduce unnecessary taxes by $5,000 to $500,0000 per year
- Restructure practice operations to maximize efficiency and protection
- Utilize the investment secrets of the nation's most affluent
- Protect family assets from divorce
- Efficiently manage their estates and protect their families
The authors have over 150 years of experience in the areas of asset protection, tax, estate planning, probate management, litigation, insurance, investing and financial planning. They have co-authored over 10 books and written or been quoted in medical journals including American Medical News, Physician's Money Digest and Medical Economics.
Ohio tax law changes frequently. We will post updates and revisions to the book as they occur in this area.
CHANGE TO CHAPTER 3-2
In chapter 3-2 of our book, we discuss insurance agents, who, by virtue of their contractual obligations to one insurance company, are unable to sell products other than those of the one insurance company. In this discussion, we erroneously named Northwestern Mutual as one such company. While the company does incentivize their agents to sell their products, they do not prohibit agents from selling the products of other companies. We apologize for this mistake and will remove from future printings.
ADDITION OF CHAPTER TO INVESTMENT LESSON
Will You Conquer the Cash Crunch in Retirement?
For Ohio Doctors
Shedding Light on Asset Protection,
Tax and Estate Planning
by Jason M. O'Dell, CWM, David B. Mandell, JD, MBA, Christopher R. Jarvis, MBA, Ted Gudorf, Esq, C. Lawrence Huddleston, Esq, Charles J. Kay, Esq, Brian C. Layman, Esq, D. Bowen ("Bo") Loeffler, Esq, With H. Michael Lewellen, CFP®, R. Paul Wilson And Carole C. Foos, CPA
Paperback. 326 pages. Guardian Publishing.
$99.95 $50.00
Plus $5.00 shipping
Special Offer
Special offer for medical society personnel and hospital administrators. Please contact Diana Gannon at diana@guardpub.com to order your free copy.
The authors have created educational programs or materials for hundreds of medical groups, associations, practices and organizations. Guardian Publishing can offer speakers nationwide who are experts in wealth preservation and asset accumulation strategies.
What People Are Saying About These Programs
Never before have we had such an overwhelming positive response to a [non-scientific program]. We would be pleased to invite you back for our 36th North American Federation Congress.
Paul Pancer, CME director, International College of Surgeons
The response from the members attending your session was overwhelmingly positive. We set a record for a workshop at this type at over 200. You are to be commended for a fabulous job. I would not hesitate to recommend this workshop to anyone.
Carol V. Wargo, American Society of Plastic Surgeons/Plastic Surgery Educational Foundation
Thank you for participating as a Teaching Course Instructor during the Aesthetic Meeting 2006. The Society is extremely fortunate to have dedicated individuals, such as you who are willing to contribute their valuable time and expert knowledge to our scientific program.
Mark A. Codner, MD, Teaching Course Subcommittee Chair, American Society of Aesthetic Plastic Surgery
Everyone was very impressed with your presentation. Asset protection is an extremely valuable issue for physicians. More of us should be aware of these matters.
Don J. Hall, M.D., Practice Management Chair, Society of Gynecological Oncology
The meeting was a great success and could have been achieved through your time, dedication and consideration. Thanks again.
Richard G. Fessler, M.D., Ph.D., Chairman 2004 American Association of Neurological Surgeons
My colleagues have said wonderful things about your CME piece on risk management. I look forward to working with you to develop a curriculum for my medical society.
S. Rezaian, M.D., F.I.C.S., Iranian Medical Society of California
Possible Presentation Topics
From 1-hour lectures to full-day roundtable trainings. programs include:
- What asset protection means and how to achieve it
- What you can do about the medical malpractice crisis
- How to protect your Accounts Receivable from lawsuits
- How to create a $1 million buy out for your practice
- How captive insurance works for medical practices
- How to overcome financial gridlock in a group practice
- Why your retirement plan is a tax trap and what to do about it
- The 5 greatest physician estate planning mistakes
- Physicians Are Not Average -- How This Impacts Your Planning
Category I CME Credits
While talks can be accredited for CME by the local hospital/organization, we can also offer our CME enduring material Risk Management for the Practicing Physician to attendees. This monograph is certified nationally for 5.5 Category I CME hours for all specialties. In this way, MD attendees at our talks can hear a subject on business, finance, law, etc. and be able to acquire Category I CMEs through the monograph as well.
To contact us, simply complete the following information and click "Send Message."
You must be logged in to see this page