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 2018-10-15: No. 20

Selling The Smaller Practice

October 15, 2018
Owners Of Small Practices Will Have A Better Chance Of Selling Their Practice If They Expand The Types Of Potential Buyers: It can be hard for doctors to sell practices where annual revenues are not
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Mortgage Rates Are Rising - Act Quickly To Lock In Your Rate

October 15, 2018
The average 30-year fixed rate mortgage has jumped to 5.00%, which is up from 4.75% just one week ago and well above the 52-week low of 3.85%. Our advice to anyone purchasing a new home: lock in your rate as soon as possible! Banks are typically
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IRS Announces Client/Referring Doctor Meals Are 50% Deductible

October 15, 2018
The Tax Reform Act of 2017 changed the rules on the deductibility of meals and entertainment with clients or customers (or referring doctors). The new rules clearly disallow entertainment like theater and ball game tickets as well as golf course fee
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Substantiating Real Estate Losses And The Added Benefit Of A Home Office

October 15, 2018
Deducting Rental Losses Against Practice Income Is Doable, But It’s Not Easy: Rental real estate is presumed to be a “passive” activity which means that losses from these activities can only be used to offset gains from
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Deducting Moving Expenses

October 15, 2018
Employer Reimbursements For An Employee’s Moving Expenses Are Now Taxable To The Employee: But, there is an exception
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Tax Deductions For Volunteer Teaching

October 15, 2018
The August 1st Newsletter discussed the two ways to deduct the travel, meal and lodging expenses associated with serving on the board of a non-profit organization. Ideally, these will be deducted
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Benco's Rewards Program Curtailed

October 15, 2018
Benco's BluChip Loyalty Program Will Stop Offering Retail Items And Gift Cards On January 1, 2019, So Plan On Spending Down A Lot Of Points In A Short Amount Of Time: A nice perk about programs like these is
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Changes Coming For IRS’s Voluntary Correction Program (“VCP”) For Fixing Retirement Plan Document Or Operational Mistakes

October 15, 2018
The IRS has a formal program for voluntarily notifying the IRS about plan mistakes. If you tell the IRS what happened, how you intend
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Term Insurance: Level Premiums vs. Annual Renewable Term

October 15, 2018
If You Are Considering A Level-Premium Term Life Insurance Policy, Compare It To The Rising Premiums Of The Traditional Annual Renewable Term-Type Policy - Especially If:
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Selling The Practice And The Building

October 15, 2018
A Thought For Doctors Selling A Practice Together With The Office Building - Require Outside Financing On The Practice Sale But, If Necessary, Self-Finance
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Young Doctors Saving For Retirement

October 15, 2018
A Thought For Young Doctors - The Old Rule Of Thumb About Saving 10% Of Your Pre-Tax Income Is No Longer Enough; Make It At Least 15-20%: Better yet, make it 25%. Everyone I see retire voluntarily, retires at least well to do.
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Confessions Of A Stock Market Bull - Part 2

October 01, 2018
Why I Don't Sell The Core Holding That Looks Overvalued: If I believe the price is at a temporary peak and could fall (even substantially), as long as I believe the future prospects for the company are sufficiently attractive,
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