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 2020-01-15:No. 2

Ideal Investment For A Roth IRA Conversion

December 31, 2019
If you are holding company stock in a traditional IRA or profit sharing plan, and you have reason to believe that the company may be acquired or otherwise soon see a pop in its value, then convert those shares to a Roth IRA.
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Estate Planning In The Digital Age

December 31, 2019
Online banking and investing is certainly convenient. However, if everything is done online, and no paper statements are sent to the house, then online access becomes vitally important. This becomes a big issue when the account owner dies, and nobody has the login and password.
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Fringe Benefits For Owners Of Group Practices

December 31, 2019
Doctors in group practices should maintain a list of their fringe benefits.
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Oral Promises Made At The Time Of A Written Agreement

December 31, 2019
Oral promises made at the time of a written contract are not enforceable.
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Minimum Funding Of Defined Benefit Plans

December 31, 2019
If the practice does not meet the minimum funding requirements of a defined benefit plan due to economic hardship, it can make a waiver request to the IRS.
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Yet Another Reason For Non-Doctor Spouse To Be On The Practice Payroll

December 31, 2019
The main reasons for employing the non-doctor spouse is so that he or she can become eligible for retirement plan participation and to deduct related employment fringe benefits.
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Understanding Some Insurance Provisions

December 31, 2019
By understanding these concepts, you’ll gain a better idea of how the insurance companies operate – and how to become a savvier purchaser.
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New Tax Related Numbers For 2020:

December 02, 2019
Here are some numbers that tend to change every year or every few years due to inflation in the economy:
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Helping Grandchildren Pay For College

December 02, 2019
Here are several options. But, keep in mind that there are both tax and financial aid issues that will determine the best approach.
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Fortifying Your Practice Through A PPO Transition

December 02, 2019
This article is a follow-up to “Is Your Practice Primed to Drop One or More PPOs?” which appeared in the October 15th Newsletter. 
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Do Not Give Insured Patients A Discount And A Claim Form That Fails To Note The Discount

December 02, 2019
Let's say a doctor, in complete good faith, wants to minimize his or her collection costs and decides to give patients a 5% discount if they pay before leaving the office.
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