Finance & Taxes
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OJM Group
Asset Protection 101: What You Need to Know to Shield Your Wealth From Liability
FEATURING
David Mandell
- 3,628 views
- November 15, 2022
- 7
OJM Group
Avoiding the SALT Tax Hit Facing Physicians in High Income Tax States
FEATURING
Carole Foos
- 2,752 views
- November 1, 2022
- 2
OJM Group
What Is the Cost of Having – Or Not Having – Long Term Care Insurance?
FEATURING
Michael Lewellen
- 1,439 views
- September 20, 2022
- 3
OJM Group
Tax Tip: Using Roth IRA Conversions During Market Pullbacks
FEATURING
Bob Peelman
- 2,187 views
- August 22, 2022
- 3
OJM Group
Six Financial Actions to Take in Uncertain Economic Times
FEATURING
Adam Braunscheidel
- 964 views
- July 28, 2022
- 4
OJM Group
How to Avoid Capital Gains Taxes Like a Billionaire
FEATURING
David Mandell
- 4,189 views
- June 22, 2022
- 13
OJM Group
Tax Reduction Ideas for 2022: Are You Missing Any in Your Planning?
FEATURING
Carole Foos
- 2,502 views
- April 6, 2022
- 5
2022 West Oncology Conference
APP Utilization - Productivity vs. Value: Updates and New Data That Impact Treatment for Cancer Patients
FEATURING
Jason Astrin
- 150 views
- March 17, 2022
- 3
OJM Group
Upside Potential with Downside Protection: Two Wealth Planning Options for 2022
FEATURING
David Mandell
- 944 views
- March 9, 2022
- 1
OJM Group
Tax Update: What Physicians Need to Know About the Current State of Tax Reform
FEATURING
Carole Foos
- 2,118 views
- February 9, 2022
- 1
OJM Group
Non-Qualified Plans: Is Your Wealth Plan Missing This Powerful Tax & Retirement Tool?
FEATURING
David Mandell
- 1,997 views
- January 26, 2022
- 3
OJM Group
Is Your Financial Advisor Working for You or Themselves? Here’s How to Tell…
FEATURING
Andrew Taylor
- 1,261 views
- December 22, 2021
- 4
OJM Group
Why You Need to Understand Inflation Now – and How to Invest Accordingly
FEATURING
Andrew Taylor,
Jason O'Dell
- 1,013 views
- November 19, 2021
- 4
OJM Group
Your Taxes: The State of the Tax Law & One Tool to Reduce Your 2021 Bill Now
FEATURING
Carole Foos,
Jason O'Dell
- 2,034 views
- October 27, 2021
- 3
OJM Group
Tax-Loss Harvesting: How to Reduce Taxes on Investments in a Timely Manner
FEATURING
Adam Braunscheidel
- 913 views
- September 30, 2021
- 4
OJM Group
Medical Practices and the Expanded Employee Retention Credit
FEATURING
Carole Foos
- 1,346 views
- August 24, 2021
- 2
Venous Edge
Breaking News from CMS: Changes in Reimbursement for Vein Specialists
- 365 views
- August 4, 2021
OJM Group
Cash Savings Alternative: How to Increase Returns and Maintain Liquidity
FEATURING
Michael Lewellen
- 1,117 views
- July 21, 2021
- 1
Yale School of Medicine
Value and Innovation in Heart Failure: Improving Cost with Innovative Payment Models
FEATURING
Katherine Clark
- 11 views
- July 13, 2021
Venous Symposium
Coding and Reimbursement in Venous Healthcare
FEATURING
Harold Welch
- 16 views
- July 7, 2021
OJM Group
How to Protect Your Home and Home Equity From Liability
FEATURING
David Mandell
- 1,588 views
- June 23, 2021
- 4
OJM Group
Financial Lessons Learned from the Pandemic
FEATURING
David Mandell
- 678 views
- May 19, 2021