Finance & Taxes
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OJM Group
Medical Practices and the Expanded Employee Retention Credit
FEATURING
Carole Foos
- 1,346 views
- August 24, 2021
- 2
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
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
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
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
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
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
Upside Potential with Downside Protection: Two Wealth Planning Options for 2022
FEATURING
David Mandell
- 944 views
- March 9, 2022
- 1
2022 West Oncology Conference
APP Utilization - Productivity vs. Value: Updates and New Data That Impact Treatment for Cancer Patients
FEATURING
Jason Astrin
- 156 views
- March 17, 2022
- 3
OJM Group
Tax Reduction Ideas for 2022: Are You Missing Any in Your Planning?
FEATURING
Carole Foos
- 2,503 views
- April 6, 2022
- 5
OJM Group
How to Avoid Capital Gains Taxes Like a Billionaire
FEATURING
David Mandell
- 4,196 views
- June 22, 2022
- 13
OJM Group
Six Financial Actions to Take in Uncertain Economic Times
FEATURING
Adam Braunscheidel
- 964 views
- July 28, 2022
- 4
OJM Group
Tax Tip: Using Roth IRA Conversions During Market Pullbacks
FEATURING
Bob Peelman
- 2,188 views
- August 22, 2022
- 3
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
Avoiding the SALT Tax Hit Facing Physicians in High Income Tax States
FEATURING
Carole Foos
- 2,754 views
- November 1, 2022
- 2
OJM Group
Asset Protection 101: What You Need to Know to Shield Your Wealth From Liability
FEATURING
David Mandell
- 3,633 views
- November 15, 2022
- 7
OJM Group
Hot Topics in Tax and Asset Protection for 2023
FEATURING
Carole Foos,
David Mandell
- 3,514 views
- December 20, 2022
- 8
OJM Group
5 Success Factors When Using Permanent Life Insurance
FEATURING
Jason O'Dell
- 955 views
- January 17, 2023
- 1
OJM Group
How 2023's New Tax Law May Impact Your Retirement Planning
FEATURING
Carole Foos
- 4,538 views
- February 14, 2023
- 7
OJM Group
Are You Getting Adequately Paid on Your Cash?
FEATURING
Andrew Taylor
- 456 views
- March 7, 2023
- 2
Total Health
Financial Toxicity in Cancer Care as Barriers to Access
FEATURING
An'Drea Liddell
- 6 views
- March 15, 2023
OJM Group
How to Have a Tax Win in Volatile Markets
FEATURING
Bob Peelman
- 1,029 views
- April 4, 2023
- 2
OJM Group
Recent $43 Million Malpractice Verdict: Why It Highlights the Need for Asset Protection Planning
FEATURING
David Mandell
- 3,283 views
- May 18, 2023
- 4