A Few Ways to Avoid Probate

Planning Now Can Prevent Probate Later Probate is the process of proving the validity of a will and supervising the administration of an estate, usually in the probate court. State... Read More >

ERC and Incorrect Claims

Window is Open in Feb and March to Correct ERC Claims The IRS urges businesses to review their eligibility for the Employee Retention Credit because there s limited time for... Read More >

Beyond Malpractice Insurance

Beyond Malpractice Insurance Say the word insurance, and most doctors im mediately think malpractice. But if the only thing your group or individual medical practice is insured against is a... Read More >

What Is Values-Based Investing?

What Is Values-Based Investing? In recent years, there has been a surge in the popularity of values-based investing, as individuals increasingly seek to align their financial decisions with their beliefs... Read More >

Retirement Risks for High Income-Earners

Retirement Risks for High Income-Earners Even middle- and upper-income earners face retirement risks. What are some of the biggest risks, and how can you preserve your financial security in retirement?... Read More >

Managing Your Risk with HIPAA

HIPAA Can Help Manage Risk There is a lot to unpack with HIPAA law. It may seem more work than it s worth, but unfortunately, it must be addressed. HIPAA... Read More >

2022 MIPS Performance Feedback

MIPS Performance Feedback The Centers for Medicare amp Medicare Services CMS has released Merit-based Incentive Payment System MIPS performance feedback and final scores for the performance year and associated MIPS... Read More >

Preventing Physician Merger Hiccups

How to Avoid Hiccups in a Merger Process So you ve decided to enter into a merger. Congratulations, you ve completed tireless hours of feasibility analysis and chosen your partners... Read More >