Dec 19, 2024 | Firm Updates, News Brief
As the year comes to a close, it’s the perfect time to ensure that your organization’s processes are in order, particularly in areas critical to retirement plan compliance and administration. Below, we highlight several key areas that demand attention and share the...
Nov 11, 2024 | Firm Updates, News Brief
World-class patient care is no doubt the ultimate goal of your practice. But you can’t provide excellent care if your practice isn’t operating well, too. The business side of your practice must be strong and efficient enough to sustain and support the care you offer...
Nov 11, 2024 | Firm Updates, News Brief
At some point, you might consider selling your medical practice. There are many considerations, including continuity of patient care — and, if you’re retiring, perhaps emotional issues connected with leaving patients, and practice itself, behind. From a financial...
Nov 11, 2024 | Firm Updates, News Brief
Medical practices aren’t immune from recurring problems and challenges. Even when the concerns that arise are familiar and seem to have been solved in the past, they can rear their ugly heads again periodically if you’re not vigilant. Issues of time management, cash...
Nov 11, 2024 | Firm Updates, News Brief
In November 2022, artificial intelligence (AI) got a lot of attention with the launch of ChatGPT, a “chatbot” developed by OpenAI. Users can converse with the chatbot in a fairly sophisticated way via questions that steer conversations toward answers of any desired...
Aug 6, 2024 | Firm Updates, News Brief
Donor-Advised Funds (DAFs) are investment vehicles designed to allow individuals to contribute to the Funds and recognize the contribution as a charitable donation in the year it was made. The funds are then managed by advisors and eventually contributed to charitable...
