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A rewarding retirement is not automatic—it takes a strategy. Find out what smart doctors do now to fulfill their future dreams.
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Practice Management | Profitability
Track These Key Performance Indicators For A More Profitable 2025
Struggling with high overhead and low profitability? Discover seven KPIs that can diagnose practice shortcomings and provide actionable strategies to cure your practice's "cash flow flu"—start improving profitability today!
Read ArticleInvestments | Investment Strategy
Successful Strategies For 2025
Start 2025 strong with a focused investment plan. Learn why bonds are vital, how to rebalance for market highs, and the smartest way to allocate assets for growth and tax efficiency.
Read ArticlePractice Management | General/Other
Fifth Circuit Court Of Appeals Reinstates Injunction Halting BOI Filing
A whirlwind of court rulings has paused the CTA’s BOI filing requirements—for now. What does this mean for your practice?
Read ArticleTax | Individual
Don’t Let Generic Roth IRA Advice Cost You Millions
One doctor turned a smart Roth IRA strategy into $5.2M in tax savings and a $22M Roth balance. Want to know how? Discover the power of a custom financial game plan!
Practice Management | Personnel
How to Avoid the 7 Deadly Sins of Personnel Management (Online Only Article)
Mastering team management is key to practice success. Avoid serious mistakes that can doom your team’s motivation and performance. And use our Total Pay Statement to effectively communicate the financial benefits you provide.
Read ArticlePersonal Finances | General/Other
Making Six Figures? Why Don’t You Feel Rich?
Stuck financially despite a high salary? Break free! Tackle debt, adopt smart spending, buy a practice, and leverage tax perks. Wealth is closer than you think—start your journey today!
Read ArticleTax | Individual
Top 6 Strategies To Jumpstart Your 2025 Success
Start the year strong: Max out HSA, 401(k), and IRA contributions early, and optimize your salary for retirement growth. Investing now could add $600,000 to your future—act today!
Read ArticleTransitions | General/Other
Avoid Inflated Sale-Leaseback Arrangements When Purchasing Commercial Real Estate
Thinking of selling your office building? A Section 1031 exchange can defer taxes, but hidden pitfalls in today’s market could cost you big. Learn how to spot inflated leases, navigate rising rates, and avoid risky deals. Don’t go in blind—set yourself up for real estate success!
Read ArticlePersonal Finances | General/Other
Act Now To Claim Your Share Of The $5.54 Billion Credit Card Settlement
Accepted Visa or Mastercard from 2004–2019? You may qualify for a share of the $5.54 billion settlement. File your claim by February 4, 2025!
Read ArticleMore Member Resources
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