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The McGill Advisory Drilling It Down Webcast May 2021

On episode 10 of Drilling It Down, host Wes Lyon welcomes back Jeff Harrell, CFA, Director of Portfolio Management at McGill Advisors, a division of Brightworth. With his unique perspective, Harrell addresses investors' common questions on inflation, interest rates, and cryptocurrencies.

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The McGill Advisory Drilling It Down Webcast April 2021

Episode 9 of Drilling It Down kicks off with an Employee Retention Credit update, then summarizes highlights from recent McGill & Hill Group events and conversations with doctors—including two tax traps to avoid, DSOs (and how to know whether selling to one is right for you), and having a sound financial gameplan.

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The McGill Advisory Drilling It Down Webcast March 2021

On Episode 8 of Drilling It Down co-host Jonathan Martin covers DSOs' current impact on the marketplace and Wes Lyon takes a deep dive into file an extension on your corporate tax return, plus PPP, EIDL and the Employee Retention Credit.

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The McGill Advisory Drilling It Down Webcast February 2021

In the 7th episode of Drilling It Down, co-hosts Wes Lyon and Jonathan Martin are joined by Bill Rossi of Advanced Practice Management to drill down the fundamentals of PPO participation.

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The McGill Advisory Drilling It Down Webcast January 2021

On episode 6 of Drilling it Down our co-hosts discuss how to qualify for the second round of PPP funding, the employee tax credit, inflated pricing on EBITDA calculations, and what to do if you receive documents from a corporate buyer.

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The McGill Advisory Drilling It Down Webcast December 2020

Episode 5 of Drilling It Down addresses President-Elect Biden’s tax plan, PPP loan forgiveness application updates, paid sick leave reminders, tax-free staff bonuses related to COVID-19, how to prepare for another possible shutdown, plus tax and savings tips for 2021.

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The McGill Advisory Drilling It Down Webcast November 2020

On episode 4 of Drilling It Down, we discuss the 2020 election, provide a COVID-19 relief update—specifically related to PPP loan forgiveness and HHS Funding Phase 3, and remind members about open enrollment season for selecting health insurance coverage so you can select the best health insurance plan for your family.

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The McGill Advisory Drilling It Down Webcast October 2020

Episode 3 of Drilling It Down addresses Phase 3 of HHS Provider Relief Funds, outlines the key concerns of investors as the 2020 Presidential Election approaches, and speaks to one of our most received questions from members—what are the tax ramifications of the election?

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The McGill Advisory Drilling It Down Webcast September 2020

On episode 2 of Drilling It Down, we address key concerns of the continued impact of COVID-19, share an orthodontist's recent experience with a predatory brokerage outlet, outline critical questions to consider when approached by a DSO, plus highlight relevant articles from The McGill Advisory archives, including "How to Double or Triple Your Tax Free Rental Income."

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The McGill Advisory Drilling It Down Webcast August 2020

A new webcast series for members has launched! On the pilot episode of Drilling It Down, we review two August 2020 articles - "12 Steps To Take If An Employee Tests Positive For COVID-19" and "Forget the Balance Billing Scare! Act Now To Receive Provider Relief Fund Payments," as well as offer detailed advice about having the right advisors and cover several member questions.

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Article Archive

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Submit your own questions, search, or browse expert answers to doctors' common business & financial questions from McGill & Hill Group’s top advisors.

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Forms, Guides & Letters

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Reports & Bulletins

Save thousands and avoid costly penalties with timely financial advice, tax tips, investment commentary, retirement plan news, and more.

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Videos

Drilling It Down webcast series recordings and video resources to help you achieve personal and practice financial success.

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