Download Comprehensive Financial Planning Strategies for Doctors and by David Edward Marcinko, Hope Rachel Hetico PDF
By David Edward Marcinko, Hope Rachel Hetico
Drawing at the services of multi-degreed medical professionals, and multi-certified monetary advisors, Comprehensive monetary making plans ideas for medical professionals and Advisors: most sensible Practices from best specialists and authorized clinical Planners™ will form the panorama for the following new release because the present surroundings strives to maintain pace.
Traditional conventional items and sales-driven recommendation will yield to a brand new breed of deeply expert monetary consultant or qualified clinical Planner™. The career is determined to be reworked by way of "cognitive-disruptors" that may considerably effect the $2.8 trillion healthcare market for these monetary experts serving this demanding region. there'll be winners and losers.
The textual content, which incorporates 24 chapters and champions healthcare services whereas informing monetary advisors, is split into 4 sections compete with thesaurus of phrases, CMP™ curriculum content material, and comparable info sources.
- For ALL scientific services and monetary practitioners
- For NEW scientific companies and fiscal practitioners
- For MID-CAREER clinical companies and fiscal practitioners
- For MATURE scientific services and fiscal practitioners
Using an interesting variety, the e-book is stuffed with authoritative advice and healthcare-centered discussions, supplying the instruments and strategies to create a customized financial statement utilizing expert recommendation. entire assurance comprises subject matters likes behavioral finance, glossy portfolio thought, the capital asset pricing version, and arbitrage pricing thought; in addition to insider insights on advertisement actual property; excessive frequency buying and selling structures and robo-advisors; the Patriot and Sarbanes–Oxley Acts; health center endowment fund administration, moral wills, giving, and legacy making plans; and divorce and different specified situations.
The result's a codified "must-have" publication, for all health and wellbeing contributors, and people looking suggestion from the starting to be cadre of economic specialists and authorized clinical Planners™ who search to "do good through doing good," meting out granular physician-centric monetary recommendation: Omnia professional medicus-clientis.
RAISING THE BAR
The knowledgeable voice of a brand new iteration of fiduciary advisors for healthcare
Read or Download Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™ PDF
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Extra info for Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™
Example text
C. Everett Koop, MD opined that although Americans have no constitutional right to healthcare, the perception of one is so strong that the country is likely to have a socialized system some time in the near future. With our national agenda dominated by terrorism, the threat of biological and chemical warfare, bioengineering and the ethical concerns of human cloning, electronic medical records, mobile health and ICD-10, technological advancements, para-professional practitioners, and health network hacking and cyberinsecurity, it is unlikely that significant governmental financial assistance to physicians will take place anytime soon.
D’Alessio earned his bachelor of business administration degree in accounting at Baruch College and currently is a Certified Public Accountant in New York. He is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA). He served on several New York State Society tax committees including PCAOB and HealthCare. Mr. D’Alessio presents at financial and medical associations throughout the region, and he authored a book chapter in the Financial Management Strategies for Hospitals and Healthcare Organizations for the Institute of Medical Business Advisors, Inc.
McIntosh was a professor of finance at Eckerd College from 1998 to 2008. He is the author of The Bear Market Survival Guide and The Sector Strategist. He is featured in publications such as The Wall Street Journal, New York Times, USA Today, Investment Advisor, Fortune, MD News, Tampa Doctor’s Life, and St. Petersburg Times. He has been recognized as a Five Star Wealth Manager in Texas Monthly magazine and continuously named as Medical Economics’ “Best Financial Advisors for Physicians” since 2004.