• October 2014Presentation

    Money Matters: 4th Quarter Tax Tips Webinar

    David B. Mandell, JD, MBA and Carole Foos


    On November 12, 2014, PSEN launched "4th Quarter Tax Tips" as the first in its new Money Matters series of webinars. This session identifed a number of opportunities that  exist to reduce taxes on income, including:  

    (1) tax-minimizing corporate structures for the practice and other related ancillaries;

    (2) how to reduce taxes using different types of qualified retirement plans, from 401(k)s to defined benefit plans to SEP-IRAs;

    (3) a review of non-qualified benefit planning –  including the use of non-qualified and fringe benefit plans to reduce taxes; and

    (4) captive insurance arrangements, which can be significantly tax–favored.

    If you are interested in hearing about ways to reduce your taxes, this is a must-view session. This webinar was presented by David B. Mandell, JD, MBA and Carole C. Foos, CPA of the OJM Group and lasted just over an hour. Purchasers can access the webinar recording via the Practice Management area of PSEN or view your My Courses area on PSEN (click the orange My PSEN button once logged in).

    David B. Mandell, JD, MBA is a principal of OJM Group, attorney, author, and renowned authority in the fields of risk management, asset protection and financial planning. He has co-authored more than ten books for physicians, including the Category I CME monograph Risk Management for the Practicing Physician, For Doctors Only: A Guide to Working Less & Building More and Wealth Protection Planning for Orthopaedic Surgeons and Sports Medicine Specialists.

    In addition, his articles have been published in more than 50 medical publications and he has addressed many of the nation’s leading medical conferences.

    David graduated with honors from Harvard University. His law degree is from the UCLA School of Law, where he was awarded the American Jurisprudence Award for achievement in legal ethics. While at UCLA, he also earned an MBA from the Anderson School of Management.

    Carole Foos is a Certified Public Accountant (CPA) and Director of Tax Planning at OJM Group. Carole graduated with a BSBA from Xavier University in Accounting and has more than 20 years of experience in public accounting in the field of taxation. She was formerly a manager in the tax department of a Big 4 firm and spent several years in public accounting.

    Over the course of her career, Carole has been a tax consultant to both individuals and businesses providing compliance and planning services. Carole is a co-author of For Doctors Only: A Guide to Working Less & Building More, and has written numerous articles and presented lectures and web seminars on tax planning and financial topics.

    *This webinar is not for credit.