You may read in the popular press a dizzying array of wealth “treatments,” including the debate on whether active or passive investing is the best tactic. We recommend turning the comparison on its head. Why are you investing to begin with? Once you’ve answered this question, the debate is already over. Passive investing is sensible investing, regardless of particular market conditions. Now let’s explain why.
Retirement Plans
Know Why You’re Investing Before You Begin, by Barry Oliver, CPA/PFS
Tuesday, March 6th, 2012Outsmart the IRS: Income Tax Changes for 2012-2013
Tuesday, March 6th, 2012Partner, Barry Oliver, CPA/PFS recently appeared in Medical Economics with an insightful article that helps doctors with their tax strategies. Click on the link below to read more:
Summer CE Opportunity in Hawaii Sponsored by ADCPA
Tuesday, February 28th, 2012Registration has been extended until March 15th for dentists interested in attending “The Business of Dentistry” continuing education course in Kauai, Hawaii. The course is being sponsored by the Academy of Dental CPAs and Dr. Charles Blair, and it runs from June 17-23 in Kalapaki Bay, Kauai. Check out the registration information and give us a call if you are interested in attending.
Federal Income Tax Landscape 2012 & 2013
Sunday, January 15th, 2012Wealth Extractions: Saving Early and Often Parts 1 & 2
Tuesday, February 22nd, 2011In his Wealth Extractions’ series in the online publication, Dentistry iQ, partner, J. Haden Werhan, CPA/PFS discusses the importance of saving early and often. The article’s insight comes in two parts. Click the links below to read more.
Dentistry iQ – Wealth Extractions: Taking Inventory of Your Investments
Tuesday, February 1st, 2011In his second in a series of articles published online in Dentistry iQ, partner, J. Haden Werhan, CPA/PFS, explores the importance of doctors taking inventory of their investments. Follow the link below to read more.
Getting From Here to There: The Problems of Under/Over Estimating Your Retirement Planning
Friday, January 21st, 2011Here’s the simple truth: You are where you are, and you have what you have. The question is: How do you get to where you want to be during retirement years? How do you know if, and when, you have enough? In a recent webinar for the ACCMA, partner, Barry Oliver, CPA/PFS, addressed these and other pertinent retirement questions. Mr. Oliver helped uncover the dangers and pitfalls to look out for when putting your retirement plan together by answering: How should you estimate returns before and after retirement? What should your spending look like during retirement? How long are you likely to live? What can you expect in terms of social security benefits? It’s never too late (or too early) to start planning and asking the important questions. Click the link below to hear the recorded webinar:
Dentistry IQ – Wealth Extractions: After the Earning is Over
Monday, January 10th, 2011In the first of a series of articles in the online journal, ”Dentistry IQ,” J. Haden Werhan, CPA/PFS and Partner at the firm shares insight about wealth management for dentists.
No Change to Wage Base for 2011
Monday, January 10th, 2011The Social Security Administration (SSA) declared that the taxable wage base for the Old-Age, Survivors, and Disability Insurance (OASDI, most of us know this as FICA or Social Security taxes) will remain at $106,800 for the 2011 tax year. The figure accompanied the SSA’s annual report concerning funding for the OASDI and Federal Disability Insurance (FDI) programs.
Delaying Social Security Benefits
Wednesday, August 11th, 2010It can be tempting to begin taking Social Security benefits the moment you are eligible. You’re ready to retire and have paid a lot into the Social Security system. But now that you’re finally eligible for benefits, you might be hearing your advisor and other experts say, “Not yet!” Why should you have to wait any longer?
