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Is Your Wealth Plan Built for Flexibility? (Part 1)

This guest column was provided to The Progressive Physician by David B. Mandell, JD, MBA and Jason M. O’Dell, MS, CWM.

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What’s New in Retirement Planning?

Special to The Progressive Physician: Defined Benefit Plans Can Provide Larger Tax Deductions than 401(k)s/Profit-Sharing Plans Read more...

Estate Planning Errors that Could Cost Your Family Millions

This guest column was written by Jason O’Dell, MS, CWM.

In our practices as consultants to physicians, we see significant estate planning mistakes made by doctors and their families (including their parents) every day. Read more...

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