Comprehensive Financial Planning Strategies for Doctors and Advisors
eBook - PDF

Comprehensive Financial Planning Strategies for Doctors and Advisors

Best Practices from Leading Consultants and Certified Medical Planners

  1. 744 pages
  2. English
  3. PDF
  4. Available on iOS & Android
eBook - PDF

Comprehensive Financial Planning Strategies for Doctors and Advisors

Best Practices from Leading Consultants and Certified Medical Planners

About this book

Drawing on the expertise of multi-degreed doctors, and multi-certified financial advisors, Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners will shape the industry landscape for the next generation as the current ecosystem strives to keep pace.Traditional g

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Yes, you can access Comprehensive Financial Planning Strategies for Doctors and Advisors by David Edward Marcinko, Hope Rachel Hetico in PDF and/or ePUB format, as well as other popular books in Business & Finance. We have over one million books available in our catalogue for you to explore.

Information

Year
2014
Print ISBN
9781482240283
eBook ISBN
9781482240290
Edition
1
Subtopic
Finance

Table of contents

  1. Front Cover
  2. Testimonials
  3. Exordium
  4. Target Market and Ideal Readers
  5. Contents
  6. Editorial
  7. About the Book Cover
  8. Foreword
  9. Preface
  10. Introduction for Condensed Reading and Review
  11. About the Institute of Medical Business Advisors, Inc.
  12. Notices
  13. Acknowledgments
  14. Contributors
  15. Chapter 1: Unifying the Physiologic and Psychologic Financial Planning Divide : Holistic Life Planning, Behavioral Economics, Trading Addiction, and the Art of Money
  16. Chapter 2: Physician Recruitment and Reimbursement Models of the Future : Migrating from Quantity of Care … to Outcomes from Care
  17. Chapter 3: Debt and Salary Review for Medical Professionals : Considerations for the Next Generation of Providers
  18. Chapter 4: Hospital Fringe Benefits Plans and Stock Options : Understanding Employer and Employee Perspectives
  19. Chapter 5: Basic Concepts of Personal Financial Planning : Revising Economic Principles for the New Normal
  20. Chapter 6: Rudimentary Financial Accounting Statement Analysis : Understanding Cash Flow Management and Financial Ratio Analysis
  21. Chapter 7: Establishing a Solid Foundation of Insurance Planning : The Bedrock of Life and Medical Practice
  22. Chapter 8: Modern Risk-Management Issues for Physicians : It’s Not Just about Medical Malpractice Liability Insurance Anymore!
  23. Chapter 9: Personal Financial Accounting and Income Taxation : The Ethical Pursuit of Tax Reduction and Avoidance
  24. Chapter 10: Basic Medical Office Tax Reduction Strategies : Executing Innovative Techniques
  25. Chapter 11: Introduction to Major Investment Vehicles and Concepts : A Primer on Securities with Risk and Return Analysis
  26. Chapter 12: Asset Protection and Planning Principles : What Is at Risk—How to Protect It
  27. Chapter 13: Investment Banking, Securities Markets, and Margin Accounts : Fundamental Trading and Operational Principles
  28. Chapter 14: Hedge Funds : Wall Street Personified
  29. Chapter 15: Market Neutral Funds : Demystifying the Strategy
  30. Chapter 16: Real Estate Investing : Diversification beyond Paper Assets
  31. Chapter 17: Medical Practice as a New Asset Class? : Valuing the Quintessential Alternative Financial Investment
  32. Chapter 18: Retirement Planning Practices : Transitioning to the End of Your Medical Career
  33. Chapter 19: Professional Portfolio Construction : Investing Assets and Their Management
  34. Chapter 20: Investment Policy Statement Construction : The Essential Document for Physician Investors and Healthcare Organizations
  35. Chapter 21: Special Situations Planning : Nontraditional Financial Planning Topics
  36. Chapter 22: Sales Contracting for Medical Practice Succession Planning : Reviewing Terms, Conditions, and Selling Agreements
  37. Chapter 23: Techniques of Estate Planning : Avoiding End-of-Life Government Confiscation
  38. Chapter 24: Selecting a Health Care Focused Financial Advisory Team : Providing Physician Centric—Not Advisor Centric—Holistic Financial Planning
  39. Epilogue
  40. Appendix 1: Certified Medical Plannerā„¢ Chartered Professional Designation and Certification Program Descriptor and Curriculum: Enter the Informed Voice of a New Generation of Fiduciary Advisors for Health Care
  41. Appendix 2: Sample Transformational Physician Financial Life Style Plans: Did They Stand the Test of Time Since Creation in 2000?—You Decide
  42. Appendix 3: Financial Investing and Economics Terminology: Glossary of Important Definitions
  43. Appendix 4: Sources of Medical Practice Management and Health Care Financial Planning and Consulting Information: Granular Data with Deep Subject Matter Statistics Required
  44. Back Cover