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Legal Matters
By Jason M. O’Dell, Stan Miller, and David B. Mandell, JD, MBA
In these uncertain times, be careful not to leave your assets vulnerable to malpractice judgments.

JAN/FEB 2009  Get Your Own Bailout
By Carol C. Foos, CPA and David B Mandell, JD, MBA
The federal government won’t pay you just for the asking, but you can recover investment losses with a variety of tax benefits.

NOV/DEC 2008  The ABCs of CICs [Captive Insurance Companies]
By David Mandell, JD, MBA  and Claudio A. DeVellis, JD, CPA
For the right type of practice, with proper set-up and maintenance, our case study shows that captive insurance companies can be a vital part of doctors' financial plans.

By David B. Mandell, JD, MBA  and Jason M O’Dell, CWM
The most effective ways to minimize financial risks over the long term may be surprising.

JUL/AUG 2008  Administrative Duties
By Bruce D. Armon
Taking on the business side of a practice can net you invaluable experience, but preparation for the role is key.

MAY/JUN 2008  Tax Saving Ideas
By David Mandell, JD, MBA and Jason M O’Dell, CWN
Most physicians get few tax planning ideas from their financial advisers. Plan now and save next April 15th.

By David Mandell, JD, MBA and Jason M O’Dell, CWN
You may be counting on the sale of your medical practice to fund your retirement.  But reaping big returns from that sale takes planning up front.  

JAN/FEB 2008  New Year's Resolutions
By Bruce D. Armon
You've promised to lose weight, get in shape, and review your finances, but professional resolutions are perhaps more urgent and more rewarding.

By David Mandell, JD, MBA and By Jason M O’Dell
Three reasons to avoid general partnerships when you set up a practice.

SEP/OCT 2007  Money for Nothing (pdf)
By Bruce D. Armon
Sign-on bonuses and moving expenses may seem like easy money, but beware of the tax consequences and contractual obligations created by these and other benefits.

JUL/AUG 2007  Asset Protection (pdf)
By David Mandell and Beryl N. Stokes, III, CPA
There are a variety of ways to protect your valuable assets from potential lawsuits. Find out if these fit your needs.

MAR/APR 2007  E-Possibilities (pdf)
By Bruce D. Armon
An electronic health record system may have just come within your reach. The federal government has issued guidelines and safe harbors for donating and receiving these systems.

JAN/FEB 2007  A Practice of Your Own (pdf)
By Bruce D. Armon
When you get the chance to acquire your own practice, be ready to take these steps to ensure a smooth transition and successful ownership.

SEP/OCT 2006  Flawed Advice 
By David Mandell
Many physicians are not getting the advice they should from their professional advisers. See if you’re among them and how to remedy the problem.

MAY/JUN 2006  The Enforcer (pdf)
By Bruce D. Armon
Yes, you have yet another HIPAA rule to master. This one dictates procedures and penalties when the other rules are broken.

NOV/DEC 2005  Basking in the Moonlight (pdf)
By Bruce D. Armon & Joshua Coren, DO
Making a little extra cash through moonlighting is a great way to fund holiday expenses. Be sure to check your contract and insurance provisions first.

SEP/OCT 2005  Business Savvy Reading List (pdf)
By Bruce D. Armon
Stay current on trends and build your business and legal understanding through regular reading of key resources.

JUL/AUG 2005  New Retirement Territory 
By H. Ryan Coker and David Mandell
Could there be retirement options you don’t know about? Explore the advantages of non-qualified and non-traditional benefit plans.

MAY/JUN 2005  The Simple Answer 
By H. Ryan Coker and David Mandell
For asset protection and tax-free growth, investors may need to look no further than your basic investments of life insurance and annuities.

MAR/APR 2005  They Can’t Enforce That...Can They?”  (pdf)
By Bruce D. Armon & Christopher Stief
When conflict arises over a non-competition covenant, resolution can be achieved through several means.

JAN/FEB 2005  A Clause for Concern  (pdf)
By Bruce D. Armon & Christopher Stief
As you evaluate an employment contract, examine the details of any non-competition covenant contained therein. Those details may men the difference between a contract you can live with and one that needs to change.

SEP/OCT 2004  Security Rule Savvy   
By Bruce D. Armon
The last of the three major HIPAA regulations is nearing enactment. Know what you must do to ensure the confidentiality, integrity, and availability of protected health information.

JUL/AUG 2004  All in the Family   
By Christopher Jarvis and David Mandell
The family limited partnership is one tool every physician must have to protect assets, save on taxes, and establish a quality estate plan.

MAY/JUN 2004  Joined at the HIP(AA)   
By Bruce D. Armon & Julia Maltzman, MD
In honor of the first anniversary of the HIPAA Privacy Rule, it’s time to remember the key elements of compliance. Plus, physicians share stories about how the Privacy Rule affects their practices.

MAR/APR 2004  Housewarming Gifts (pdf)  
By Bruce D. Armon
Salary guarantees, relocation expenses, and signing bonuses are nice perks when you’re starting a new position, but be sure you follow the rules.

JAN/FEB 2004  A Matter of Life and Death (pdf)  
By John Allevato
Life insurance is one of the most significant assets you will ever own. Here’s what you need to know about how much to buy and choosing and purchasing these policies.

SEP/OCT 2003  Going to the Big Show (pdf)  
By Bruce D. Armon
Use your last year of residency to train for a major league medical career. Scout your leads, prepare your resume, and you’ll hit a home run in your first position.

JUL/AUG 2003  Receivables at Risk (pdf)  
By David Mandell  and Christopher Jarvis
What can you do to protect your accounts receivable from a lawsuit? It’s not as easy as some advisers would have you believe, but it can be done.

MAY/JUN 2003  Name That Term (pdf)  
By Bruce D. Armon
Hitting the right note with the termination provisions of your employment contract can mean a world of difference in the tone of your tenure in a practice.

JAN/FEB 2003  Inventive Gifts (pdf)  
By Bruce D. Armon
So, you have a great idea for a medical device and want to manufacture and sell it for the benefit of all the world...and hopefully yourself as well. It’s time to shift from inventor to entrepreneur.

NOV/DEC 2002  A Trust May be in Your Future  (pdf)  
By John Allevato
Any parent with children and a moderate amount of wealth will have, or should have, a trust document. It’s an ideal way to secure your family’s future resources in case of your death, and may be used to save on estate taxes.

SEP/OCT 2002  Preparing for HIPAA (pdf)  
By Bruce D. Armon
Electronic transactions and patient privacy rules are set to take effect in October and April. Be sure you’re ready for them.

JUL/AUG 2002  The Changing Future (pdf)
By John Allevato
Estate planning is not a one-time event. Changes in your life and the legal environment mean you need to regularly reevaluate your financial planning.

MAY/JUN 2002  Buying In and Buying Out (pdf)  
By John Allevato
If you want to be an owner of a medical practice, the first thing to consider is to consider it first. Set up your path to ownership when you first enter into an employment contract.

MAR/APR 2002  Captive Insurance (pdf)  
By David Mandell  and Christopher Jarvis
The tax benefits, individual control, and enhanced liability protection offered by these offshore entities may make them worthwhile investments for individual physicians or groups.

JAN/FEB 2002  Asset Protection (pdf)
By David Mandell  and Bruce Garrison
Shield your practice and savings from lawsuits with defensive financial planning.

NOV/DEC 2001  The Ins & Outs of Retirement Plans (pdf)  
By John Allevato
Part II of II. When your number is up to withdraw from your retirement plan, it’s best to go ahead and take it. And be sure you have named the appropriate beneficiaries to those accounts.

SEP/OCT 2001  The Ins & Outs of Retirement Plans (pdf)  
By John Allevato
Part I of II. Various retirement accounts offer different kinds of benefits, and your employment situation determines which ones are appropriate for you.

JUL/AUG 2001  The New Tax Bill (pdf)  
By John Allevato
Pay attention:  This time you’re actually going to get a break or two. Here are ten tax changes that will help you keep more of your earnings.

MAR/APR 2001  The Magic Number 529 (pdf)  
By John Allevato
College saving is a big concern for many parents, and Section 529 plans provide tax and estate benefits for parents saving for children’s education.

JAN/FEB 2001  Nibbling the Bait (pdf)  
By John Allevato
Consider all the aspects of recruitment incentives before deciding which are the most valuable.
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Unique Opportunities
The Physicians Resource 
Call 1-800-888-2047
UO magazine
is published by
UO Inc. © 2009    


Career Development Articles + Physician Practice Opportunities
Unique Opportunities
The Physicians Resource 

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Call 1-800-888-2047
UO magazine
is published by
UO Inc. © 2009    


Career Development Articles + Physician Practice Opportunities