Jun 28, 2021
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Today I am talking to Nathan Kavlie, who's an attorney, a legal educator and an entrepreneur who has started a virtual estate planning practice with his partner Notesong whom we heard from last week. We're going to talk about probate and trust utilization and how those ideas...
Jun 21, 2021
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This is episode one of three pertaining to estate planning ideas for physicians. Today's episode covers the specific documents needed for a comprehensive estate plan.
Learn more: https://apmsuccess.com/103
Watch the video: https://apmsuccess.com/103v
Jun 14, 2021
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Today I'm speaking with healthcare and business attorney, Scott Weavil about considerations for either a new build, or buying into an established surgery center and things to think about for a physician who's going to be an equity owner for the first time.
Nothing that follows today...
Jun 7, 2021
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I'm really pleased to be joined today by Jim Giese. Jim is a CPA, a JD, and a healthcare tax expert with Wipfli. I've been having some really interesting conversations with Jim and his team, and it's awesome to have a group with deep tax expertise in healthcare.