Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™

Content: Unifying the physiologic and psychologic financial planning divide / Bradley Klontz, Ted Klontz, Eugene Schmuckler, Kenneth Shubin-Stein, and David Edward Marcinko --
Physician recruitment and reimbursement models of the future / Hope Rachel Hetico and Brian J. Knabe --
Debt and salary review for medical professionals / Hope Rachel Hetico and Brian J. Knabe --
Hospital fringe benefit plans and stock options / David Edward Marcinko and Perry D'Alessio --
Basic concepts of personal financial planning / David Edward Marcinko and Hope Rachel Hetico --
Rudimentary financial accounting statement analysis / Gary L. Bode and David Edward Marcinko --
Establishing a solid foundation of insurance planning / Thomas A. Muldowney, Gary A. Cook, and David Edward Marcinko --
Modern risk-management issues for physicians / Charles F. Fenton III and David Edward Marcinko --
Personal financial accounting and income taxation / Perry D'Alessio --
Basic medical office tax reduction strategies / Perry D'Alessio --
Introducton to major investment vehicles and concepts / Timothy J. McIntoch, Jeffery S. Coons, and David Edward Marcinko --
Asset protection and planning principles / J. Christopher Miller --
Investment banking, securities markets, and margin accounts / David Edward Marcinko and Timothy J. McIntosh --
Hedge funds / Michael J. Barry --
Market neutral funds / Dimitree Sogoloff --
Real estate investing / Dennis Bethel --
Medical practice as a new asset class / David Edward Marcinko --
Retirement planning practices / Shikha Mittra and Alexander M. Kimura --
Professional portfolio construction / Timothy J. McIntoch, Jeffery S. Coons, and David Edward Marcinko --
Investment policy statement construction / David Edward Marcinko --
Special situations planning / Anju D. Jessani and David Edward Marcinko --
Sales contracting for medical practice succession planning / Charles F. Fenton III --
Techniques of estate planning / Lawrence E. Howes and Stephen P. Weatherby --
Selecting a healthcare focused financial advisory team / David Edward Marcinko and Hope Rachel Hetico