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Case Study: Guardian Provides Free Talks and CME Materials for County Society

October 14, 2015

As an affiliate member of the American Association of Medical Society Executives (AAMSE), Guardian Publishing representatives have participated in the group’s Annual Conferences, where Guardian principal and author David Mandell, JD, MBA has introduced dozens of medical societies to the free educational materials that can be provided by Guardian to enhance membership value. A Senior

Financial Focus for Young Physicians: “First, Build Your Foundation”

By David B. Mandell, JD, MBA and H. Michael Lewellen, CFP® on February 15, 2015

As advisors to young physicians across the country, we are often asked the question: “What is the most important thing I should be doing financially in the first years of practice?” Our answer is simple: “You need to build a solid foundation” – yet, the application of this concept (Foundation) is different for each physician.

What’s New In Retirement Planning? Defined Benefit Plans Can Provide Larger Tax Deductions than 401(k)s/Profit-Sharing Plans

January 13, 2015

Defined Benefit Pension Plans as well as Cash Balance Plans are generating a lot of interest with law practices, both large and small. Law practices generally find that these retirement plans are a great way to increase retirement savings and reduce taxes at the same time. As an additional benefit, the plans provide a level

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