Carole Foos's guest appearances

Carole Foos

OJM Group

Growing Dermatologist Podcast Show

Wealth Planning for the Modern Physician

Andrew Taylor

Naren Arulrajah

David Mandell

Robert Cialdini

Melanie Watkins

Richard Rierson

David Goldberg

Jim Dahle

David Straker

Jeffrey Gold

Jeff Richmond

Steve Hamilton

Jonathan Kaplan

Jason Emer

Jeannette Graf

OwlTail

This episode focuses on the timely topic of the Employee Retention Tax Credit (ERC), which many medical practices may be able to take advantage of for significant tax savings. From its origins in the CARES Act in 2020 and the rules that related to it around the PPP loans and more, to the changes recently enacted by Congress as a part of the Consolidated Appropriations Act of 2021 (CAA). In conclusion, Carole explains what medical practices should be doing now to see if they are eligible for the ERC. You can find show notes and more information by visiting www.physicianswealthpodcast.com. 

This episode focuses on the timely topic of the Employee Retention Tax Credit (ERC), which many medical practices may be able to take advantage of for significant tax savings. From its origins in the CARES Act in 2020 and the rules that related to it around the PPP loans and more, to the changes recently enacted by Congress as a part of the Consolidated Appropriations Act of 2021 (CAA). In conclusion, Carole explains what medical practices should be doing now to see if they are eligible for the ERC. You can find show notes and more information by visiting <a href="http://www.physicianswealthpodcast.com" rel="nofollow" target="_blank">www.physicianswealthpodcast.com</a>.

Tax Planning: The Employee Retention Credit Featuring Carole Foos, CPA

As the new year begins and the Biden administration takes office, this episode focuses on the timely topic of 2021 tax planning. David opens with an overview of two tax-related topics: (1) the improvement of the tax-favored asset class of permanent life insurance by a federal law passed at the end of 2020; and (2) the tactic of timely tax loss/gain harvesting – which should be implemented throughout the year, not just in the fourth quarter. You can find show notes and more information by visiting www.physicianswealthpodcast.com. 

As the new year begins and the Biden administration takes office, this episode focuses on the timely topic of 2021 tax planning. David opens with an overview of two tax-related topics: (1) the improvement of the tax-favored asset class of permanent life insurance by a federal law passed at the end of 2020; and (2) the tactic of timely tax loss/gain harvesting – which should be implemented throughout the year, not just in the fourth quarter. You can find show notes and more information by visiting <a href="http://www.physicianswealthpodcast.com/" rel="nofollow" target="_blank">www.physicianswealthpodcast.com</a>.

10 | 2021 Tax Planning with Carole Foos, CPA

Key Points:  David Mandell &amp; Carole Foos, Partners at OJM Group, in conversation with Ekwa Marketing CEO, Naren Arulrajah Introduction Background Changes you will see The impact for practice owners QBI deduction Planning Opportunity Accounts: Retirement vs traditional Mobile friendly website Google Final thoughts  Contact: David Mandell: David@ojmgroup.com Carole Foos: carole@ojmgroup.com Website: www.ojmgroup.com Podcasts: www.ojmgroup.com/education/podcasts/  Naren’s Email: Naren@ekwa.com Website: www.ekwa.com  Special Offers: Send a text to 555-888 and enter: DERMPOD Free consultation: Go to www.ojmgroup.com to schedule a free consultation  Mobile review- www.ekwa.com/contact-us.html mention this podcast and that you would like a free comprehensive mobile review in the message box. Free Comprehensive Marketing Strategy- www.ekwa.com/contact-us.html mention this podcast and that you would like a free comprehensive marketing strategy.

Key Points: <ul> <li>David Mandell &amp; Carole Foos, Partners at OJM Group, in conversation with Ekwa Marketing CEO, Naren Arulrajah</li> <li>Introduction</li> <li>Background</li> <li>Changes you will see</li> <li>The impact for practice owners</li> <li>QBI deduction</li> <li>Planning Opportunity</li> <li>Accounts: Retirement vs traditional</li> <li>Mobile friendly website</li> <li>Google</li> <li>Final thoughts</li> </ul> Contact: David Mandell: <a href="mailto:David@ojmgroup.com" rel="noopener">David@ojmgroup.com</a> Carole Foos: <a href="mailto:carole@ojmgroup.com" rel="noopener">carole@ojmgroup.com</a> Website: <a href="https://www.ojmgroup.com/" rel="noopener nofollow" target="_blank">www.ojmgroup.com</a> Podcasts: <a href="https://www.ojmgroup.com/education/podcasts/" rel="noopener nofollow" target="_blank">www.ojmgroup.com/education/podcasts/</a> Naren’s Email: <a href="mailto:Naren@ekwa.com" rel="noopener">Naren@ekwa.com</a> Website: <a href="https://www.ekwa.com/" rel="noopener nofollow" target="_blank">www.ekwa.com</a> Special Offers: Send a text to 555-888 and enter: DERMPOD Free consultation: Go to <a href="https://www.ojmgroup.com/" rel="noopener nofollow" target="_blank">www.ojmgroup.com</a> to schedule a free consultation Mobile review- <a href="https://www.ekwa.com/contact-us.html" rel="noopener nofollow" target="_blank">www.ekwa.com/contact-us.html</a> mention this podcast and that you would like a free comprehensive mobile review in the message box. Free Comprehensive Marketing Strategy- <a href="https://www.ekwa.com/contact-us.html" rel="noopener nofollow" target="_blank">www.ekwa.com/contact-us.html</a> mention this podcast and that you would like a free comprehensive marketing strategy.

Tax planning and current marketing trends featuring Carole Foos & Naren Arulrajah

BusinessWise Radio is hosted by MCM Partners Crystal Faulkner and Thomas Cooney. The show profiles highly successful people, companies, organizations and relevant issues throughout the Cincinnati, OH region. BusinessWise airs on: WMKV | WLHS-FM 89.3 &amp; 89.9; Mon – Fri at 7:30 am &amp; 6:40 pm

OJM's Services, Featuring OJM Group’s Carole Foos

Diversified Investing And Taxes, Featuring OJM Group’s Carole Foos

Investing Philosophy, Featuring OJM Group’s Carole Foos

Managing Investors Expectations, Featuring OJM Group’s Carole Foos