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Join attorney, wealth manager, and well-known author David Mandell, JD, MBA for Wealth Planning for the Modern Physician, a podcast dedicated to improving a physician’s financial bottom line. The podcast focuses on the wealth planning concerns faced by today’s doctor, with the goal of helping physicians make better financial decisions.

David talks with doctors from every specialty and stage of career about their real-world lessons in financial matters, and interviews industry experts in all areas of wealth management. Look for new episodes every other Thursday. Subscribe and listen today!

 
 

Sep 2, 2021

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