The White Coat Investor


Book Description

Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!




Leaving the Safe Harbor


Book Description

A couple from middle-class America get married and pursue the American Dream. When they become boxed in by life, they decide to revisit the dreams of youth, leave the safety of suburbia to live aboard a sailboat with their five children.




Safe Harbor


Book Description

She thought she’d found Mr. Right—until it all went murderously wrong—in this true-crime tale with “all the elements of a grand tragedy” (Library Journal). Elizabeth Lochtefeld was a glowing, charismatic, and driven businesswoman who’d built a small fortune in Manhattan before settling into a new life in one of America’s most elite resort communities. In her mid-forties, she planned to dedicate the rest of her life to charity—and to marry and finally start a family of her own. When Lochtefeld met thirty-seven-year-old Tim Toolan—a tall, handsome Columbia graduate and Wall Street ace who’d achieved a VP position at Smith Barney—she thought she’d found Mr. Right. She told friends she was in love. She hinted at marriage. But soon she saw past the golden-boy facade, finding a deeply troubled man with a history of erratic behavior—a man given to violent mood swings who’d been fired from his job after trying to steal an $80,000 Roman bust from a Park Avenue antiques show. And two days after she ended the affair, she lay dead on the floor of her Nantucket cottage . . . “Poignant [and] truly chilling.” —Kirkus Reviews Includes photos




No Safe Harbor


Book Description

Stories of massive data breaches litter the 24-hour newsday headlines. Hackers and cybercrime syndicates are hitting a who's who of banks, retailers, law firms, and healthcare organizations: companies with sophisticated security systems designed to stop crime before it starts. They're also hitting companies that thought they were too small to matter. So how do cybercriminals continue to breach the defenses of the big companies--and why do they go after the small ones? And, most importantly, how can companies of all sizes protect themselves? Cybersecurity expert Mark Sangster deftly weaves together real-life cases in a thrilling narrative that illustrates the human complexities behind the scenes that can lead to companies throwing their digital front doors open to criminals. Within a security context, deep social engineering is the newest and biggest means of breaching our systems. Sangster shows readers that cybersecurity is not an IT problem to solve--it is a business risk to manage. Organizations need to shift the security discussion away from technology gates alone toward a focus on leadership, team behaviors, and mutual support. Sangster punctuates his eye-opening narratives with sets of questions businesspeople at all levels need to ask themselves, facts they need to know, and principles they need to follow to keep their companies secure.




Every Airbnb Host's Tax Guide


Book Description

All 2.9 million Airbnb hosts in the United State can profit from this book. The first, and still only, one of its kind, it tells hosts everything they need to know about taxes for short-term rentals, including deductions they may take, depreciation, when short-term rentals are tax-free, repairs, and tax reporting for short-term rentals. The new edition covers all the latest tax changes brought about by the Coronavirus legislation passed by Congress. These include new tax breaks that can save hosts thousands in taxes: tax credits for sick leave and family leave for self-employed hosts, employee retention credit, and tax-free treatment of landlord PPP loans Many Airbnb hosts have lost money due to the Coronavirus pandemic. This book explain if, when, and how short-term rental hosts may deduct their losses from other nonrental income.




Home Mortgages


Book Description

H.R. 3915 (2007), a bill introduced, but not enacted by the 110th Congress, was intended to reform mortgage lending practices to prevent a recurrence of problems in the mortgage market, particularly in the nonprime market segment. The bill would have set minimum standards for all mortgages (e.g., reasonable ability to repay) and created a "safe harbor" for loans that met certain requirements. This report discusses: (1) the proportions of recent nonprime loans that likely would have met and not met the bill's safe harbor requirements and factors influencing the performance of these loans; and (2) relevant research and the views of mortgage industry stakeholders concerning the potential impact of key provisions of the bill on the availability of mortgage credit.




Cut Your Client's Tax Bill


Book Description

Many clients and businesses are highly focused on the impact of taxes and tax rates on their bottom line. President Trump and Congress's passage of the Tax Cuts and Jobs Act brought unhappy surprises to many taxpayers accustomed to getting tax refunds. Make sure your clients are protecting themselves from higher taxes. Completely updated for tax law changes and Tax Court decisions, this book will bring you up to date on the latest strategies that will preserve your clients' wealth and ensure your role as a trusted adviser to your clients. Get the latest techniques for building and conserving wealth through proactive tax-planning and investment strategies. Key topics covered include; Sales of capital gain assets and real property Planning for employer stock options, employer stock held in retirement accounts, and restricted stock Maximizing tax benefits for personal residence transactions Tax-planning opportunities with vacation homes, timeshares, and co-ownership arrangements Planning for divorce Tax-saving tips for self-employed clients Tax-smart college financing strategies




Safe Harbour


Book Description

Struggling with a terrible accident that devastated her family, young Pip meets artist Matt Bowles, whose friendship helps Pip and her mother heal, until an unresolved issue from Matt's past compromises their progress.




Home Business Tax Deductions


Book Description

Home business owners are entitled to many tax deductions and credits that can save them money. This book explains everything home business owners need to know to make sure they’re taking all the deductions and credits available to them under the law, including those available under COVID relief legislation.




Simplifying the Home Buying Process


Book Description