E-books and Whitepapers

This Stream includes all of our E-books and Whitepapers Flipbooks

  • Tax tips for retired physicians

    Tax tips for retired physicians

    The guide can help you understand what tax credits, expenses and deductions may be available to you, the government benefit programs you may be eligible for, and much more.

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  • Tax tips for practising physicians

    Tax tips for practising physicians

    The guide can help you understand what tax credits, expenses and deductions may be available to you, the government benefit programs you may be eligible for, and much more.

    Read Flipbook
  • Tax tips for medical students, residents and medical fellows

    Tax tips for medical students, residents and medical fellows

    Learn which tax credits and deductions may be available to you as a medical student, medical resident or medical fellow.

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  • MD Physician Financial Literacy Study

    MD Physician Financial Literacy Study

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  • Pre-retirement goal-setting

    Pre-retirement goal-setting

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  • MD Physician Retirement Readiness Study

    MD Physician Retirement Readiness Study

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  • Understanding robo-advisors

    Understanding robo-advisors

    If you’re interested in an easy-to-use, digital and low-cost way to choose and manage your investments, this guide is for you.

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  • Global private real estate investing primer

    Global private real estate investing primer

    Global private real estate investing primer

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  • Estate planning for incorporated physicians

    Estate planning for incorporated physicians

    This guide gives you an overview of estate planning and explains how you can minimize taxes at death.

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  • Optimizing your finances as an incorporated physician

    Optimizing your finances as an incorporated physician

    This incorporation guide for practicing physicians explains how you can integrate your corporate account into your overall financial plan and effectively manage your assets.

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  • Retiring as an incorporated physician

    Retiring as an incorporated physician

    Approaching retirement with substantial assets in your corporate account? Learn why it’s important to create a tax-efficient income stream from your investments and what to do with your corporation.

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  • Introduction to medical practice incorporation

    Introduction to medical practice incorporation

    Many businesses incorporate to take advantage of certain benefits, but there's more to think about when incorporating a medical practice.

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