BOI Reporting Deadline: A Reminder for Physicians with an LLC
There is a new federal reporting requirement from FinCEN (the Financial Crimes Enforcement Network) that may apply to you if you own or control a private practice or other business (including having an LLC or PLLC that you use for 1099 work, locums, to hold a rental property, etc). This requirement, called Beneficial Ownership Information […]
Demystifying Tax Brackets: A Guide for Physicians
Navigating the intricacies of tax brackets can be challenging, especially for high-income physicians. In this blog post, we’ll demystify how tax brackets work, provide insights into tax planning strategies, and discuss common pitfalls physicians face when managing their taxes. Our goal is to equip you with the knowledge to make informed decisions, minimize tax liabilities, […]
Important Updates for Public Student Loan Forgiveness and Mohela Federal Student Aid Transition
There have been some important changes over the past few weeks regarding Public Student Loan Forgiveness (PSLF), and the advisors at Vestia here to help you navigate them smoothly! As many of you know, your loans have been in administrative forbearance since June while transitioning from Mohela to Mohela.StudentAid, and you should have received an […]
Cybersecurity for Physicians: Safeguarding Your Finances from Rising Threats
In today’s digital age, cybersecurity is no longer a concern solely for tech experts—it’s a critical issue for everyone. As financial advisors working closely with physicians, we’ve witnessed a concerning rise in fraudulent activities targeting healthcare professionals. Cybercriminals are becoming more sophisticated, exploiting vulnerabilities and aiming to compromise sensitive personal and financial information. Understanding the […]
Financial Pain Points for Orthopedic Surgeons – Tampa 2024
IEP FELLOWS AND YOUNG SURGEONS COURSE Kameron Helmuth, CFP®, CHFC®, & Brad Quick, CEPA® Abstract: Recently, some published literature has highlighted the lack of general financial training and resource for among attending surgeons1,2 , while at the same time other studies have highlighted the tie between burnout and financial stress3. The purpose of this study […]
Happy Doctor’s Day to Our Superheroes in Lab Coats and Scrubs!
This Saturday, March 30, 2024, is a special day to our team at Vestia Personal Wealth Advisors – a day wholly dedicated to celebrating the doctors that make what we do possible! In our eyes – doctors are superheroes. We see your selfless efforts – your time away from family, your nights and weekends spent treating injury and sickness that don’t adhere to a convenient schedule. We watch in awe as you sustain focus and fight for the good of your patients. We are so grateful for your efforts not just on Doctor’s Day, but every day.
Financial Pain Points for Orthopedic Surgeons – Charlotte 2024
BUILDING A SUCCESSFUL PRACTICE Kameron Helmuth, CFP©, CHFC©, Brad Quick, CEPA© Abstract: Recently, some published literature has highlighted the lack of general financial training and resource for among attending surgeons[1]1,2 , while at the same time other studies have highlighted the tie between burnout and financial stress3. The purpose of this study is to investigate the most […]
Financial Advisor Jacquelyn Denson, CFP® has been Promoted to Partner
We are extremely honored to announce Jacquelyn Denson, CFP® as our newest Partner at Vestia Personal Wealth Advisors! Jacque has been with Vestia since our founding in 2018 and has made a remarkable contribution to growing our firm to where it is today.
