- Buy or Sell a Practice
- Life Planning
- Policy Changes
- Policy Changes
- Policy Changes
Increase your practice’s pre-sale value to future buyers
Selling one’s optometry practice is the culmination of an incredible amount of work throughout one’s career. The value of an…
20/20 Money Episode #158 – The benefits of sharing your practice financials with your spouse
How well does your spouse or significant other understand the cash flow of your practice? How consistent are you in…
What optometry practice owners need to know about HHS round 4 funding
Optometric practice owners may find themselves being able to benefit from additional funding that has been allocated through the continued…
The only thing constant with the student loan industry? Change.
Less than two weeks after FedLoans (the federal direct loan servicing arm of the Pennsylvania Higher Education Assistance Authority) announced that it…
Integrated Planning’s founder Adam Cmejla, CFP® named to InvestmentNews’ 2021 40 Under 40 List
InvestmentNews has recognized Adam Cmejla, CFP® as a 2021 40 Under 40 Honoree. Adam was chosen from a pool of…
20/20 Money Episode # 124 – Building your leadership team: how to remove yourself from day-to-day decision making in your office
On this episode of 20/20 Money! My guest on today’s show is Dr. Steve Vargo. Steve joins me on the…
COVID-19 Stimulus bill and how it affects optometrists and private practice owners
(Updated 12/28/2020 as of 4:18pm ET) Quite literally at the 11th hour on December 21, 2020, Congress passed the Consolidated…
An update on Paycheck Protection Program (PPP) forgiveness, EIDL grants, and student loan forbearance
The planning theme of 2020 continues to ring true: the only thing that is seemingly staying constant is that things…
Two high profile (and high risk) tax strategies for optometrists
Saving money on taxes is the goal of pretty much every optometrist. It’d be fair to say I could replace…
