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    Dr. Marcinko is originally from Loyola University MD, Temple University in Philadelphia and the Milton S. Hershey Medical Center in PA; as well as Oglethorpe University and Emory University in Georgia, the Atlanta Hospital & Medical Center; Kellogg-Keller Graduate School of Business and Management in Chicago, and the Aachen City University Hospital, Koln-Germany. He became one of the most innovative global thought leaders in medical business entrepreneurship today by leveraging and adding value with strategies to grow revenues and EBITDA while reducing non-essential expenditures and improving dated operational in-efficiencies.

    Professor David Marcinko was a board certified surgical fellow, hospital medical staff President, public and population health advocate, and Chief Executive & Education Officer with more than 425 published papers; 5,150 op-ed pieces and over 135+ domestic / international presentations to his credit; including the top ten [10] biggest drug, DME and pharmaceutical companies and financial services firms in the nation. He is also a best-selling Amazon author with 30 published academic text books in four languages [National Institute of Health, Library of Congress and Library of Medicine].

    Dr. David E. Marcinko is past Editor-in-Chief of the prestigious “Journal of Health Care Finance”, and a former Certified Financial Planner® who was named “Health Economist of the Year” in 2010. He is a Federal and State court approved expert witness featured in hundreds of peer reviewed medical, business, economics trade journals and publications [AMA, ADA, APMA, AAOS, Physicians Practice, Investment Advisor, Physician’s Money Digest and MD News] etc.

    Later, Dr. Marcinko was a vital recruited BOD member of several innovative companies like Physicians Nexus, First Global Financial Advisors and the Physician Services Group Inc; as well as mentor and coach for Deloitte-Touche and other start-up firms in Silicon Valley, CA.

    As a state licensed life, P&C and health insurance agent; and dual SEC registered investment advisor and representative, Marcinko was Founding Dean of the fiduciary and niche focused CERTIFIED MEDICAL PLANNER® chartered professional designation education program; as well as Chief Editor of the three print format HEALTH DICTIONARY SERIES® and online Wiki Project.

    Dr. David E. Marcinko’s professional memberships included: ASHE, AHIMA, ACHE, ACME, ACPE, MGMA, FMMA, FPA and HIMSS. He was a MSFT Beta tester, Google Scholar, “H” Index favorite and one of LinkedIn’s “Top Cited Voices”.

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The Medical Executive-Post is written by contributors that represent a range of professional expertise.  From PhDs, MDs, DDSs, FAs, CPAs, MBAs, CFPs and CMPs, RNs etc; becasue managing a medical practice, clinic or healthcare business, and tracking one’s personal financial career is a complex and difficult task.

So, we have asked physicians, practice managers, CXOs and financial services industry participants and leaders to provide advice, experience and insight.

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Of Human and Digital Viruses

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The Greatest Miscreants of All Time

“If you think you are too small to make a difference, try sleeping with a mosquito.”Dalai Lama XIV

Viruses are inevitably small in nature, yet engineered to unleash intense and often terrifying devastation. They leave a costly aftermath whether it’s the irreparable loss of human life, or millions (sometimes billions) of dollars in lost revenue and property.

We have gone through history to find the worst viruses of them all; little creatures and scripts that have taken advantage of social and economic situations to propagate and amplify their prowess in mayhem and destruction.

Assessment

The above graphic is a brief journey through time, spanning back as early as 1348 where we met the darkest and most wicked viruses to ever afflict mankind.

Conclusion

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Accounting for the Cost of US Health Care

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Your thoughts and comments on this ME-P are appreciated. What are your thoughts on the pre-reform trends and the impact of the recession?

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How Long to Keep Tax Records?

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Understanding the IRS Position

By Andrew D. Schwartz, CPA

At my public accounting firm, we get this question all the time from our medical professional and lay clients:

Q: “How long do I need to keep my tax records?”

Here is the IRS answer to this question:

Well organized records make it easier to prepare a tax return and help provide answers if your return is selected for examination, or to prepare a response if you receive an IRS notice.

What to Keep – Individuals.

In most cases, keep records that support items on your tax return for at least three years after that tax return has been filed. Returns filed before the due date are treated as filed on the due date. Examples include bills, credit card and other receipts, invoices, mileage logs, canceled, imaged or substitute checks or other proof of payment and any other records to support deductions or credits claimed. You should typically keep records relating to property at least three years after you’ve sold or otherwise disposed of the property.

Examples include a home purchase or improvement, stocks and other investments, Individual Retirement Account transactions and rental property records.

What to Keep – Doctors as Small Business Owners.

Typically, keep all your employment tax records for at least four years after the tax becomes due or is paid, whichever is later. Also, keep records documenting gross receipts, proof of purchases, expenses, and assets. Examples include cash register tapes, bank deposit slips, receipt books, purchase and sales invoices, credit card charges and sales slips. Forms 1099-Misc, canceled checks, accounts statements, petty cash slips and real estate closing statements. Electronic records can included databases, saved files, e-mails, instant messages, faxes and voice messages.

There is no period of limitations to assess tax when a return is fraudulent or when no return is filed. If income that you should have reported is not reported, and it is more than 25% of the gross income shown on the return, the time to assess is 6 years from when the return is filed. For filing a claim for credit or refund, the period to make the claim generally is 3 years from the date the original return was filed, or 2 years from the date the tax was paid, whichever is later. For filing a claim for a loss from worthless securities the time to make the claim is 7 years from when the return was due.

Assessment

For more information from the IRS, check out:

  • Publication 552, Recordkeeping for Individuals, provides more information on recordkeeping requirements for individuals.
  • Publication 583, Starting a Business and Keeping Records
  • Publication 463, Travel, Entertainment, Gift, and Car Expenses, provide additional information on required documentation for taxpayers with business expenses.

For a more complete listing, please check out: Record Retention Guide Compiled by the Massachusetts Society of CPAs.

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Understanding the House Democrats’ Health Plan [PP-ACA]

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An Organization Chart

By Staff Reporters

If you have ever wondered exactly how health care reform will work for the United States, there is unfortunately no easy answer.

But, with the democrats and republicans strongly divided on universal health care, it can be tough for the average American citizen to find answers.

Fortunately, the graphic below will help.

PP-ACA

Assessment

However, it is important to listen to both sides to make a well-rounded decision of whether or not you can get behind health care reform.

Conclusion

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Medical Risk Management: http://www.jbpub.com/catalog/9780763733421

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On Marginal Tax Rates

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 A Historical Review

The marginal tax rate is the rate paid on the “last dollar” earned.

But, when you view the taxes you paid as a percentage of income, the effective tax rate is less than your marginal rate, especially after you take into account the deductions and exemptions, i.e. income that is not subject to any tax.

Conclusion

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Speaker: If you need a moderator or speaker for an upcoming event, Dr. David E. Marcinko; MBA – Publisher-in-Chief of the Medical Executive-Post – is available for seminar or speaking engagements. Contact: MarcinkoAdvisors@msn.com

Our Other Print Books and Related Information Sources:

Health Dictionary Series: http://www.springerpub.com/Search/marcinko

Practice Management: http://www.springerpub.com/product/9780826105752

Physician Financial Planning: http://www.jbpub.com/catalog/0763745790

Medical Risk Management: http://www.jbpub.com/catalog/9780763733421

Hospitals: http://www.crcpress.com/product/isbn/9781439879900

Physician Advisors: www.CertifiedMedicalPlanner.org

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