<span itemprop="author">Syed Nishat, BFA

While chatting with a physician client of mine recently, an important topic came up that she hadn’t really asked about previously. My client is in her late 40s and is currently single with no plans of getting married. She’s the only child of her aged p…

As another autumn pulls the pages off the 2021 calendar, it’s already time to start planning for the end of the year. The days get shorter but often busier as the weather cools down. This can be a vital time when preparing for taxes, and it’s good to k…

For married physicians looking into estate planning strategies, one thing to keep in mind is how to make best use of spousal benefits in reducing taxes or providing for a surviving spouse or other beneficiaries. For wealthy physicians, a spousal lifeti…

High earners such as physicians often focus on pre-tax contribution and may overlook some of the advantages in contributing to a nondeductible IRA account. The basic premise of contributions made into a traditional IRA is that those contributions are p…

When I sat down to write this article, my thoughts immediately went to the tragic loss of one of my best clients, a physician who recently passed away after battling COVID-19. I remember him not only as an excellent physician but even more so as a grea…

Recently, I was talking on the phone to a physician client of mine about the COVID-19 vaccine and how thrilled I was that everyone over the age of 30 is now eligible in New York, which meant I could now schedule my own appointment. We discussed the cur…