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338(h)(10) Sales: 3 Things Business Owners Should Know

338(h)(10) Sale: 3 Things Business Owners Should Know

What is a 338(h)(10) sale? Why would an acquiring company or a private equity firm want to make the deal a 338(h)(10) sale? What does a 338(h)(10) sale mean to you the buyer in determining what your net proceeds from the sale will be? If these kinds of questions are top of mind, read on to learn how we help business owners make informed decisions about the best approach for their unique circumstances.

Doctors Tax Strategies

5 Smart Tax Strategies for Doctors to Optimize Tax Savings

As a busy healthcare professional, you work tirelessly to provide quality care to your patients, dealing with administrative work, and balancing all of that with life and demands at home. In the midst of juggling a demanding schedule professionally & otherwise, working to optimize your tax situation is probably not at the top of your priorities.

Selling Your Business

Selling Your Business? 5 Valuable Things to Know

In comparison to selling other assets like stocks or even a house, selling a business can be a much more complicated and time-consuming task. Before embarking on the journey of selling your business, here are 5 key points for you to consider as you look to ultimately exit your business.

Year-End Financial Planning Checklist

The Essential Year-End Financial Planning Checklist

As the year comes to a close, it’s not uncommon for a lot of people to start focusing on the holidays and getting ready to wrap things up for the year. As part of that process though, it’s crucial to engage in proactive year-end financial planning to ensure your finances are aligned with your goals and to try to minimize your tax liabilities.

THE 3 TYPES OF 401(K)’S: TRADITIONAL, ROTH, & AFTER-TAX 401(K)’S EXPLAINED

The 3 Types of 401(k)’s: Traditional, Roth, & After-Tax 401(k)’s Explained

Learn about Traditional, Roth, and After-Tax 401(k) plans and how they can fit into your retirement savings strategy.

Physician's Guide to 401(a), 401(k), 403(b), & 457(b) retirement plans

Physician’s Guide: Comparing 401(a), 401(k), 403(b), & 457(b) Retirement Plans

Having access to any combination of a 401(a), 401(k), 403(b), or 457(b) offers unique benefits & challenges in deciding how to utilize the plans that are available to you as a physician.

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Oread Wealth Partners, LLC (“Oread Wealth Partners”) is a registered investment adviser offering advisory services in the State of Kansas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Oread Wealth Partners in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Oread Wealth Partners, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
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