Insights blog

Insights to protect and grow your practice

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Your Independence is a Super Power

Discover how independent medical practices compete with large healthcare systems by offering physicians freedom, flexibility, and control. Learn why workplace culture and autonomy are powerful tools for attracting top medical talent.
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Federal Disaster Tax Relief Act Expands Support for Disaster-Related Losses

The Federal Disaster Tax Relief Act of 2023 offers expanded tax benefits for disaster victims. Learn about simplified deductions, extended deadlines, and special credits for losses from hurricanes, wildfires, and other federally declared disasters since 2019.
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2025 Brings Changes to 401(k) Eligibility for Part-Time Employees

Learn why enrolling long-term part-time employees in your company retirement plan is now required after just two years (500+ hours). Discover compliance requirements, benefits, and 2025 deferral rates.

Helping our clients
thrive since 1945.

PROVEN LEGACY

80+ years

Serving clients throughout Ohio, Indiana, and Kentucky since 1945

REGIONAL EXPERIENCE

375+

Medical and dental practices, nonprofits, and private businesses place their trust in us.

CLIENT COMMITMENT

95%

Long-term partnerships with independent medical practices, nonprofits, and privately-held businesses spanning multiple generations.

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