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Mountain View Group and My Professional CFO

January 12, 2016 by angishields

Midtown Business Radio
Midtown Business Radio
Mountain View Group and My Professional CFO
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Midtown Business Radio
Alan Conner and Thom Gonyeau talk integrity

Mountain View Group and My Professional CFO

This week we continued our bi-weekly series with Life University’s Dr. Gilles LaMarche, focusing on business leaders who exemplify integrity, in a lead-up to Life University’s LIFEtalks World Congress, May 12-13, discussing integrity for life with a number of well-known speakers on the subject.  We were joined in the studio by Thom Gonyeau and Alan Conner, of Mountain View Group and My Professional CFO, respectively.

I met Alan a few weeks ago in the hall of our office building.  After learning about how he helps physicians, I knew we needed to have him stop by to talk about it.  In addition to providing basic accounting/payroll functions, Alan also helps physicians develop effective, legal tax strategies, including self funded insurance plans to reduce their tax burden and risk at the same time.

Alan shared the story of a family member, an ER physician in Florida.  He explained the fact that his family member, as do many physicians, work as 1099 contractors for the respective practice they serve.  In this relationship, the doctor receives a gross paycheck with no tax withheld.

In this situation it is vital for the provider to plan for their tax obligation and pay it in a timely fashion (at least quarterly) or they face between 5-10% penalties, which can quickly add up to significant amounts, based on the numbers they’re working with.

Alan explained several options available to physicians that work as 1099 contractors, including self funded insurance plans, pension plans, SEP IRA’s, and others, that will help them preserve their hard-earned revenue for later while protecting them from risk such as loss of medical license should that occur.

It’s clear after speaking with him that it is advisable for our colleagues in the community to partner with experts such as Alan to develop a solid plan for managing their tax obligations as well as helping to secure their financial future.

I met Thom Gonyeau ~five years ago.  Equal parts right-brain and left-brain, he’s an operational guru.  He works with clients to solve their business needs.  Thom is an avid photographer, tennis player, runner, and writer. H had his first brush with fame at age 8, when his poem “Things That Are Beautiful” was published in Highlights magazine.

We talked about the media production work he and his team execute to help their clients, which includes the likes of GE, Coca Cola, and numerous other well-known enterprises, tell the story of their brand both internally and externally.  Thom draws on his love of writing and his curiosity to get to know his clients very well and then be able to craft engaging, award-winning media productions across a variety of platforms to share it with the target audience.

Special Guests:

Dr. Gilles LaMarche, DC, VP of Professional Relations at Life University  youtube logo linkedin_small1  twitter_logo_small-e1403698475314  facebook_logo_small3  smugmug LOGO

Life University

  • Doctor of Chiropractic, Canadian Memorial Chiropractic College
  • Author, The ART of Responsibility, Insight Publishing 2012
  • Certified Six Advisors Coach, Six Advisors Coaching Academy
  • Previous Vice President, Parker College of Chiropractic

Alan Conner, CEO, My Professional CFO  twitter_logo_small-e1403698475314  facebook_logo_small3

 

My Professional CFO

  • MBA, Finance, Nova Southeastern University
  • Previous Investment Banker, Orosey & Pepe Capital Markets
  • Former Investment Manager, Arduus Asset Management

Thom Gonyeau, CEO, Mountain View Group  twitter_logo_small  facebook_logo_small3  linkedin_small1

Mountain View Group

  • MA, Communications, The College of Saint Rose
  • Chair, Board of Trustees, Creative Education Foundation

 

Tagged With: CW Hall, digital media, financial advisor, financial services, Midtown Business Radio, Mountain View Group, My Professional CFO, storytelling, Thom Gonyeau, videography

Top Docs Radio on Midtown Business RadioX Explores Self Funded Insurance Plans – Business RadioX

November 20, 2015 by angishields

ATLANTA, GA–(Marketwired – November 19, 2015) – On November 9, 2015, Top Docs Radio welcomed to the studio Alan Conner with My Professional CFO. Host CW Hall sat down with Conner to discuss self funded insurance plans for contractor physicians.

Conner is a tax and accounting expert who works with a wide range of companies and professionals, including physicians. He founded My Professional CFO to take the mystery out of small business accounting, tax planning, and wealth management so a professional can focus their entrepreneurial energy on growing business and satisfying clients.

In addition to providing basic accounting and payroll functions, Conner also helps physicians develop effective, legal tax strategies, including self funded insurance plans to reduce their tax burden and risk at the same time. “Many physicians work as 1099 contractors for the respective practice they serve,” explained Conner. “In this relationship, the doctor receives a gross paycheck with no tax withheld. In this situation it is vital for the provider to plan for their tax obligation and pay it in a timely fashion or they face between 5-10% penalties, which can quickly add up to significant amounts, based on the numbers they’re working with.”

Conner shared with listeners several options available to physicians that work as 1099 contractors, including self funded insurance plans, pension plans, SEP IRA’s, and others, that will help them preserve their hard-earned revenue for later while protecting them from risk such as loss of medical license should that occur.

To learn more about Conner and My Professional CFO’s services, listen to the entire interview on Top Docs Radio.

About Top Docs Radio:

Top Docs Radio is a forum for conversations with leading doctors and thought leaders. Discussions are about cutting edge trends and topics in health, wellness and lifestyle issues. Top Docs Radio is presented by Hyperbaric Physicians of Georgia and is hosted by Charles “CW” Hall. The program airs live every Thursday at Noon Eastern.

About Business RadioX®:

Business RadioX® interviews dozens of innovative entrepreneurs and successful leaders each week. Its mission is to help local businesses Get the Word Out about the important work they’re doing for their market, their community, and their profession. With a pro-business slant and a long-form interview format, guests don’t have to worry about being ambushed or talking in “sound bites.” Guests have enough time to tell their whole story and to share their insights and experience without interruptions. Business RadioX® hosts are business professionals interviewing their peers, drilling down on the critical issues, and delivering practical information to an engaged business audience. Business topics that are frequently covered include: Law, Finance, Healthcare, Technology, Trade Shows, B2B Marketing, Venture Capital, Training and Development and other issues impacting the business community. For more information, visit: https://businessradiox.com.

 

 

Filed Under: Newsroom Tagged With: Alan Conner, CW Hall, My Professional CFO, Self Funded Insurance Plans, Top Docs Radio

Self Funded Insurance Plans – Top Docs Radio

November 9, 2015 by angishields

My Professional CFO
Top Docs Radio
Self Funded Insurance Plans - Top Docs Radio
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My Professional CFO
Alan Conner talks self funded insurance plans with CW Hall

Self Funded Insurance Plans

On this week’s episode I sat down with Alan Conner, of Your Professional CFO.  Alan is a tax and accounting expert who works with a wide range of companies and professionals, including physicians.

I met Alan a few weeks ago in the hall of our office building.  After learning about how he helps physicians, I knew we needed to have him stop by to talk about it.  In addition to providing basic accounting/payroll functions, Alan also helps physicians develop effective, legal tax strategies, including self funded insurance plans to reduce their tax burden and risk at the same time.

Alan shared the story of his older brother, an ER physician in Florida.  He explained the fact that his brother, as do many physicians, work as 1099 contractors for the respective practice they serve.  In this relationship, the doctor receives a gross paycheck with no tax withheld.

In this situation it is vital for the provider to plan for their tax obligation and pay it in a timely fashion (at least quarterly) or they face between 5-10% penalties, which can quickly add up to significant amounts, based on the numbers they’re working with.

Alan explained several options available to physicians that work as 1099 contractors, including self funded insurance plans, pension plans, SEP IRA’s, and others, that will help them preserve their hard-earned revenue for later while protecting them from risk such as loss of medical license should that occur.

It’s clear after speaking with him that it is advisable for our colleagues in the community to partner with experts such as Alan to develop a solid plan for managing their tax obligations as well as helping to secure their financial future.

Special Guest:

Alan Conner, CEO, My Professional CFO  twitter_logo_small-e1403698475314  facebook_logo_small3

My Professional CFO

  • MBA, Finance, Nova Southeastern University
  • Previous Investment Banker, Orosey & Pepe Capital Markets
  • Former Investment Manager, Arduus Asset Management

 

Tagged With: consulting, CW Hall, financial services, My Professional CFO, pension, physicians, self funded insurance plan, tax planning, Top Docs Radio

Business RadioX ® Network


 

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