From Fraud to Failure

A recent tax case involved a psychiatrist who had been charged with healthcare fraud. His plea deal required him to make some $2 million in reimbursements to Medicare and other insurers. Seeking to ease the pain, he filed for an income tax refund of over $800,000. He argued that he should be allowed to recover …

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ESG Investing: Excellent, Satisfactory, Good?

ESG investing is in the news. A political kerfuffle over its use in retirement plans has provoked grousing by conservatives and President Biden’s first veto. Yet there are sound, nonpolitical reasons to take environmental, social and governance factors into account in building an investment strategy. ESG Investing: Don’t Get Caught Up in the Politics

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