COVID-19 Latest Updates and Resources

Practical insights and helpful tools designed to keep your practice running smoothly.

Annual Retirement Plan Audit: 11 Common Concerns From an Auditor’s Perspective

Does your organization’s plan require an annual audit? Review the issues that may lead to litigation and regulatory breach exposure for retirement plan fiduciaries.

The 4 Things You Can Do Right Now to Kickstart a Healthy Spending Plan

Learn how to build a sustainable and effective budget that focuses on your personal goals and lifestyle in the new year.

Reengaging Patients During the COVID-19 Pandemic

By implementing a clear strategy to stay connected with patients, practices can more effectively provide care while protecting the future of their businesses.

COVID-19 “Collateral Damage” Claims and How to Avoid Them

As practice conditions continue to evolve during the pandemic, unchaperoned patients and changes in how providers interact with caregivers have contributed to increased incidents of falls and difficulty following treatment plans.

How Presidential Candidates’ Healthcare Proposals May Affect Your Practice

With early voting already in full swing, understanding the key differences between each candidates’ health policy proposals is important when making a decision that’s right for you, your patients, and your practice.

HR|Experts Guidance: Families First Coronavirus Response Act (FFCRA) Updates

Our On-Call human resources consultant provides information on recent changes to the FFCRA.

Understanding the Implications of Working With Multiple Investment Advisors

Curi Capital explores three important factors to consider when coordinating multiple investment relationships.

Physicians Take Note – Physician Compare Review Period Has Begun

Physicians have until August 20 to preview 2018 Quality Payment Program performance information before it is made publicly available on the Physician Compare website.

Choose Your Own Adventure: Q1 2020 Market Commentary

Curi Capital explores multiple investment strategies during a time of market volatility.

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Economic Injury Disaster vs. Paycheck Protection Plan Loans During COVID-19: Exploring What’s Best for Your Practice

Our SVP of Finance summarizes these two loan types, made more widely available to businesses through the recent passage of the CARES Act.

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