Healthcare Services
The Healthcare Services Group at Capaldi Reynolds & Pelosi provides a variety of services including management advisory, transition support, tax, accounting and audit.
- Management advisory services include strategic planning, wealth preservation and asset protection planning, operational cost review, billing and accounts receivable analysis, industry benchmarking, equipment acquisition planning, start-up consultation and facilitation of banking relationships.
- Transition support focuses primarily on succession planning, mergers & acquisition planning, assistance with compensation programs and buy-sell transactions, and consultation relating to practice continuance versus employment.
- Tax services encompasses tax planning, tax return preparation for businesses and individuals, IRS and state tax controversy resolution assistance, and multi-state tax filing and compliance.
- Accounting and audit services range from bookkeeping and preparation of financial statements to consultation relating to the establishment of “best practices” governance and a variety of compliance and attest services.
Call on the Healthcare Services Group for sound financial advice that makes sense for your business.
Industry Insights
Using a 529 Plan to Fund Education
A 529 Plan, also known as a Qualified Tuition Program (QTP), is a common way to save for education because of its tax advantages. Before the passage of the One Big Beautiful Bill Act in 2025, 529 funds were primarily designed for college-related costs. The 2025...
Private Inurement and Not-For-Profits: What Every Practitioner Should Know
A not-for-profit organization, in order to assure its tax-exempt status is not jeopardized, must ensure that no “insiders” receive private inurement from business dealings with the company. Who is an “insider”? Any individual in a position to exercise substantial...
I’ve Been Scammed
With luck, those words will never leave our mouths. The sad truth, though, is that crooks are getting smarter and it’s really hard to know what nefarious scheme they will come up with next. If you find yourself a victim, can you claim any kind of tax deduction for...
Tax Advantages of Managed Service Organizations (MSOs)
Certain potentially lucrative tax strategies exist under current tax law for Managed Service Organizations (MSOs). For MSOs structured as a flow-through entity, such as a partnership or S Corporation, noncorporate owners may be able to claim a 20% Qualified Business...
Navigating Income Distribution in Medical Practices
Medical practices often face complex decisions regarding income and expense distribution among physicians. These decisions not only impact financial sustainability but also influence workplace dynamics and overall morale. This article delves into the essential...
What Does the Future Hold for Social Security and Medicare?
Each year, the Trustees of the Social Security and Medicare trust funds provide detailed reports to Congress that track the programs' current financial condition and projected financial outlook. These reports have warned for years that trust funds would be depleted in...