Writing & Media
Writing & Media
Articles and media appearances from Jeremy D. Baldwin, collected in one place. The formal material for each firm lives on its own site; this page is the personal archive.
Articles
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Published on baldwin.financialEstate Planning for Federal Employees in Oklahoma City (TSP, FEGLI, FERS)
How beneficiary forms, rather than a will, control TSP, FEGLI and FERS benefits for federal employees in Oklahoma City.
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Published on baldwin.financialFinancial Planning for Oklahoma Anesthesiologists
Financial planning for Oklahoma anesthesiologists when the group is the employer.
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Published on baldwin.financialMaking Partner at an Oklahoma Law Firm: The Money Side
The money side of making partner at an Oklahoma law firm, including questions of timing.
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Published on baldwin.financialSelling an Oklahoma Dental Practice: DSO Offers and Taxes
Selling an Oklahoma dental practice, including DSO offers and taxes.
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Published on baldwin.financialAfter Selling Your Oklahoma Business: the First Year
The first year after selling an Oklahoma business, including what happens with the proceeds.
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Published on baldwin.financialAsset Protection for Oklahoma Physicians, W-2 and 1099
What a judgment can and cannot reach for Oklahoma physicians, whether W-2 or 1099.
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Published on baldwin.financialBackdoor Roth in Oklahoma City: Which Employer Plans Allow It
What the backdoor Roth and mega-backdoor Roth are, and which Oklahoma City employer plans allow them.
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Published on baldwin.financialBuying Into an Oklahoma Physician Group or ASC
What changes the day a physician becomes an owner in an Oklahoma group or surgery center.
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Published on baldwin.financialFinancial Planning for Oklahoma Physicians: the Map
Financial planning for Oklahoma physicians across a career, from residency to later practice.
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Published on baldwin.financialLeaving Devon Energy: Layoffs, 401(k), Equity
Money decisions in the twelve months after leaving Devon Energy, including the 401(k) and equity.
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Published on baldwin.financialOklahoma Capital Gains Deduction When You Sell a Business
The Oklahoma capital gains deduction that can apply when an owner sells an Oklahoma business.
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Published on baldwin.financialOklahoma PTE Election & Tax Rate 2024–2026 (Form 586)
Oklahoma's pass-through entity tax election, rate and Form 586 for 2024–2026.
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Published on baldwin.financialOklahoma Tax Changes 2026: New Rate, SALT Cap, Estate Limits
Oklahoma and federal tax numbers that changed for 2026, including the state rate, the SALT cap and estate limits.
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Published on baldwin.financialPreparing to Sell Your Oklahoma Business: Year Before
What needs to happen in the year before selling an Oklahoma business, ahead of a letter of intent.
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Published on baldwin.financialResidency to Attending in Oklahoma: PSLF, Loans, Roth
The twelve months around the move from residency to attending in Oklahoma, including PSLF, loans and Roth decisions.
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Published on baldwin.financialOklahoma College Savings Plan (529): State Deduction & Limits
Oklahoma's 529 college savings deduction, limits and deadline.
In the media
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Moneywise23 financial experts share their best investing secret for beginners
Jeremy was quoted in this expert roundup while with a prior firm.
Official profiles & links
- LinkedIn linkedin.com/in/jeremydbaldwin
- Baldwin Financial, LLC baldwin.financial
- Baldwin Financial, LLC on LinkedIn linkedin.com/company/baldwinfinancialok
- The Baldwin Insurance Firm, LLC baldwin.insure
- The Baldwin Insurance Firm, LLC on LinkedIn linkedin.com/company/the-baldwin-insurance-firm-llc
- SEC Investment Adviser Public Disclosure adviserinfo.sec.gov
Any article, video or interview linked from this page is general commentary and not individualized advice. See the disclosures at the foot of this page.
Beyond reading