Semi-Monthly Payroll for Dental Practices: A Best Practice

Switching from bi-weekly to semi-monthly payroll helps dental practices stabilize cash flow, eliminate three-paycheck months, and budget with confidence.

Overfunded Your 401(k)? What Dentists Should Do Next

Dentist households with job changes & multiple W 2s: learn which plans share the 401(k)/403(b) limit, how to prevent an excess deferral, and how to fix it.

The Rule of 72 for Dentists

The Rule of 72 helps dentists quickly estimate how fast investments or costs may double. Use it for practical decisions about investing & inflation.

Tax Planning for Dentists: Are You Paying A Good Amount of Tax

Tax Planning Guide for Dentists: Learn if You’re Paying the Right Amount of Tax and How to Utilize Retirement Plans, QBI, and Equipment Deductions.

Digital Payments: Best Practices for Dentists

Move money securely in your dental practice with proper tools, clear memos, and tax-smart habits to keep your practice finances on track.

Five Strategic Tax Tips for Dentists

Maximize savings & optimize cash flow with these 5 strategic tax tips for dentists. Plan ahead & grow your practice efficiently.

Saving for College Education: A Guide for Dentists

Saving strategically for college, learn how Roth IRAs, 529 plans, and Coverdell ESAs can secure your child's future success.

Practice Transitions: A Guide for Private Dental Practice Owners

How involving your trusted advisor early ensures a smooth dental practice transition, maximizing benefits and aligning with your goals.

Understanding Your Tax Strategy: Are You Paying a Good Amount of Tax?

Optimize your dental practice's finances with strategic tax planning. Reduce tax liability and support growth with smart investments and deductions.

Overcoming Business Trauma: Strategies for Dental Practice Owners

How dental practice owners can identify and overcome business trauma, a condition similar to PTSD, caused by significant negative business experiences.

Strategic Leadership in Dental Practices: Adapting Styles for Success

Private dental practices can excel by adapting leadership styles to boost innovation, enhance care, and engage teams effectively in competitive markets.

Building Stronger Connections: The Role of Empathy in Dental Care

Empathy and active listening can transform your dental practice, enhancing patient trust & staff collaboration for a supportive and effective environment.

Backdoor Roth Conversions and Tax-Efficient Retirement

The importance of Roth IRAs, steps in the conversion process, and recommendations.

Financial Planning: The Time Value of Money

Practical implications of financial principles and the critical balance between managing debt and investing.

Financial Planning: Investing vs. Paying Down Debt

An often-overlooked aspect of financial decision-making is the cost of being excessively risk-averse, especially when handling low-interest loans.