
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.
Financial Planning: The Rule of 72
The Rule of 72 is a simple way to estimate how long it will take for an investment to double.
Fund Your IRA & Roth IRA Accounts for 2023 and 2024 Now
Deadline & contribution amounts for funding IRAs for 2023 & 2024.
Executive Team Alignment & Your Dental Practice
It’s important to have an executive team that understands your goals at your dental practice.
Strategic Cash Flow Management in Your Dental Practice
Cash flow management much be done strategically and should not be based on an emotional aversion to debt.