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Practice Transitions: A Guide for Private Dental Practice Owners

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

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.
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Overcoming Business Trauma: Strategies for Dental Practice Owners

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.
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Strategic Leadership in Dental Practices: Adapting Styles for Success

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.
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Building Stronger Connections: The Role of Empathy in Dental Care

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.
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Backdoor Roth Conversions and Tax-Efficient Retirement

Backdoor Roth Conversions and Tax-Efficient Retirement

The importance of Roth IRAs, steps in the conversion process, and recommendations.
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Financial Planning: The Time Value of Money

Financial Planning: The Time Value of Money

Practical implications of financial principles and the critical balance between managing debt and investing.
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Financial Planning: Investing vs. Paying Down Debt

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.
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Financial Planning: The Rule of 72

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.
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Fund Your IRA & Roth IRA Accounts for 2023 and 2024 Now

Fund Your IRA & Roth IRA Accounts for 2023 and 2024 Now

Deadline & contribution amounts for funding IRAs for 2023 & 2024.
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Executive Team Alignment & Your Dental Practice

Executive Team Alignment & Your Dental Practice

It’s important to have an executive team that understands your goals at your dental practice.
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Strategic Cash Flow Management in 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.
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Preparing Your Practice for an Economic Downturn

Preparing Your Practice for an Economic Downturn

Implement best practices now to be better prepared for the effect of an economic downturn on a practice.
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The SECURE Act 2.0: What You Need to Know

The SECURE Act 2.0: What You Need to Know

Notable retirement plan provisions in the SECURE Act 2.0.
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Year-End Tax Strategies for Your Dental Practice

Year-End Tax Strategies for Your Dental Practice

Here are a few end-of-year tax tips to consider. Please let us know if you have questions about your specific tax situation.
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