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.
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.