Financial Insights & Tax Tips for Private Practice Dentists

IRS Increased HSA Contribution Amounts for 2025

The new 2025 Health Savings Account contribution limits and tips to maximize tax-free savings for future healthcare expenses with an HSA.

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.

SECURE Act 2.0: 401(k) Plan Tax Credits & Auto Enrollment

Tax credits & the auto-enrollment requirement created by the SECURE Act 2.0 and how they can benefit your dental practice.

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.

Secure Act 2.0: Tax Credits for New 401K Plans in Your Dental Practice

The Secure 20 Act offers small businesses tax credits to start a new retirement plan.

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.

2024 Updated Retirement Contribution Limits & Caps

The IRS updated retirement contribution limits & caps for 2024.

Executive Team Alignment & Your Dental Practice

It’s important to have an executive team that understands your goals at your dental practice.

IRS Increased HSA Contribution Amounts for 2024

Inflation-adjusted amounts for 2024 HSA contributions.

2023 Updated Retirement Limits & Caps

The new retirement contribution amounts have changed for 2023 to keep up with inflation. Here are the new contribution amounts for 2023.

The Benefits of Paying Your Kids from Your Practice: ROTH IRA

There are significant benefits to employing your children in your practice. The most powerful benefit is the ability to fund a ROTH IRA.

Benefits of Health Savings Accounts (HSA)

The tax & planning benefits of health savings accounts (HSAs).