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.

Protest Your Property Tax Assessment Now (And Every Year!)

Strategies for homeowners and dental practice owners to challenge and reduce their property tax assessments before the May 15, 2025 deadline.

Request W9s from 1099 Contractors at Your Dental Practice Now

Issuing 1009s is important to keep your private dental practice in compliance with federal law, request W9s from contractors now.

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.

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.

Employing Your Kids in Your Dental Practice: Roth IRAs for College

The benefits of employing your children in your private dental practice and how to leverage Roth IRAs for college expenses.

Annual Shareholder Meetings: A Guide for Private Dental Practices

Strategies for private dental practices to hold and document annual shareholder meetings effectively, ensuring compliance and benefiting your practice’s financial health.

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.

Protesting Property Taxes: A Guide for Dental Practice Owners

Strategies for homeowners and dental practice owners to challenge and reduce their property tax assessments before the May 15, 2024 deadline.

Mastering Tax Season: A Dentist's Guide to Smooth Withholding

Regular payroll withholding can help dentists proactively manage tax liabilities.

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.

Request W9s from 1099 Contractors Now

Issuing 1009s is important to keep your practice in compliance with federal law, request W9s from contractors now.

Property Tax Relief & Dates to Know for the TX 2023 November Election

On November 7, property tax relief for homeowners & small businesses in Texas is on the ballot.

IRS Issues Warning Signs of ERC Scams

The IRS issued warning signs of ERC scams to look out for.