Financial Insights & Tax Tips for Private Practice Dentists

Credit Shelter Trusts: A Guide for Dentists

A simple estate planning step for dentists is to add a credit-shelter trust to preserve wealth and minimize future taxes.

EV Tax Savings for Dentists: EV Credits Expire September 30, 2025

Save big on EV and charger tax credits for your dental practice before rules change on September 30, 2025.

How the One Big Beautiful Bill Act Impacts Charitable Giving

Charitable giving rules just changed. Here’s what dentists need to know to maximize deductions under the new tax law.

Trump Accounts: A Guide for Dentists

Overview of Trump Accounts: eligibility, contributions, uses, and how they compare to 529 plans and Roth IRAs for saving for kids.

The One Big Beautiful Bill Act: Impacts on Dentists – Part One

How the 2025 tax law overhaul impacts dentists: deductions, student loans, 529s, and planning tips for dentists.

2025 Texas Property Tax Relief Proposals

The 2025 Texas Legislative proposals aim to cut property taxes, benefiting homeowners and dental practices through lower costs and increased exemptions.

Update: Beneficial Ownership Information Report No Longer Required

Update on the recently reinstated Beneficial Ownership Information Report requirement and the new filing deadline.

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.