Financial Insights & Tax Tips for Private Practice Dentists
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.
Texas Legislature Passes $18 Billion in Property Tax Relief
The Texas Legislature passed historic property tax relief for homeowners & small businesses in Texas.
IRS Increased HSA Contribution Amounts for 2024
Inflation-adjusted amounts for 2024 HSA contributions.
The True Cost of Raising Wages in Your Dental Practice
An example of the tax benefit of giving employees a $1.00/hour raise in an average dental practice.

