Financial Insights & Tax Tips for Private Practice Dentists
ERC Warning: Be Cautious of ERC Solicitations
The IRS issued warnings for small business owners to beware of ERC fraud. Be cautious if you receive third-party solicitations that claim you qualify for the ERC.
Protest Your Property Tax Appraisal by May 15th
To protest your property tax appraisal, file a Notice of Protest with your appraisal district by May 15.
Benefits of Health Savings Accounts (HSA)
The tax & planning benefits of health savings accounts (HSAs).
The SECURE Act 2.0: What You Need to Know
Notable retirement plan provisions in the SECURE Act 2.0.
1099s: The Ghost of Contractors Past
Reminder to get W-9s for contractors who were paid $600+.
The Benefits of ROTH Conversions in a Bear Market
Now is a great time for a ROTH conversion!

