Implement these tax-saving action items before year-end Key Takeaways The last quarter of the year is a great time to get organized and prepared for...

The Federal Reserve cut interest rates by 0.25 percentage points, despite rising inflation and an upward revision to GDP growth. Core Personal Consumption Expenditures (PCE)...

Insight You Need For Your Next Car Purchase Key Takeaways The decision to lease or buy a car depends on how you plan to use...

Proactive planning is key to smoothing out the peaks and valleys Key Takeaways Identify and understand your production patterns. Know your break even number. Place...

Part 2: Increasing Collections and Lowering Overhead to Maximize Profits Key Takeaways Benchmark your practice against peers to set clear goals and success metrics. Boost...

Part 1: Grow Production by Maximizing Patient Visits Key Takeaways The Profitability Formula outlines a strategy for increasing revenue. A steady stream of patients coming...

Why it’s more important than ever to understand it. KEY TAKEAWAYS In 20 years, an estimated $84 trillion in financial assets will move from baby...

How to maximize your deductions Updated April 2025 Understanding the expenses you can and cannot write off for your small-to-mid-sized business is critical for optimizing...

Why selling to a DSO is about more than dollars Key Takeaways Transition planning starts with looking inward to determine what you truly want from...

Are you getting the most out of your financials? Key Takeaways Monthly reports identify trends that must be addressed before they affect the bottom line....

Funding limits continue to reflect rising inflation Key Takeaways Every year, the IRS adjusts retirement plan contribution limits for inflation. Increases in contribution limits allow...