Information contained within this media release provides information on general legal issues and are not intended to provide advice on any specific legal matter or...

What Your Tax Refund Is Really Telling You
Hunter Satterfield
May 28, 2026
Key Takeaways A large refund usually means you were paying the IRS too much all year. Plan ahead and adjust in real time to avoid
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January 4, 2019
Updated 1/16/19: The IRS has created a shutdown contingency plan, asking over half its workforce to return to work, mostly without pay while the government...
2 MIN READ
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December 6, 2018
When the Tax Cuts and Jobs Act passed at the end of 2017, CPAs hurried to understand the most comprehensive tax update in the United...
3 MIN READ
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November 5, 2018
One of the tools our financial planners use in consult with their clients is a simple concept called Know Your Ratio. Understanding this ratio can...
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October 5, 2018
This article explains the “3-to-1” milestone — earning three dollars for every one you invest — and why it’s a key marker of wealth-building momentum....
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September 6, 2018
Nobody likes increasing fees. Despite what many patients may think, that includes dentists. However, the truth is that just like the sun, fees must also...
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August 14, 2018
The old saying goes, it takes money to make money. However, when you look to reduce your dental office overhead sometimes it’s hard to tell...
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July 5, 2018
Even though corporate DSOs (Dental Service Organizations) are growing at a rapid rate, the demise of the private practitioner is in no way imminent. According...
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June 8, 2018
3 things dentists must consider when setting their salary When you own your own practice setting your salary seems like a no-brainer. Pay your bills,...
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May 4, 2018
According to an American Dental Association survey, 35% of dental practices have been embezzled once and 17% more than once. The actual percentages are probably...
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