Comparing the 2020 presidential tax plans. The upcoming presidential election will be pivotal for the future of tax policy, as parts of Trump’s Tax Cuts...

What’s Your Safe Withdrawal Rate? – Ep. 257
CWA
October 28, 2025
Is there a fixed safe withdrawal rate for every retirement plan? It may depend on lifestyle, asset allocation and personal financial goals. So how do
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September 3, 2020
Leverage creativity to address looming uncertainty this fall. As summer ends and back-to-school time returns, owning doctors may experience uncertainty and volatility once again. With...
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September 1, 2020
Three behaviors every dental practice owner should be on the lookout for Back in 2018, we featured a blog that covered the difficult topic of...
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August 31, 2020
Paid leave requirements, exemptions and tax credits owners need to know The Families First Coronavirus Relief Act (FFCRA) was the first piece of Coronavirus-related response...
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August 24, 2020
Steps to take to get ahead of a problem before it starts A common theme in this webinar series is preparing the practice for uncertainty....
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July 31, 2020
Estate Documents You Can Prepare Right Now Very few people look forward to estate planning. However, with today’s threat of the pandemic, it is necessary—particularly...
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July 9, 2020
Unusual times often illuminate guiding principles. Here’s four from one of our most experienced advisors. At this very moment, we are living through an extraordinary...
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June 7, 2020
Get prepared to make the most of a dental practice transition during this unprecedented time. Inevitably, there comes a time for every dentist to make...
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May 28, 2020
New Guidance on Owner Compensation, Payroll Costs and a Reduction in Full Time Equivalents The U.S. Small Business Administration (SBA) released new Paycheck Protection Program...
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May 25, 2020
Advantages To This Alternative For Business Owners “How do I maximize the forgiveness of the PPP loan?” Well, that is the $659 billion-dollar question for...
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May 21, 2020
Can you increase PPP forgiveness by leveraging the APCP? For Paycheck Protection Program (PPP) borrowers, ensuring maximum forgiveness on their loan has been anything but...
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