Why accepting higher staffing costs is key to keeping profits intact If your dental practice hasn’t experienced major staffing challenges over the last year or...

After a year of market volatility, keeping track of your capital losses can be your gain Last year, we saw the stock market experience significant...

Meeting the IRS qualifications for ERTC to hold up against an IRS audit Dental practice owners and the financial advisors that support them are always...

Tax planning considerations to optimize your retirement portfolio savings A strategic tax plan is one of the most important steps toward accumulating wealth, and it...

Inflation-adjusted limits offer additional savings opportunity This year, investors have an even greater opportunity to save for retirement. The IRS recently released its inflation-adjusted contribution...

Are your staff salaries eroding your bottom line? Dentists traditionally have great relationships with their staff resulting in low turnover. Although this is good, when...

Leveraging the short-term business boom for long-term gains It’s hard to believe it has been over a year now since COVID-19 encroached into our professional...

Navigating the unexpected begins with knowing what to expect Saving for a comfortable retirement is a career-long commitment. It takes planning, patience, perseverance and a...

Update on the American Rescue Plan On March 11 the American Rescue Plan Act of 2021 was signed into law. The new legislation comes as...

Where to start to determine how much savings you’ll need Any financial goal typically has a price tag. Whether saving for a spacious home, your...

adapt your dental practice to avoid this financial liability Cybercrimes are on the rise now more than ever, due to COVID-19 business disruptions and confusion....