Although we are always looking to make continuing education fun (check out the CWA 31st Annual Meeting), when it comes to the tax deductibility of...

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...

If you’re reading this, you’ve most likely already cleared the first hurdle to owning a dental practice: Making the decision that buying a practice is...

The Pros and Cons of Both Whether you’re 100% set on selling your dental practice or just starting the exploration process, there are many factors...

Identity Thieves are Looking for Your Tax Return Identity theft can wreak havoc with your finances, credit history and reputation. The amount of time, money...

Backlogs and Unprocessed Returns Demand Answers According to a new report released by the National Taxpayer Advocate, in December 2021, the IRS had 6 million...

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...

The last couple of years have been quite the wild ride. Just as it seemed the dental world was working its way out of the...

Each of the 3 personal financial lifecycle phases plays a vital role in helping you grow, enjoy & pass on the spoils of your hard...

Your Practice's Largest Expense and Biggest Risk If you are deciding the right time to add a new associate doctor into your practice, or even...

What proposed changes mean for high-income earners In mid-September, House Democrats released the details of their proposed tax plan. The proposal is expected to raise...