Savvy Retirement Savings Plans for Self-Employed Dentists

January 5, 2022

By Taylor Richardson CRPS AIF Financial Advisor There are a lot of benefits to being self-employed but don t forget...

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COVID’s Impact on Dental Practices

December 8, 2021

By Drew Hinrichs CPA CEO of Engage Advisors After almost two years of fighting our way through COVID how are...

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How to Simplify Your Payroll Process

December 8, 2021

By Justin Pothoven CPA Client Advisor Having a good payroll process is one of the most important things you can...

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Three Steps to a Financially Healthy Dental Practice

November 4, 2021

By Drew Hinrichs CPA CEO of Engage Advisors Financial Growth Tips for Dentists When it comes to building a financially...

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The Importance of Beneficiary Designations

November 4, 2021

Act Now Review and Update Your Beneficiary Designations Check your beneficiary designations now before disaster strikes With the current super-generous...

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The Backdoor Roth IRA Conversion

November 3, 2021

The Loophole Understanding the Loophole Navigating the Backdoor Roth IRA Strategy Roth IRA accounts have been discussed in a previous...

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Fair Health Favors Insurers Over Providers

October 6, 2021

by Shelley DeGroff Founder and CEO of PPO Advisors At PPO Advisors we like to keep our clients informed about...

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Why You Shouldn’t Be Your Own Financial Advisor

October 5, 2021

You can do a lot of things online in this digital age that you probably would have hired a professional...

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Start Tax Planning Now: It’s Never too Early or Late

September 7, 2021

by Gulzar Ahmed Client Advisor Some people are inclined to put off talking with their dental CPA firm because they...

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How to Protect Yourself – The Risk of Partnering with Private Equity Firms (Part 3)

September 17, 2023

by Spencer Wesley Realtor Dental Practice Broker This is the third in a series that talks about the risk of...

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Happy Dentists Trust Their Numbers with Dental CPAs and Accountants

July 28, 2021

By Susan Nevenhoven Client Advisor As a practice owner what would make you happy Lowering your production costs increasing productivity...

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Rolling the Dice – The Risk of Selling to Private Equity Firms (Part 2)

August 19, 2023

By Spencer Wesley Realtor Dental Practice Broker In my last blog I highlighted some of the risks dentists face when...

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