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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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Too Good to Be True? Ask Partner Dentists Who Weren’t Paid Their Earnouts from Corporate Dental

July 25, 2023

By Spencer Wesley Over the last few years we ve seen a spike in the growth of corporate dentistry fueled...

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A Dental CFO Is Affordable and Adds High Value

June 7, 2021

When you run a small business the cost of services is always a concern Many of our clients at Engage...

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Selling Your Dental Practice 101

May 4, 2021

By Spencer Wesley If you re among the of dentists who own their practices this is a message for you...

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Helping New Dentists with Finances and Career Satisfaction

May 4, 2021

By Susan Nevenhoven As an accountant at a dental CPA firm I have a lot of clients who are new...

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Got questions on the Corporate Transparency Act? Learn more about the new federal BOI requirements. Save time and hire us to file it for you.

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