Blog

Engage Advisors helps dentists thrive in their practice and in life. We offer tax and accounting, financial planning, and ownership transitioning services. Our blogs provide a wealth of dental industry knowledge – we hope you enjoy reading them!
Financial Planning
Ownership Transitioning
Tax & Accounting

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...

READ MORE >

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...

READ MORE >

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...

READ MORE >

Three Steps to a Financially Healthy Dental Practice

November 4, 2021

By Drew Hinrichs CPA CEO of Engage Advisors When it comes to building a financially healthy practice it s important...

READ MORE >

The Importance of Beneficiary Designations

November 4, 2021

Check your beneficiary designations now before disaster strikes With the current super-generous federal estate tax exemption of million estate planning...

READ MORE >

The Backdoor Roth IRA Conversion

November 3, 2021

The Loophole Roth IRA accounts have been discussed in a previous blog cleverly titled Roth IRA Basics One of the...

READ MORE >

Top 4 Tax Saving Tips for Dentists

October 6, 2021

By Justin Pothoven CPA Client Advisor and Kansas City Office Director It is never too early to start planning for...

READ MORE >

Fair Health Is Giving Insurers an Unfair Advantage 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...

READ MORE >

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...

READ MORE >

Tax Planning – It’s Never too Late or Early to Get Started

September 7, 2021

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

READ MORE >

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

September 7, 2021

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

READ MORE >

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...

READ MORE >