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

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...

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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...

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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...

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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...

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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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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...

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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...

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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)

July 28, 2021

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

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Why More Dentists Are Switching to Dental CPA Firms

July 28, 2021

By Justin Pothoven CPA Client Advisor I joined a dental CPA firm because I wanted to do more than just...

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PPO Contracts: What You Don’t Know Could Be Hurting You

June 25, 2021

Intro by Drew Hinrichs In today s market practice owners are losing ground as insurance companies constantly invent new ways...

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

June 25, 2021

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

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