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!

Fraud by Tax Preparer Creates Big Trouble for Client

May 29, 2019

Is your tax preparer honest We sure hope so You likely see indicators one way or the other If your...

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FAQs on Section 199A Rules

May 22, 2019

Did you or your tax advisor use the wrong Section A rules when filing your tax return The IRS issued...

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How to Properly Deduct Sports Team Sponsorship

May 15, 2019

Properly Deducting Sports Team Sponsorship Are you considering sponsoring a local sports team this year Maybe you already are The...

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Roth IRA After TCJA: The Backdoor Is Still Open

May 8, 2019

As you likely know the Roth IRA is a terrific way to grow your wealth with a minimum tax downside...

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Life Insurance Policy Loan: A Tax Nightmare

May 2, 2019

Dr John Jones fell into the life insurance policy loan trap A successful dentist Dr Jones purchased a life insurance...

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Fixed for Dentists: Top 8 Financial Rules of Thumb

April 29, 2019

Price is what you pay Value is what you get Warren Buffett Rules of thumb are cheap and easy Up...

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Did Employee Recreation and Parties Survive Tax Reform?

April 24, 2019

Maximizing Tax Deductions for Employee Entertainment You take your employees to a hotel meeting room for an all-day intensive training...

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Broken Financial Rule of Thumb: Pay off credit card debt first, right?

April 21, 2019

It isn t the mountains ahead to climb that wear you out it s the pebble in your shoe Mohammad...

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How to Deduct Your Swimming Pool and Other Home Improvements as Medical Expenses

April 17, 2019

Estimated Tax Tip Savings A swimming pool you install for medical reasons could increase your tax deductions by or more...

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Save 10% Per Year Rule of Thumb

April 15, 2019

A dream doesn t become reality through magic it takes sweat determination and hard work Colin Powell Broken rule of...

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Tax Deduction for Classic or Antique Cars Used in Business

April 10, 2019

Tax Deduction for Business Use of Classic or Antique Cars Have you considered buying an antique or a classic car...

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Broken Rules of Thumb: The Life Insurance Lie

April 7, 2019

A son can bear with equanimity the loss of his father but the loss of his inheritance may drive him...

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