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!

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...

READ MORE >

How to Properly Deduct Sports Team Sponsorship

May 15, 2019

Are you considering sponsoring a local sports team this year Maybe you already are The sponsorship usually entails buying the...

READ MORE >

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...

READ MORE >

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...

READ MORE >

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...

READ MORE >

Did Employee Recreation and Parties Survive Tax Reform?

April 24, 2019

You take your employees to a hotel meeting room for an all-day intensive training You buy them lunch The cost...

READ MORE >

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...

READ MORE >

How to Deduct Your Swimming Pool and Other Home Improvements as Medical Expenses—All Legal If You Do It Right

April 17, 2019

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

READ MORE >

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...

READ MORE >

Tax Deduction for Classic or Antique Cars Used in Business

April 10, 2019

Have you considered buying an antique or a classic car versus a new car as a business-use vehicle Let s...

READ MORE >

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...

READ MORE >

Planning Big Purchases: When can you afford it?

April 4, 2019

Chances are you became a dentist to help people and enjoy a comfortable life for yourself and your family The...

READ MORE >