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!

Bond Percentage Rule of Thumb

February 25, 2019

We are made wise not by the recollection of our past but by the responsibility for our future George Bernard...

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IRS Finalizes Section 199A Regulations And Defines QBI

February 22, 2019

If you operate a pass-through business such as a proprietorship partnership or S corporation new tax code Section A offers...

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The 4% Rule Of Thumb

February 18, 2019

I always like to look on the optimistic side of life but I am realistic enough to know that life...

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Profit First For Dentists: What Are 10/25 Allocations?

February 13, 2019

As the exclusive home of Profit First for Dentists Engage Advisors wants you to have a deep understanding of the...

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IRS Clarifies Net Capital Gains In Final 199A Regulations

February 7, 2019

Net Capital Gains In Final A Regulations Good news The IRS in its final regulations on the new percent tax...

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Analyzing inflation

February 4, 2019

Back in my day for cents I could spend the afternoon at the movie theater and get popcorn a candy...

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A Helpful Q&A: De Minimis Or 179 Expensing Or Bonus Depreciaction?

January 30, 2019

A helpful Q amp A De Minimis or Expensing or Bonus Depreciation Question Does the new Tax Cuts and Jobs...

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Breaking Financial Rules Of Thumb, Part II: Stock Market Returns

January 28, 2019

Don t lower your expectations to meet your performance Raise your level of performance to meet your expectations Expect the...

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Make Annual Profit With Profit First Strategy

January 23, 2019

Mastering your cash flow takes time Some dentists are unsure if they have even made a profit until the year...

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Breaking The Top 8 Financial Rules Of Thumb, Part I

January 21, 2019

Rule of Thumb a principle with broad application that is not intended to be strictly accurate or reliable for every...

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Profit First & Parkinson’s Law

January 16, 2019

Engage Advisors is the proud home of Profit First for Dentists As we outlined in last week s blog The...

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Review, Reduce And Possibly Reconsider Your Insurance

May 2, 2022

Piggybacking off my last blog post about reviewing your budget one of the most commonly overlooked items in a budget...

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