Accidents Happen – Are You Adequately Insured?
By Taylor Richardson CRPS AIF Financial Advisor Studies show that one in four dentists are likely to become disabled for...
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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!
The Backdoor Roth IRA Conversion
The Loophole Roth IRA accounts have been discussed in a previous blog cleverly titled Roth IRA Basics One of the...
Top 4 Tax Saving Tips for Dentists
By Justin Pothoven CPA Client Advisor and Kansas City Office Director It is never too early to start planning for...
Fair Health Is Giving Insurers an Unfair Advantage Over Providers
by Shelley DeGroff Founder and CEO of PPO Advisors At PPO Advisors we like to keep our clients informed about...
Why You Shouldn’t Be Your Own Financial Advisor
You can do a lot of things online in this digital age that you probably would have hired a professional...
Tax Planning – It’s Never too Late or Early to Get Started
by Gulzar Ahmed Client Advisor Some people are inclined to put off talking with their dental CPA firm because they...
How to Protect Yourself – The Risk of Partnering with Private Equity Firms (Part 3)
by Spencer Wesley Realtor Dental Practice Broker This is the third in a series that talks about the risk of...
Happy Dentists Trust Their Numbers with Dental CPAs and Accountants
By Susan Nevenhoven Client Advisor As a practice owner what would make you happy Lowering your production costs increasing productivity...
Rolling the Dice – The Risk of Selling to Private Equity Firms (Part 2)
By Spencer Wesley Realtor Dental Practice Broker In my last blog I highlighted some of the risks dentists face when...
Why More Dentists Are Switching to Dental CPA Firms
By Justin Pothoven CPA Client Advisor I joined a dental CPA firm because I wanted to do more than just...
PPO Contracts: What You Don’t Know Could Be Hurting You
Intro by Drew Hinrichs In today s market practice owners are losing ground as insurance companies constantly invent new ways...
Too Good to Be True? Ask Partner Dentists Who Weren’t Paid Their Earnouts from Corporate Dental
By Spencer Wesley Over the last few years we ve seen a spike in the growth of corporate dentistry fueled...
Attention Young Dental Professionals – Here’s Why It’s a Great Time to Start Saving for Retirement
By Taylor Richardson CRPS AIF Financial Advisor As you graduate from dental school and begin your career the last thing...