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

August 21, 2019

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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Impact of Death, Retirement, and Disability on the 179 Deduction

August 7, 2019

What tax effect would death retirement or disability have on you or your business Here s an easy example to...

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Proven Tax Reduction Strategies for Sole Proprietors

July 25, 2019

If you operate your business as a sole proprietorship there are many strategies to reduce your taxes Let s start...

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How to Deduct Cruise Ship Conventions, Seminars, and Meetings

July 10, 2019

The IRS considers all ships that sail cruise ships In your lawmakers were attempting to give the U S cruise...

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Q&A: Can the IRS Require Odometer Readings with the Mileage Rate?

July 3, 2019

Question Let s say you are under IRS audit for business mileage You claimed business miles at the IRS optional...

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Update on New Court-Approved Way to Defeat IRS Penalties

June 19, 2019

Like you we at Engage Advisors don t like IRS penalties That s why we keep you up to date...

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Avoid This Super-Costly Mistake with Your Payroll Taxes

June 12, 2019

Let s say you paid your payroll taxes Is there any way you would have to pay those same payroll...

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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

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