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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!

3 Most Common Financial Mistakes Dentists Make

February 19, 2024

By Taylor Richardson CRPS AIF Financial Advisor Are you making these mistakes Learn about three common mistakes dentists make that...

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Dentists: Considering Dropping Insurance? Here’s What to Know

February 12, 2024

By Leigh Ann Faight Upstream Dental Practice Coaching If You Are Working Harder By Seeing More Patients But Not Seeing...

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Too Much Student Debt to Buy a Dental Practice?

January 18, 2024

By Ben Stone Director of Business Development As dentists graduate from school with ever greater student loan debt some may...

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Make Sure Your Deductions are Allowed – 2023 Tax Savings Tips for Dentists

January 18, 2024

By Drew Hinrichs CPA CEO of Engage Advisors Most people have a general sense for the type of deductions the...

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Where is Your Money Going?

January 4, 2024

By Taylor Richardson CRPS AIF Financial Advisor The beginning of a new year is a time for fresh starts something...

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Hygienist Procedures – What’s Legal and How to Know

January 4, 2024

By Blain Lagergren Attorney The dental hygienist profession has grown far beyond teeth cleaning and polishing Today dental hygienists are...

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Why Are Dentists Scared to Hire a Financial Advisor?

December 6, 2023

By Taylor Richardson CRPS AIF Financial Advisor As someone who partners with a dental CPA firm I have come to...

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The 6 Essential Investment Principles for Dentists

December 6, 2023

By Taylor Richardson CRPS AIF Financial Advisor The purpose of investing is to build wealth In our work with dentists...

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How the Inflation Reduction Act Impacts Dentists

November 1, 2023

By Gulzar Ahmed Client Advisor amp Chicago Office Director The Inflation Reduction Act IRA passed by Congress in was an...

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Identify and Stop Overspending in Your Dental Practice

November 1, 2023

By Gulzar Ahmed Client Advisor amp Chicago Office Director Recently we talked about how cash is king and why it...

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Continuing Compliance for Dental Practices

October 30, 2023

If you ve already filed your Beneficial Ownership Information BOI report it s important to stay informed about other tax...

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When Should Dental Practice Owners Change Business Entity?

September 18, 2023

By Drew Hinrichs CPA CEO of Engage Advisors When you imagined what it would be like to own a dental...

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Got questions on the Corporate Transparency Act? Learn more about the new federal BOI requirements. Save time and hire us to file it for you.

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