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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!

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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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...

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Did Employee Recreation and Parties Survive Tax Reform?

April 24, 2019

Maximizing Tax Deductions for Employee Entertainment You take your employees to a hotel meeting room for an all-day intensive training...

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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...

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How to Deduct Your Swimming Pool and Other Home Improvements as Medical Expenses

April 17, 2019

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

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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...

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Tax Deduction for Classic or Antique Cars Used in Business

April 10, 2019

Tax Deduction for Business Use of Classic or Antique Cars Have you considered buying an antique or a classic car...

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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...

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Planning Big Purchases: When can you afford it?

April 4, 2019

Achieve Financial Predictability Smart Decisions for Dentists Chances are you became a dentist to help people and enjoy a comfortable...

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Control Your Destiny: How to Maximize Professional Relationships For Your Best Future

April 1, 2019

Destiny in Relationships Read any number of self-help books articles or videos and they have you convinced that you can...

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Will Hiring the Wrong Team Damage Your Dental Practice?

March 27, 2019

Hiring a team member can be a daunting process How do you handle it Do you hire the first person...

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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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