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Latest news & blog posts

PracticeCFO is committed to providing customized financial advice to dental practices and their owners. Below are our recent posts designed to keep you in-the-know.
Why You Should Review Your Monthly CFO Analysis Report
At PracticeCFO, we dedicate significant time and expertise to creating customized financial reports tailored to your dental practice. These reports are designed to provide deep insights into your practice’s financial health, helping you make informed business decisions each month. Our two primary reports are: One of the most valuable sections of the CFO Analysis report […]
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Why PracticeCFO is Moving More Clients from Schwab to Vanguard’s 401(k) Plan
At PracticeCFO, we’re always looking for ways to improve retirement benefits for our clients while ensuring compliance with complex ERISA laws. That’s why we’re transitioning more clients from Schwab’s pooled 401(k) option to Vanguard’s participant-directed plan—a move that benefits both practice owners and their employees. Why Vanguard? What This Means for Your Practice By moving […]
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Why Dental Practice Owners Should Use Rippling’s Time & Attendance Module
As a dental practice owner, you know that managing your team’s payroll and compliance can be a challenge—especially when your practice management software, like Dentrix or Eaglesoft, doesn’t enforce state and local labor laws. This leaves your practice vulnerable to payroll errors, compliance risks, and potential penalties. That’s where Rippling’s built-in Time & Attendance module […]
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The Future of Dental Staffing: Key Trends Shaping the Industry
The dental industry is undergoing a significant transformation, and staffing trends are at the forefront of this shift. As practices adapt to technological advancements, changing workforce preferences, and evolving business models, staying informed about these trends is crucial for maintaining a thriving practice. At PracticeCFO, we understand the financial and operational challenges that come with […]
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Why Dentists Get Limited Benefit from the R&D Tax Credit Under the New Amortization Rules
The Research and Development (R&D) tax credit has long been a valuable incentive for businesses investing in innovation. However, recent changes to tax law have significantly reduced its benefit for most dental practices. Specifically, under the new amortization rules introduced by the Tax Cuts and Jobs Act (TCJA) of 2017 (effective in 2022), expenses eligible […]
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Avoiding the Section 179 Tax Trap: Why Timing Matters for Doctors
At PracticeCFO, we specialize in helping doctors maximize their financial efficiency while avoiding costly tax mistakes. One of the most powerful tax-saving tools available is the Section 179 deduction, which allows for the immediate expensing of qualifying business equipment like dental chairs, imaging machines, and office technology. However, while this deduction can be incredibly beneficial, […]
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The Hidden Risks of Meme Coins: Why Dentists Should Steer Clear
In today’s digital world, the lure of easy money has led many investors—including dentists—toward highly speculative assets like meme coins. These cryptocurrencies, often inspired by internet jokes and viral trends, can experience dramatic price spikes. But before you dive in, it’s crucial to understand the significant risks involved. At PracticeCFO, our mission is to help […]
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Understanding the New 401(k) Automatic Enrollment Rules for Dental Practice Owners
Retirement planning just got a major overhaul, and dental practice owners need to take note. With the passage of the SECURE 2.0 Act, new regulations will soon require automatic enrollment in 401(k) and 403(b) plans for many businesses, including dental practices. Understanding these new rules, the penalties for non-compliance, and the available exemptions is crucial […]
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Leveraging Multisided Platforms for Buying and Selling Dental Practices
In the unique world of dental practice ownership, buying or selling a dental practice can be a significant milestone in a dentist's career. Whether you are a seasoned practitioner looking to expand your practice or a dentist contemplating retirement, the process of buying or selling a dental practice can be complex and daunting. However, with […]
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What our clients say
Disclaimer: The marketing materials presented on this website include testimonials that serve as reviews of PracticeCFO Investments’s products and services. PracticeCFO Investments does not compensate clients for reviews or testimonials, and PracticeCFO Investments does not provide anything of value in exchange for these reviews. PracticeCFO Investments has determined that there are no material conflicts of interest between the firm and the participant, and PracticeCFO Investments has not influenced the statement made by the client(s) appearing on this website.
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