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 Following the S&P 500 Blindly Could Be Risky for Dentists

The S&P 500 is often treated like the gold standard of investing. For many dentists, it feels like the simplest, safest way to build wealth. Put your money in an index fund, let it grow, and watch your balance rise over time. That approach worked well in past decades, but today’s S&P 500 looks very […]

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How Fed Rate Cuts Impact Dentists and Their Investments

Every time the Federal Reserve meets, headlines fill with talk of rate cuts or hikes. While it may sound like background noise, those decisions quietly shape everything from your savings account to your dental practice loan. For dentists who are both business owners and investors, understanding what these rate movements mean can help you make […]

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The Secret to Turning Payroll Into a Tax-Free Gift for Your Children

Introduction Most dentists work tirelessly to provide for their families, but many overlook a powerful tax strategy that can both reduce their IRS bill and help their children build long-term wealth. It may sound unusual, but putting your kids on your practice’s payroll can be one of the smartest financial decisions you make. This strategy […]

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Why Small Tax Strategies Add Up to Big Wealth for Dentists

Introduction Most dentists want financial freedom. They picture running a thriving practice, retiring comfortably, and having the flexibility to support their families without worry. Many believe this requires one big break or a single powerful tax loophole. The reality is different. Lasting wealth is rarely the result of one major move. It is built by […]

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Q4 Market Checkup for Dentists: Bonds, Stocks, and Why International Is Having a Moment

By Wes Read, with Brandon Hobson & Paul Lipcius — The Dental Boardroom Once a quarter, we zoom out on the economy and ask two questions every practice owner cares about: What’s happening in markets? and What should I do about it? In Episode 130, Chief Investment Officer Brandon Hobson and Investment Committee member Paul […]

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The Hidden Power of 529 Plans: How Dentists Can Fund College with IRS Dollars

Dental practice owners are no strangers to high income—and equally high taxes. Many dentists work long hours to provide for their families, but too often, they allow the IRS to take more than its fair share. The result? Less money to put toward the things that matter most, like sending their kids to college debt-free. […]

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Would You Pay Your Kids $15,750 a Year? Here’s Why Dentists Should

At first glance, the idea of paying your kids nearly $16,000 a year might sound extravagant—or even crazy. But for dentists who own their practice, this is one of the smartest, IRS-approved strategies to reduce taxes, keep money in the family, and build wealth for future generations. In fact, for 2025, the magic number is […]

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Turn Allowance Into Wealth: How Dentists Can Fund Roth IRAs for Kids

Dentists work tirelessly to build profitable practices, but when it comes to taxes and long-term wealth, many miss one of the simplest strategies available: using your practice payroll to create tax-free retirement accounts for your kids. Instead of handing over an allowance, what if you could legally pay your children through the practice, save thousands […]

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Step-by-Step: How Dentists Can Put Kids on Payroll and Slash Taxes

As a dentist, you’ve worked hard to build your practice, serve patients, and create financial stability for your family. But when it comes to taxes, you may feel like the IRS takes more than its fair share. What if there were a way to legally redirect thousands of dollars each year away from the IRS […]

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What our clients say

My husband and I recently purchased our second practice with PracticeCFO’s help. When we bought our first, we did not do enough ‘due diligence’ and ended up quite surprised after the transition.

For the second office we worked with Greg Maravilla at PracticeCFO. He helped us evaluate multiple practices and did the final thorough evaluation of the practice we ended up buying. Deb Eatros conducted a thorough review of the charts. She gave us a full breakdown of what we were getting into and helped us work around some issues.

We are very thankful to the team at practice CFO for their knowledge and expertise. I highly recommend them for anyone who is looking for help purchasing a practice!

Scarlet S

La Palma, CA

There are too many good things to say about Wes and his team at PracticeCFO. As a new dentist entering into the real world of running a practice, they have gone above and beyond to help guide me and teach me. They made my buy-in smooth, and continue to help keep us running efficiently. The personal financial planning runs hand-in-hand, and they help make everything flow easily from my practice to my personal life and future.

Chris M

San Diego, CA

Best Dental Accounting Team in the West! Always responsive and on top of everything. My practice has really grown since I decided to use them about 5 years ago. The metrics and planning meetings are always thought provoking and inspirational as a business owner. Would not use anyone else!

Josh S

Los Angeles, CA

As a dentist and business owner, I know what I’m good at and passionate about, and I know what I’m not so passionate about. I want to focus on doing dentistry and to do that I know I need a team of people around me to make sure all is good. PracticeCFO is as good as it gets.

John J

San Diego, CA

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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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Investment advisory services are offered through PracticeCFO Investments, an SEC-registered investment advisor.

This site is published for residents of the United States only. Investment advisor representatives of PracticeCFO Investments may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed. To access our Client Relationship Summary, please go here. To access our ADV, please go here.

Links to third-party websites are provided for convenience only. PracticeCFO Investments does not endorse nor support the content of third-party links. PracticeCFO Investments is not responsible for the content of a third-party website. By clicking on a third-party link, you will leave this website where privacy and security policies may differ from those practiced by PracticeCFO Investments.

Our blogs and podcasts are intended for educational purposes only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. Nothing in our blog posts or podcasts constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. PracticeCFO Investments is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.

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