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.
Effective 9.14.23, the IRS has announced an immediate halt to the processing of new ERC filings. This moratorium has been put in place to help the IRS better target fraudulent ERC filings, which have risen to alarming rates since the program's inception. With a stronger focus on compliance, this moratorium is intended to 1) track down […]
Many dentists are receiving proposals from DSOs to purchase their practice. These proposals are more complicated than a traditional practice sale. On surface, they generally look very appealing. However, there are various factors to consider when determining if the proposal is, in reality, a good one (or not). These factors include: At this year's annual Dykema Conference, DSO […]
After a three-year pause on federal student loan payments, September 1st marked the first significant step toward restarting the process: borrowers will once again see interest accrue on their loan balances. The milestone comes one month ahead of the next major date for millions of American borrowers: October 1st, when most payments will resume. Here’s what […]
We’ve seen a consistent trend toward consolidation in the dental space for the last 15 years. But coming out of the pandemic, the DSO marketplace is changing. And if you’re thinking about selling your practice to a Dental Service Organization, it’s useful to understand the different deal structures available to you. So, how are DSO […]
The Tax Cuts and Jobs Act (TCJA) of 2017 imposed a $10,000 limitation on the amount of state and local taxes (SALT) that taxpayers can deduct on their federal income taxes for the tax years 2018 - 2025. This has had a significant impact on taxpayers in states with high SALT burdens, such as California, […]
If you have filed for the Employee Retention Credit (ERC), you likely have also had some IRS notices darken your doorstep. These notices paint a concerning picture that your ERC amendment forms (941x) are on hold until further action is taken. Despite this bleak notice, we'd like to reassure everyone who filed with us that your ERC […]
In a significant blow to the Biden administration's student loan forgiveness plan, the Supreme Court has ruled against its implementation. The court's decision, which came down in a 6-3 vote, deemed the proposed student loan forgiveness program as unconstitutional, stating that the President does not have the authority to unilaterally cancel federal student loan debt. […]
You’ve got to be pretty smart to be a dentist. You went to college, excelled in a difficult major like biochemistry, physics or molecular biology and made it through dental school. But then you were thrown out into the real world, where it takes more than clinical mastery to run a successful practice. And even […]
What’s the smartest way to invest your money to win in the long term? Dental practices benefit from being in an industry that is mostly recession proof. But can you build an investment portfolio that will also survive an economic downturn? Brandon Hobson, CFA®, CPA serves as Chief Investment Officer at PracticeCFO. On this episode […]
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Fighting the Fraud: Breaking Down the ERC Moratorium
Items to Consider When Entertaining a DSO Sale
They're Back: Student Loan Payments Resume & Interest Accrues
New Podcast! The Evolution of Deal Structures in the DSO Space
New Pass-Through Entity (PTE) Payment Programs Aim To Address SALT Limitations
Employee Retention Credit (ERC) Update: A Tangled Web
Student Loan Update: No Forgiveness, But Perhaps a SAVE-ing Grace
New Podcast! Five Dumb Things That Smart Dentists Do, featuring Dr. Richard Madow
New Podcast! PracticeCFO’s Diversified Approach to Investing
