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.
With a month or two left in the year, it hits us. That dreadful tax season is nearly here. We immediately contact our CPA to find out what last-minute tax strategies and loopholes are available this year. The truth is, your CPA knows that there aren't many viable options left at this point. While certain timing-related tax strategies can be implemented late […]
After the Supreme Court’s historic hearing on February 28th that will determine the fate of President Joe Biden’s student loan forgiveness initiative, millions of borrowers are anxiously awaiting updates. Biden’s plan, if it goes forward, would eliminate $10,000 in federal student loan debt for borrowers who earned under $125,000 in income in 2020 or 2021 ($250,000 if […]
As you’ve probably heard, Silicon Valley Bank went into receivership with the FDIC on March 10, 2023. Effectively, the bank failed as it could not meet customer withdrawal demands. That following Sunday, a second institution, Signature Bank went under as well. These events have caused some panic as investors fear a widespread “contagion” event followed by […]
A couple of clients have told me recently that they’d been getting 80+ new patients per month, which sounds great! Of course the influx made them feel busy and hectic, but more patients is better…. right? Turns out, 90% of the new patients were Delta PPO patients. The patients’ original office had gone out of network […]
Let's review the 2022 stock market. Last year was a winning year for the diversified portfolio. International stocks outperformed the U.S. stock market, despite the U.S. dollar strengthening. Short-duration bonds outperformed long-duration bonds due to the rapid rise in interest rates. Quality, high-dividend-paying stocks outperformed the overall stock market by a wide margin. Inflation raged across the globe in […]
The Biden Administration has just announced significant regulatory changes intended to reduce the cost of federal student loan payments for borrowers. The Education Department’s proposed rules would revise one of its existing income-driven repayment plans — known as REPAYE — in which borrowers’ monthly payments are tied to their income and family size, and after a […]
We welcome back Joanne Tanner to The Dental Board Room, this time taking a deep dive into the world of Delta dental insurance. Sit back and listen to Joanne's expertise on practice growth and profitability, and make sure to learn more over at Tanner Management. Hosted by our very own senior CFO advisor and firm partner, Greg Maravilla. […]
With the new year around the corner, the IRS has issued new maximums for retirement plans and other tax-advantaged contributions, like HSAs. The new maximums are a significant jump in your ability to save for retirement and reduce taxes. Your CFO Advisor will help you make the most of these in the upcoming year.
Welcome to your tour of PracticeCFO! We're thrilled to premiere our new client services demo, led by our very own CEO & founder, Wes Read. This video provides a thorough glimpse into what it means to be a client of ours. Why does our service model work? How do we effectively accelerate the path to financial independence? And how exactly […]
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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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.
Why You'll Regret Last-Minute Tax Planning
The Latest on Biden's Student Loan Forgiveness Plan & COVID Deferment
The SVB Collapse: Secure With Schwab
Navigating Insurance Networks To Your Advantage
The Stock Market in 2022: Our Review, and What To Expect in 2023
What You Need To Know On The Latest REPAYE Changes
New Podcast! Diving Into Delta Dental Insurance, featuring Joanne Tanner
Start Planning! The IRS's Latest Increases To Your Retirement Savings
Your PracticeCFO Tour: Check Out Our Demo Video!
