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.
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 […]
No, we're certainly not talking about our accounting team here at PracticeCFO. So what exactly do we mean by the title? Say you're not a client of PracticeCFO, and instead you are a dentist looking to be financially independent. However you are relying solely on your accountant/ CPA to help you with this. You don't have somebody who is uniquely qualified […]
We're thrilled to introduce Chuck Blakeman to our latest episode of The Dental Board Room! Chuck is a best-selling author, entrepreneur, TED speaker, and founder of the Crankset group. Listen in as we talk about defining the relationship between our roots and our fruits, the importance of proper motive when running our business, the relationship […]
The American Dental Association is advising dentists and their staffs to be on the alert for possible internet security risks. As a business owner during the most robust technological era in history, the importance of utilizing best practices around cybersecurity protocol is at an all-time high. It is estimated that 45 million people were affected […]
If you are a PracticeCFO client, that means your payroll is managed by us through myPay Solutions. Did you know that you're able to set up PTO tracking through their system as well? Our amazing MPS Specialist, Ginger Monroe, has contributed the rundown below to help walk you through the process. Setting Up PTO Tracking On […]
Student loan forgiveness has been halted by the courts. On October 21st, a federal appeals court temporarily blocked President Biden’s student debt relief program from moving forward while the court considers a bid for an injunction by six Republican-led states that want the program nixed. While it is unknown when the court will decide the case, it has […]
13400 Sabre Springs Parkway, Suite #255, San Diego, CA 92128
The company
Solutions
Newsletter
Subscribe to our newsletter to receive news, updates, and valuable tips.
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.
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.
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all PracticeCFO clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
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!
Why Your Accountant Is Your Worst Enemy
New Podcast! Why Are You In Life, Featuring Chuck Blakeman
Cybersecurity: How To Keep My Patient Records Safe
Setting Up PTO Tracking On MyPay Solutions
Student Loan Forgiveness: What's Next?
