The Rise of AI in Dentistry: Why Now Is the Time to Adopt Intelligent Tools in Your PracticeThe world of dentistry is undergoing a quiet revolution—one not driven by drills or scalers, but by algorithms and intelligent software. Artificial Intelligence (AI), long talked about in tech circles, is now making meaningful inroads into dental practices. And it’s not just theoretical. Tools like Overjet AI are being used right now to help dentists […]
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AI in DentistryWhat Is AI—and Why Does It Matter in Dentistry? This article expands on themes introduced in the Author’s Podcast Show called “The Dental Board Room,” and is releasing an eight-part series titled “AI in Dentistry.” At its core, AI refers to machines and software that can simulate human intelligence—learning from data, making predictions, and improving […]
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The Second Location Trap: What Dentists Should Know Before ExpandingFor many dentists, owning and operating a thriving single-location practice is a major professional milestone. After years of hard work building a loyal patient base, a great team, and a profitable operation, it’s natural to think, “Why not do this again?” The idea of expanding to a second location is tempting—and on paper, it often […]
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Stay the Course: Why Market Discipline Wins in the Long RunAt PracticeCFO, we manage over $350 million in client assets, and one thing has become abundantly clear through every market cycle: discipline is the key to successful investing. With recent market volatility spurred by tariff concerns and global economic uncertainty, it's natural to feel uneasy. But reacting emotionally to short-term fluctuations often does more harm […]
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Why a Market Downturn Could Be the Perfect Time for a Roth IRA ConversionWhen the stock market takes a dip, most investors feel the sting of watching their portfolio balances decline. But for savvy planners, a market downturn can open the door to a smart tax strategy: converting a traditional IRA to a Roth IRA. Here’s why making this move when the market is down can pay off […]
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Stock Valuations are Back in FocusThe stock market has been experiencing a notable rotation from growth to value stocks, which has recently gained momentum. The rotation is characterized by investors moving away from high-flying, richly valued growth stocks, particularly in the technology sector, which has dominated market performance in recent years, toward undervalued/stable value stocks. This rotation has been significant, […]
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IRS Workforce Reduction and Its Impact on Audit RiskBy Maya Kosa: Tax Director PracticeCFO As part of the federal government's effort to reduce its workforce, the IRS is letting go of 6,000 employees from its current staff of 100,000. Many of these employees were recently hired to focus on audits. Despite this downsizing, the likelihood of a face-to-face field audit has been—and will […]
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Watch Out for Crypto Scams!At PracticeCFO, we’ve seen a growing interest from our clients in cryptocurrencies over the past few years. With the new Trump administration’s pro-crypto stance, we see no slowdown in the proliferation of crypto coins. And with that proliferation comes a sharp rise in the types and frequency of crypto scams. The lure of high returns […]
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Why You Should Review Your Monthly CFO Analysis ReportAt 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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