How PracticeCFO Helps Dentists Invest with Purpose, Not PanicThe financial markets never stop moving. News about rate cuts, stock surges, inflation reports, and global tensions can make even confident investors second-guess their next move. For dentists, whose time and energy are already divided between managing patients, staff, and practice growth, the added stress of volatile markets can easily lead to emotional decisions. At […]
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Why Following the S&P 500 Blindly Could Be Risky for DentistsThe 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 InvestmentsEvery 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 ChildrenIntroduction 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 DentistsIntroduction 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 MomentBy 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 DollarsDental 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 ShouldAt 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 KidsDentists 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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