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Latest news & blog posts

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.
What to Do With Your Building When You Retire: 3 Options for Dentist Building Owners
You spent decades building your practice. You own the building. Now retirement is on the horizon. What do you do with the real estate? In Episode 151 of The Dental Boardroom, Wes Read walks through three options — each with very different tax, income, and lifestyle implications. Here is what you need to know before […]
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How Cost Segregation Actually Works: A Real Numbers Example for Dentists
The best way to understand cost segregation is to run the numbers. In Episode 151 of The Dental Boardroom, Wes Read walks through a real-world example using a dentist collecting $1.2 million per year. Here is how the money flows. The Dental S-Corp Side Start with the dental practice, which operates as an S-Corporation: ● […]
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5 Steps to Implement Cost Segregation Correctly (For Dentists Who Own Their Building)
Cost segregation is one of the most powerful tax strategies available to dentist building owners. But the strategy only works if you set it up in the right order, with the right professionals, and with airtight documentation. Here are the five implementation steps Wes Read walks through on The Dental Boardroom EP. 151. Step 1: […]
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Dental Marketing ROI Explained: How to Track, Scale, and Grow Your Practice Profitably
Dental practices today operate in an increasingly competitive environment where simply running ads or promotions is not enough. Many dentists invest in marketing but struggle to clearly understand what they are getting in return. The key question is not: “Are we getting patients?” The real question is: “Are we getting profitable growth?” That’s where understanding […]
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Why Dental Marketing Fails: Turning Leads into Paying Patients Successfully
Dental marketing has become more competitive than ever. Practices invest in ads, promotions, and campaigns expecting a steady flow of new patients. And often, those efforts do work; the phone rings, inquiries come in, and interest is generated. But here’s the challenge many dentists face: Leads don’t turn into patients. This gap between attracting attention […]
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How to Create High-Converting Dental Offers That Actually Bring in Patients
In today’s competitive dental market, simply offering a “new patient special” is no longer enough. Many practices run promotions that fail to generate real results, not because marketing doesn’t work, but because the offer itself lacks clarity, value, or strategy. A strong dental offer can be one of the most powerful tools to attract new […]
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How to Build a Resilient Portfolio During Market Volatility: Strategies That Work
Market volatility is an inevitable part of investing. In 2026, with global conflicts, rising interest rates, and economic uncertainty, investors are once again facing unpredictable market conditions. However, volatility is not something to fear; it’s something to prepare for. A well-structured investment portfolio is designed not just to grow in good times, but to remain […]
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Federal Reserve Policy, Inflation, and Interest Rates: What Investors Should Expect in 2026
In 2026, one of the biggest forces shaping the financial markets isn’t just global conflict, it’s the decisions made by the Federal Reserve. While geopolitical tensions like the Iran conflict influence oil prices and inflation, it is ultimately the Fed’s response that determines how markets react. For investors and business owners, understanding how interest rates, […]
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How the Iran Conflict and Rising Oil Prices Are Shaping the Stock Market in 2026
Global events have always played a major role in shaping financial markets, but in 2026, the ongoing Iran conflict has become one of the most influential factors driving uncertainty. From oil price fluctuations to supply chain disruptions, investors are closely watching how this situation unfolds. For professionals and business owners, especially in the dental industry, […]
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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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