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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.
The Second Location Trap: What Dentists Should Know Before Expanding
For 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 Run
At 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 Conversion
When 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 Focus
The 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 Risk
By 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 Report
At 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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Why PracticeCFO is Moving More Clients from Schwab to Vanguard’s 401(k) Plan
At PracticeCFO, we’re always looking for ways to improve retirement benefits for our clients while ensuring compliance with complex ERISA laws. That’s why we’re transitioning more clients from Schwab’s pooled 401(k) option to Vanguard’s participant-directed plan—a move that benefits both practice owners and their employees. Why Vanguard? What This Means for Your Practice By moving […]
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Why Dental Practice Owners Should Use Rippling’s Time & Attendance Module
As a dental practice owner, you know that managing your team’s payroll and compliance can be a challenge—especially when your practice management software, like Dentrix or Eaglesoft, doesn’t enforce state and local labor laws. This leaves your practice vulnerable to payroll errors, compliance risks, and potential penalties. That’s where Rippling’s built-in Time & Attendance module […]
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The Future of Dental Staffing: Key Trends Shaping the Industry
The dental industry is undergoing a significant transformation, and staffing trends are at the forefront of this shift. As practices adapt to technological advancements, changing workforce preferences, and evolving business models, staying informed about these trends is crucial for maintaining a thriving practice. At PracticeCFO, we understand the financial and operational challenges that come with […]
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What our clients say
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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