New Podcast! The Evolution of Deal Structures in the DSO SpaceWe’ve seen a consistent trend toward consolidation in the dental space for the last 15 years. But coming out of the pandemic, the DSO marketplace is changing. And if you’re thinking about selling your practice to a Dental Service Organization, it’s useful to understand the different deal structures available to you. So, how are DSO […]
View Article
New Podcast! Five Dumb Things That Smart Dentists Do, featuring Dr. Richard MadowYou’ve got to be pretty smart to be a dentist. You went to college, excelled in a difficult major like biochemistry, physics or molecular biology and made it through dental school. But then you were thrown out into the real world, where it takes more than clinical mastery to run a successful practice. And even […]
View Article
PCFO Podcast Feature! How to Determine Your “Break-Even” as a Dental Practice Owner, with Chuck Blakeman & WesIt was an honor to once again be featured on Chuck Blakeman's Get Off The Treadmill Podcast! Tune in as Wes and Chuck navigate the world of breaking even in a dental practice. Lots of important accounting content in this episode that practice owners should be aware of. Listen here! To check out Wes's other […]
View Article
Retirement Ready: What You Need To Know About The Secure Act 2.0The Secure Act 2.0 was signed into law in late December 2022 and builds upon the earlier "Setting Every Community Up for Retirement Enhancement" (SECURE) Act of 2019. This legislation enacts dozens of retirement-related provisions for employees and employers alike. The Secure Act 2.0 empowers individuals to save for retirement, improves the rules surrounding retirement, and […]
View Article
Why You'll Regret Last-Minute Tax PlanningWith a month or two left in the year, it hits us. That dreadful tax season is nearly here. We immediately contact our CPA to find out what last-minute tax strategies and loopholes are available this year. The truth is, your CPA knows that there aren't many viable options left at this point. While certain timing-related tax strategies can be implemented late […]
View Article
Navigating Insurance Networks To Your AdvantageA couple of clients have told me recently that they’d been getting 80+ new patients per month, which sounds great! Of course the influx made them feel busy and hectic, but more patients is better…. right? Turns out, 90% of the new patients were Delta PPO patients. The patients’ original office had gone out of network […]
View Article
The Stock Market in 2022: Our Review, and What To Expect in 2023Let's review the 2022 stock market. Last year was a winning year for the diversified portfolio. International stocks outperformed the U.S. stock market, despite the U.S. dollar strengthening. Short-duration bonds outperformed long-duration bonds due to the rapid rise in interest rates. Quality, high-dividend-paying stocks outperformed the overall stock market by a wide margin. Inflation raged across the globe in […]
View Article
What You Need To Know On The Latest REPAYE ChangesThe 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 […]
View Article
New Podcast! Diving Into Delta Dental Insurance, featuring Joanne TannerWe 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. […]
View Article
Start Planning! The IRS's Latest Increases To Your Retirement SavingsWith 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.
View Article
