Tune in to our podcast series: The Dental Board Room
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Pull up a chair in The Dental Board Room

PracticeCFO is committed to providing customized financial advice to dental practices and their owners. Our podcast series, The Dental Board Room, is designed to keep you in the know with expert-driven interviews on the latest industry news. 

Tune in to our episodes below!
The Hidden Ceiling: How Doctors Cap Their Own Practice Growth
Most dentists are brilliant clinicians, but somewhere between $1M and $3M in collections, growth stalls. Not because of skill, not because of ambition, but because every decision still runs through the doctor. In this Executive Session, Wes sits down with practice management consultant Megan Shelton (Shelton Solutions) and marketing strategist Michael Anderson (Wondrous) to break […]
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Cost Segregation Tax Strategy for Dentists - Part 5
The final episode of the cost segregation series. Wes covers the grouping election, the one tax election that determines whether building losses can offset practice income or get suspended indefinitely. Includes the self-rental asymmetry, how to execute the election, five pros, six cons, and when to make it. Key Topics Covered 1. The Self-Rental Asymmetry […]
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Cost Segregation Tax Strategy for Dentists - Part 4
In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, delves into the advanced mechanics of cost segregation and how dentists can use it strategically to optimize long-term tax outcomes. He explains the key differences between bonus depreciation and Section 179, explores how state tax rules can […]
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Cost Segregation Tax Strategy for Dentists - Part 3
In Part 3 of the Cost Segregation series, Wes Read shifts from theory to execution. He walks through the five concrete implementation steps every dentist must follow to set up the strategy correctly, runs a detailed numerical example showing exactly how the money flows between the dental S-Corp and the real estate LLC, covers how […]
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Cost Segregation Tax Strategy for Dentists: Part 2
In Part 2 of this series, Wes Read builds on the cost segregation foundation from Part 1 to cover the critical structural decisions every building-owning dentist must get right. He opens with a firm warning against holding your building inside your S-Corporation, walks through the correct two-entity structure, and then dives into passive activity rules […]
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Cost Segregation Tax Strategy for Dentists - Part 1
In this episode, Wes Read walks dentists through one of the most powerful and underutilized tax strategies available to building-owning dental professionals: cost segregation. With a focus on education and practical application, Wes explains how the two-entity structure (dental S-corp + real estate LLC), combined with a formal cost segregation study, can generate massive upfront […]
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Why Your Marketing Campaigns are Falling Flat
In this executive session of The Dental Boardroom Podcast, Wes Read is joined by Michael Anderson (Wondrous) and Megan Shelton (Shelton Solutions) to break down one of the most misunderstood drivers of practice growth: marketing offers. The conversation goes far beyond “$99 new patient specials” and explores what truly makes an offer effective in today’s […]
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2026 Q1 Financial Market Update: Iran and Your Investment Portfolio
In this Episode  of Dental BoardRoom Podcast, host Wes Read sits down with Brandon and Paul to break down the biggest forces currently shaping the market, from geopolitical tensions with Iran to Federal Reserve policy and overall stock market resilience. The discussion explores how global conflict, particularly disruptions in energy supply, can ripple through inflation, […]
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Who Owns Dentistry
In this episode of the Dental Boardroom Podcast, Wes Read continues his analysis of the ADA Health Policy Institute 2024 study, focusing on one of the biggest shifts in modern dentistry who actually owns the industry today. This episode dives deep into the rise of Dental Service Organizations (DSOs) and compares them with traditional private […]
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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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