The Role of Financial Planning in Retirement for Dental Practice Owners

By Adam | July 24, 2023 |

Introduction Retirement is an important phase of life that requires careful financial planning and preparation. As a dental practice owner, it’s essential to understand the unique challenges you may face when it comes to retirement planning. It’s important to consider saving and investing, real estate ownership, dental practice transitions, succession planning, and business valuations to…

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Mitigating Tax Risks For Dental Practice Owners

By Adam | July 10, 2023 |

Tax mitigation is essential as a dental practice owner. With increased funding to the IRS, your chances of being audited are increasing, especially if you have $400,000 or more in total annual income. At the same time, taxes are also going up.  Starting in 2022, research and development (R&D) expenses previously allowed as deductible items…

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