5 Keys to Putting Kids and Family Members on the Payroll

Whether you are a small business owner or self-employed, hiring and paying your children or grandchildren is a great strategy for minimizing your tax liability and enjoying a series of secondary benefits. In addition to the potential tax advantages, hiring family members can provide a certain level of comfort and familiarity for the work environment.…

Read More

Retirement Savings : Maxed Out? Here Are 3 More Ways To Save

Maxed Out Investments

If you aggressively save for retirement, you may run into limits. The annual limits for how much you can put toward a tax-advantaged retirement plan depend on the type of plan. Below is a summary of four valuable retirement plans. An HSA A health savings account, or HSA, is a triple-tax benefit. Money goes in…

Read More

Why Small Businesses Need a Fractional CFO

If you are a small business owner, your main incentive in how you operate your company is to increase your profit margin. This places a premium of importance on sound money management and competent financial practices as you also, as needed, implement fiscal austerity measures to keep your business in the black. Small business owners…

Read More

Is the Net Investment Income Tax Still In Effect?

Net Investment Income Tax (NIIT)

What is it? The Net Investment Income Tax (NIIT) was enacted in 2013. This tax boosted IRS revenue collections by broadening its reach to unearned investment income. The official name is the “Unearned Income Medicare Contribution Tax.” That may suggest it was intended to fund Medicare however the raised funds go into the nation’s general…

Read More

5 Ways a Dental Consultant Can Help Grow Your Practice

As your dental practices grow, dentists and office managers require insight and information to make the most effective decisions.  With so many responsibilities including patient care, operational management, marketing, and bookkeeping, it isn’t unusual for dentists and office managers to feel overwhelmed as they struggle just to keep up with the daily operation of their…

Read More

Why Tax Planning is So Important for Dental Businesses

Tax planning is critical for dental businesses wanting to mitigate their liabilities and risks. It is especially the case when you consider nearly all business transactions are taxed. As you go about tax planning, it is imperative to know and be current with all tax law changes in effect and understand how they could impact…

Read More

Oops, I Missed my Estimated Tax Payment!

oops, missed estimated tax deadline

Date Extension The IRS extended the filing deadline to May 17, 2021, but did not extend the April 15 deadline for 2021 first quarter estimated tax payments, which has caused some confusion. Your accountant told you to make an estimated tax payment toward this year’s taxes, but you missed making the payment on April 15th. …

Read More

What Every Dentist Needs to Know to Maximize Tax Benefits

We have the privilege of working with many dental practices through our business consulting, accounting, bookkeeping, and tax preparation services. And we estimate that a large percentage of dental professionals pay taxes in excess of what is required by law. Why? Because they do not take full advantage of all the opportunities provided by the…

Read More