Retirement Planning for Dentists: Key Financial Strategies
Learn how dentists can overcome retirement fears, manage dental school debt, and choose the best retirement plans like 401(k), profit-sharing, and cash balance plans to secure their future.
Archived Newsletters
The Pitfalls of “Working Interviews” for Dental Associates and Practice Owners
In the world of dentistry, finding the right associate to join your practice is a crucial decision that can impact the success and reputation of your business. Many practices opt to conduct “working interviews” as part of the hiring process.
The Collapse of Cryptocurrency Exchange FTX
The Collapse of Cryptocurrency Exchange, FTX, is Further Confirmation that Investors Should Avoid Speculating in Cryptocurrencies Altogether
Should I Get A Claims-Made or Occurrence-Based Insurance Policy?
We get asked this question a lot. There is no right or wrong answer, but here are a few things you should consider when making your decision.
Common Practice Transition Structures
All practice transitions are not alike. It is important to work with an attorney who is experienced in dental and dental specialty transactions to ensure a smooth, comprehensive, and legally valid practice transition.
Steps to Take When Selling Your Dental Practice
You have worked hard, and it’s time to start planning to sell your practice. Whether you are thinking of selling in a year, or ten years, now is the right time to start planning.
R&D Tax Credit Requirements
Section 41 of the tax code provides a tax credit for certain qualified research expenses (“QRE”). A QRE includes any in-house research expenses (i.e. wages, supply costs) and contract research expenses (i.e. third-party expenses) paid or incurred by the taxpayer during the taxable year in carrying on any trade or business of the taxpayer.
Domestic Asset Protection Trusts
You’ve probably seen the news that a multi-year investigative journalist project released a trove of documents called the Pandora Papers. The project linked hundreds of politicians and other high-profile people to offshore trusts and shell companies used to conceal…
How to Use a Second to Die Life Insurance Policy
How to Use a Second to Die Life Insurance Policy. This is insurance that identifies two insureds and pays off on the death of the second one.