January 15, 2023 - Volume 2


  • Recession-Proofing Your Practice
  • Qualified Opportunity Funds
  • Collecting Payment: A Key Touchpoint
  • Tax-Savvy Ways to Pay for K-12 Private School
  • When Does Your Minor Child Have to File a Tax Return?
  • How Big is Your Umbrella Insurance Policy?
  • Advice to Young Doctors - Building Trust is Paramount

Recession-Proofing Your Practice

If you’re losing sleep worrying about an impending recession and its impact on your practice, that’s understandable. Talk of a current or impending recession pervades the media. In reviewing many doctors’ tax returns over the past, we are not yet seeing an impact on practices. The dental profession is not immune from recession, but, going back to the 1960s, with the exception of the Great Recession of 2007-2009, dental production tends to rise consistently 4%-6% per year.

January 1, 2023 - Volume 1


  • SECURE Act 2.0 Finally Becomes Law, Major Changes for Retirement Savings
  • For Pass-Through Business Owners Make 2023 the Year You Take Advantage of the SALT Cap Workaround
  • Deducting Nursing Home Expenses - a Big One That’s Often Missed
  • Updating Your Practice’s Employment Policies and Practices - an Introduction

SECURE Act 2.0 Finally Becomes Law, Major Changes for Retirement Savings

The new $1.7 trillion Omnibus bill includes a number of pension reforms called “SECURE Act 2.0.” This builds on the original SECURE Act from 2019. Basically, Congress wants Americans to save more for retirement, and this new law makes numerous changes to encourage this. This is good in theory, but many of the new retirement plan features will make plans more difficult to administer and most employers will decline to implement them...