Time’s Running Out! 5 Tips for Your Year-End Tax Planning

Now is THE time to take action on your year-end tax planning. Proactive tax strategies can help you potentially put more money in your pocket and minimize your tax liability. In the video above, Andres discusses these five essential tips to get you started: Get your...

U.S. Government Debt: We Need to Talk

One topic we’ve been discussing at client meetings is the increase in the US Debt. Is it a concern? Can it become one? The current answer is it is not a current concern, but it could become one. Here is Darrell Spence’s, economist at Capital Group, take. “One question...

Conference Recap and How to Elevate Your Practice Knowledge

Last week, I presented at Powering Dentistry’s Growth: The Definitive Dental HR Conference, hosted by Bent Ericksen & Associates. It was a fantastic time with an incredible group of dental consultants, HR specialists, dentists, and office managers. I was honored...

Year-End Tax Planning Part 2

We are just over 2 months from the end of 2023! It’s important to do some planning now. Action now can minimize taxes that you owe for 2023. Things to consider: Defer as much income into your 401k plan as you can by 12/31/2023 payroll. The maximums for 2023 are...