Against a backdrop of war in Ukraine and the Middle East, as well as a global trade war, nations are redefining their relationships with allies, rivals and trading partners to bolster their national security. Companies that can innovate and meet rapidly evolving...
Whether you’re still in dental school, working as an associate or getting ready to buy or sell a practice, no transition is totally seamless. But with the right planning, you can prepare for the unexpected and set yourself up for long-term financial success. At...
With President Donald Trump’s signature on the One Big Beautiful Bill Act (OBBBA), the federal government has provided some much-desired consistency around the direction of tax policy. The sprawling bill has so many components and areas of impact that it’s worth...
Congratulations you’ve worked hard to get to where you are in your career! Now, let’s make sure you’re getting the most out of everything you’re putting in. After working with dentists for over 20 years, we’ve seen how impactful it is when their...
Earlier this year, we sent you our annual Key Financial Data card to help you stay current on tax limits, retirement thresholds, and other important planning numbers. Normally, that card remains unchanged for the full year—but there is always the chance of mid-year...
