We just finished a great month speaking to groups in Denver and Charlotte. We covered a couple of key topics: The importance of a great 401k plan for hiring and retaining staff and key tax-saving strategies. These are a couple of topics we discuss and speak to dental...

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...

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...

As your dental-specific Financial Coach, I want to alert you to any great learning opportunities. Here’s one that still has a few seats remaining, but they're going fast! The Nash Institute’s Dental Business School is October 27-28 in Charlotte, NC! World-renowned...

In a previous Dental Insights discussing passive income ideas, one top voted topic was: “adding an associate to your practice." We reached out to one of our Dental CPA partner firms, Benchmarks Financial Group and their president and CEO: Joelle Klovanish. With over...

  Retirement for Dentists. Time to Contemplate… I recently returned for a delightful long week of unplugged (mostly) vacation in two of my favorite places: Savannah, GA and Amelia Island, FL. I can’t recommend both spots enough. Reach out for recommendations....

We understand that your financial situation is distinct from other professions and even from other dentists. Considerations such as practice ownership, equipment purchases, student loan debt, and the cyclical nature of your income all factor into the financial advice we curate for you.

3 Reasons It's Time to Review Your Existing Dental 401k Plan Get the Most Out of Your Dental Retirement Plan In past editions of Dental Insights , we discussed the benefits of starting up a 401k plan and the tax credits available to offset the start-up costs. Today, I...