10 Questions to Ask Your CPA Each Year
10 Questions to Ask Your CPA Each Year View More Episodes:  Welcome back to The Dental Boardroom Podcast with Wes Read! In today's episode, we're pivoting from last week's discussion about reviewing your own financial statements to a powerful new focus: the 10 critical questions you should be...  Read More
The PTE Tax Deduction: DON'T MISS OUT! The
The PTE Tax Deduction View More Episodes:  If you're a dental practice owner in a state with state-level income taxes—this episode is for you. Host Wes Read dives deep into the Pass-Through Entity (PTE) Tax Election, a tax-saving strategy that can turn your state tax payments into a federal tax...  Read More
10 Questions to Ask Yourself When Reviewing Your Monthly Financial Statements
10 Questions to Ask Yourself View More Episodes:  Welcome back to The Dental Boardroom Podcast with Wes Read. In this follow-up to our previous episode on structuring your Profit & Loss (P&L) statement, we dive deeper into the how of using your financials strategically. This episode walks...  Read More
Your Practice in Numbers: Mastering the Profit & Loss Statement
Mastering the Profit & Loss Statement View More Episodes:  In this episode with Wes Read CPA, CFP and founder of PracticeCFO, explore a topic that is absolutely foundational to the financial success of your dental practice—your financial statements. Host [Your Name] (or "I") breaks down the...  Read More
The ERC (Employee Retention Credit): Key Updates
The ERC (Employee Retention Credit) View More Episodes:  In this episode of The Dental Boardroom Podcast, Wes Read CPA, CFP, founder of a dental CPA and financial planning firm, dives deep into the Employee Retention Credit (ERC)—what it was, how it worked, and the lingering tax implications...  Read More
Credit Score What Dentists Need to Know
Credit Score What Dentists Need to Know View More Episodes:  Your credit score may not seem like a daily concern, but as a dentist, managing debt is an unavoidable reality. Whether it's student loans, a practice acquisition, or buying a home, your credit score can be the deciding factor in...  Read More
Emergency Reserves: Why, How Much, and How to Invest
Emergency Reserves View More Episodes:  In this episode of The Dental Boardroom Podcast, Wes Reed, CPA and Certified Financial Planner, dives into the critical importance of having an emergency reserve fund both personally and for your dental practice. Wes breaks down why cash reserves act as...  Read More
Personal Spending habits: Why Dentists Struggle to live Beneath Their Means
Personal Spending habits  View More Episodes:  In this episode of The Dental Boardroom Podcast, Wes Read, CPA and Certified Financial Planner, dives into the importance of establishing a spending plan to achieve long-term financial freedom. Wes discusses common financial pitfalls dentists face,...  Read More
The State of Dentistry in 2025: Trends, Challenges, and Opportunities
The State of Dentistry in 2025 View More Episodes:  Join us for an insightful discussion on the current state of dentistry in 2025. In this episode, we explore the latest financial trends, the best locations for dentists, and the biggest challenges facing the industry today. From compensation...  Read More
Why Dentists Should Exercise
Why Dentists Should Exercise View More Episodes:  In this episode of The Dental Boardroom, host Wes dives into a vital yet often overlooked topic: the intersection of health, wellness, and dentistry. Joined by dental coach Steve Sperry and senior CFO advisor Andrew, the discussion highlights...  Read More
Profit Allocation Models for Dental Partnership
Profit Allocation Models for Dental Partnership View More Episodes: In this episode, we delve into one of the most critical aspects of running a successful dental partnership: profit allocation. Drawing parallels between marriage dynamics and business partnerships, we explore three core models...  Read More
Dental Partnership Legal Structure
Dental Partnership Legal Structure View More Episodes:  In this episode, we explore the financial and legal intricacies of dental partnerships. Learn about the pros and cons of various legal structures, including S corporations and partnerships, and why selecting the right setup is crucial for...  Read More
Partnership Valuations
Partnership Valuations View More Episodes: In this episode, we dive deep into the intricacies of valuing dental practices, particularly in the context of partnerships. We break down key valuation concepts for general practitioners (GPs) and how factors like cash flow, overhead, and goodwill...  Read More
Three elements to a successful dental partnership
Three elements to a successful dental partnership View More Episodes:  In this episode, we dive into the essentials of forming a successful dental partnership—a vital strategy in today’s challenging economic landscape for dental practices. Our host draws on over 15 years of experience to...  Read More
The Cons of Dental Partnerships View More Episodes: In this episode of The Dental Boardroom Podcast, host Wes continues his deep dive into dental partnerships, focusing on the potential downsides. Following the previous discussion on the advantages of partnerships, Wes now addresses key...  Read More
Pros of Dental Partnership
Pros of Dental Partnership View More Episodes:  In this episode of The Dental Boardroom, host Wes Reid introduces a new series on dental partnerships. If you are in a partnership or considering one, this six-part series is tailored for you. Wes breaks down the financial efficiencies,...  Read More
Revolutionizing Dental Staffing with Virtual Medical Assistants: A Conversation with Beth LaChance
The Dental Boardroom Podcast View More Episodes:  In this episode of the Dental Boardroom Podcast, host Drew Phillips welcomes Beth LaChance, CEO of Global Medical Virtual Assistants, to discuss how virtual assistants are transforming dental and medical practices. With a growing need for...  Read More
How Long Will It Take to Sell My Dental Practice? Part 2—with Matt Odgers
How Long Will It Take to Sell My Dental Practice-2 View More Episodes:  What are the most common delays that prolong a practice sale? In general, the people who hold up deals are banks and landlords. But there are steps both buyers and sellers can take to prevent these delays and...  Read More
How Long Will It Take to Sell My Dental Practice? Part 1—with Matt Odgers
How Long Will It Take to Sell My Dental Practice? View More Episodes:  Once a dentist makes the decision to sell their practice, they want it done yesterday.  So, how long does a practice sale usually take? What can you do to accelerate that timeline? On this episode of the Dental Board Room...  Read More
When Is the Best Time to Sell My Dental Practice?—with Matt Odgers
Dental Boardroom Podcast View More Episodes:  When is the best time to sell your dental practice? What factors should you consider to get the best price for your practice and have the best quality of life in retirement? On this episode of the Dental Board Room Podcast, recurring guest Matt...  Read More
R&D Tax Credits for Dentists—featuring Andre Shevchuck
Dental Boardroom Podcast - R&D Tax Credit View More Episodes:  Is a salesperson trying to talk you into claiming an R&D tax credit for your dental office?  It can be tempting to trust a pitch like this and leverage research and development to reduce your tax liability. But how do you...  Read More
Blueprint for a Successful Practice Sale—featuring Dr. Kevin Kenny
View More Episodes:   You’ve worked so hard for so long to build a private dental practice in your community. But now you’re thinking about exiting the business. So, how do you know when it’s time to retire? What can you do to plan for the next chapter of your life? Dr. Kevin M. Kenny is...  Read More
Dental Boardroom Podcast EP63 - R&D Tax Credit for Is a salesperson trying to talk you into claiming an R&D tax credit for your dental office?  It can be tempting to trust a pitch like this and leverage research and development to reduce your tax liability. But how do you satisfy IRS...  Read More
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