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Considerations When Running ‘Personal Expenses’ Through Your Practice
Tom Bodin, a Practice Integration Advisor with , works with dentists to help them achieve financial freedom through a comprehensive approach to wealth management.As a small business owner, you have opportunities to deduct expenses for income tax purposes that an employee of a larger organization...  Read More
Coffee Talk: Utilizing the Qualified Business Income Tax Deduction
Mike McAninch is a Practice Integration Advisor with , where he specializes in helping dentists connect their money and their values to realize their most important financial goals.Along with a lower corporate tax rate (21 percent), the Tax Cuts and Jobs Act of 2017 developed a Qualified Business...  Read More
Tax Reform Impact on Dentists
We have spent a significant amount of time studying the Tax Cuts and Jobs Act of 2017, especially how it will impact our dental clients.  Please take some time to read our tax reform guide here: If you have any questions or would like to make sure you are prepared for 2018 and beyond, please feel...  Read More
Coffee Talk: Frequently Asked Questions About Taxes
Mike McAninch is a Practice Integration Advisor with , where he specializes in helping dentists connect their money and their values to realize their most important financial goals.You know how each season comes with its own unique character? Autumn has its falling leaves, winter has its snow (at...  Read More
Five Principles of Investment Management
Whether you are a do-it-yourself investor or you work with anadviser, there are several basic principles you should be aware of thatcan help improve your investment performance. Even though many of theseare considered ‘common sense’ by those who are educated about investing,not everyone...  Read More

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