BlogPosts

Tax Changes To Watch For in 2018
2018 taxpayers will see many changes related to individual taxes due to the “Tax Cuts and Jobs Act” passed in December 2017. Many of the provisions in the new law expire (sunset) January 1, 2026. The changes affecting most individual taxpayers include:1. The new “simplification law” keeps the same...  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
Should You Acquire a Dental Practice or Start From Scratch
Owning a dental practice is a goal of most dentists, in fact it’s the American Dream to have ownership of something.  So, how do you get there and what do you need to think about first?  For dentists, the first decision is whether you should begin an acquisition of an existing practice or create a...  Read More
Coffee Talk: Year-End Tax Planning Questions to Consider
Katie Collins, a Practice Integration Advisor with, helps dentists order their financial lives and reach financial peace of mind so they can better focus on what truly brings them joy.Fall is the season for football, bonfires and apparently Pumpkin Spice lattes. It’s also a great time to meet...  Read More
Dental Realist: Episode 24 - Tax Planning w/ Craig Cody
                                                                                                Episode 24/ Tax Planning                                    In this episode we are joined by Craig Cody of Craig Cody and Company Inc. Craig is a certified public accountant and a certified tax coach, as...  Read More
What are excess distributions?
A common question from dentists is “How much money can I take out of the business?” We like to make sure business owners know what they are allowed to take out by educating them. After all, it is their hard-earned money. Before we get into the nitty-gritty of this, I would like to point...  Read More

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