Financial Planning and Investments

5 To Grow On: Part 2
The final installment of this series with the Scheduling Institute’s Jay Geier discusses strategies involving space and equipment, clinical duplication and financial discipline, which require...
by Jay Geier
January 2021
The Dental 401k Plan
This article details how dental practice owners can implement and manage a best-of-breed 401(k) plan. This includes methods to achieve lower costs and better returns, and how to reduce personal legal...
Mitchell Tuchman
CE Credits: 1.5
Dental Continuing Education: The Dental 401(k) Plan
Dental practice owners who offer 401(k) plans to employees should be asking their provider some questions to ensure that they’re mitigating fiduciary risk and paying a fair amount for services, and...
by Mitchell Tuchman
November 2020
Your Retirement Number in Two Hours. Filmed LIVE at Townie Meeting!
The main word used by those attending or viewing this course is “relief.” In this course the first thing done is solving one's retirement number. Via worksheets (which one should print first), one...
Dr. Doug Carlsen
CE Credits: 2
Personal Disability Insurance: What Every Dentist Needs to Know
If you ask most dentists what their most valuable asset is, they will usually talk about their home or their practice. Occasionally, there might be an investment or retirement account that is...
Ivan M. Kirshner, DDS
CE Credits: 1
The Future of PPP
J. Robert Brooks, a certified exit planning adviser and business intermediary, explains what dentists who accepted PPP loans must keep in mind before selling their practices.
by J. Robert Brooks
October 2020
Financial Lessons Learned From COVID-19
Certified public accountants and valuation analysts Timothy Lott and Mike Bark discuss the income tax-related aspects of recent COVID-19 relief bills, and how dentists can best prepare their...
by Timothy Lott and Mike Bark
July 2020
How to ‘Future-Proof’ Your Lease
Jeff Howell, founder and CEO of an online commercial lease review service, discusses three key considerations dentists should account for when negotiating their practice spaces.
by Jeff Howell
April 2020
Protect Your Office Occupancy Rights
Lease negotiator and expert George Vaill shares why it’s important for dentists to know exactly what’s in their lease and what risks arise when they don’t understand contractual terms and critical...
by George Vaill
December 2019
Money Talks
Conversations about financing don't have to be uncomfortable. These suggestions will help you and your team have easy, effective discussions with patients about treatment costs, insurance benefits,...
by Bete Johnson
November 2019
Howard Speaks: Real Success in Real Estate
Dentaltown founder Dr. Howard Farran has met a lot of dentists who want to get into the real estate business but aren’t sure how or where to begin. He suggests taking a look at not just the franchise...
by Dr. Howard Farran
October 2019
Townie Perks
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