Financial Planning and Investments

Associate to Partnership
Timothy Lott, CPA, CVA, lays out a strategic guide to buying into a practice, covering the financial structure, the operating agreement, and the non-financial fit that determine whether a partnership...
by Timothy Lott, CPA, CVA
September 2026
Transforming Taxes into Wealth
This course offers an in-depth exploration of Cash Balance Plans for business owners. Explore the key features, benefits, and regulatory requirements of these plans, and learn effective...
Larry R. Blades
CE Credits: 1.25
Building Wealth via Dental Warranties
In this course you’ll learn how your dental practice can build wealth in the most tax friendly of environments. By providing your patient a Limited Warranty, you are providing multiple benefits to...
Max Zanan and Adam Marburger
CE Credits: 1.5
Howard Speaks: The DSO Debt Reckoning
Dr. Howard Farran examines major dental debt restructurings and what private practice owners can learn about leverage, cash flow, and rollover equity.
by Dr. Howard Farran, DDS, MBA
September 2026
Dental 401(k) Plans: Keep Your Best People and Lower Costs, Risk
In recent years, modern 401(k)s have emerged which are a dramatic improvement over 401(k) plans of the past. This course will inform you of the questions to ask your current 401(k) provider to ensure...
Mitch Tuchman
CE Credits: 1.75
The Financial Side of Dentistry
Wesley Read, CPA, CFP, breaks down cost-plus processing, virtual PPO credit cards, and why avoiding patient surcharges protects both profitability and trust.
by Wesley Read, CPA, CFP
June 2026
Getting AI Right
Jonathan Fashbaugh outlines where dental practices go wrong with AI-powered tools and how to integrate automation in a way that strengthens the patient experience rather than undermining it.
by Jonathan Fashbaugh
April 2026
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
What I Wish I Knew My First Year Out of Dental School
Dr. Tony Schicktanz provides a practical guide for new graduates on choosing the right associateship, including tips on compensation, mentorship, culture, and evaluating offers.
by Dr. Tony Schicktanz
April 2026
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
Poll: Finance
Dentaltown's monthly dental poll reveals how other practices operate, what works, what doesn’t and how dentistry is evolving. The information we gather each month helps us measure trends in the...
December 2025
Don’t Clock Out Yet
Tim Lott explains how consulting agreements can help sellers reduce taxes, maximize deductions and create smarter allocations during a practice transition.
by Tim Lott
December 2025
Is Debt Always Bad?
Jason Wood explains why strategically used professional debt can accelerate wealth-building for dentists and why ownership remains the fastest path to financial independence.
by Jason Wood, Esq.
December 2025
Budget Musts
Dr. Kha Nguyen shares smart budgeting tips to launch a profitable, customized dental startup from day one.
by Dr. Kha Nguyen
September 2025
Howard Speaks: The Not-So-Beautiful Bill
How the BBB act uglies up dental dreams
August 2025
A Balanced Plan
David Ranney explains the logistics behind cash balance plans, a lesser-known retirement investment vehicle that, when combined with a 401(k) and profit-sharing plan, allows for higher retirement...
by David Ranney
October 2024
Is It Worth Creating an In-House Plan When Dropping Insurance?
One doc sitting on the FFS fence has questions about membership plans. Townies chime in with examples of their plans and experiences.
June 2024
Poll: Finance
Dentaltown's monthly dental poll reveals how other practices operate, what works, what doesn’t and how dentistry is evolving. The information we gather each month helps us measure trends in the...
November 2023
Turn Record Production Into Maximum Profit
Certified public accountant Angie Svitak explains how dentists can implement a growth strategy that sidesteps inflation but doesn’t rely solely on increasing production.
by Angie Svitak
October 2022
Howard Speaks: How Will Inflation Affect Dentistry?
Dentaltown founder Dr. Howard Farran, who grew up during high inflation in the 1970s and early ’80s, discusses what he learned back then and how he has applied those principles to how he lives now.
by Dr. Howard Farran
September 2022
Marketing for Startup
After spending nearly $8,000 on failed marketing, this Townie looks for advice before it’s too late.
August 2022
Storage Facilities
CPA Hunter Satterfield says during periods of inflation or high interest rates, where dentists should keep their money depends on where their priorities lie. When short-term and long-term cash is...
by Hunter Satterfield, CPA
July 2022
Take Control of Your Debt and Yourself
Debt expenses hemorrhage from so many places on a profit-and-loss statement, which is why it can be difficult to recognize the aggregate impact of debt on your bottom line. Scheduling Institute...
by Jay Geier
May 2022
Earned Placement: A Better Bet
These dentists didn’t gamble with their scrap—instead, they hit the jackpot
April 2022
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