Blog

The S.A.F.E. System and Alternative Investment Strategies

Investing your money is a great way to grow it, but we all know investing carries risks. If you aren’t careful, you can make bad investments that fail to grow your wealth or can even wipe out your investments. With … Read more

Understanding and Growing Your Practice

There’s a business management aspect of owning a dental practice that you’re never really taught in dental school. Too often, dentists struggle to understand the financial numbers powering their practices, and that means they miss opportunities to optimize the efficiency Read more

How to Level Up Your Leadership

Too often, dentists have run their practices under the “I say, you do” philosophy. While this can certainly ensure that your practice focuses on the areas you want it to focus on, it can also put too much on you … Read more

Buying and Selling Established Dental Practices

There is a common arc to most dentists’ careers. Early on, younger dentists are working to establish themselves and build their reputation. Older, established dentists are often working toward retirement and leaving their practice. These transition periods can be difficult … Read more

If You’re in Business You Need a Tax Coach – Financial Survival Network

This interview on needing a tax coach appeared on Financial Survival Network, a podcast featuring financial, political and economic commentator Kerry Lutz. Kerry interviews world leading experts whose goal is to help you keep your wealth and … Read more

Tax Planning for Your Business with The Contractor Fight Podcast

Okay. Tell me about your hypothetical business. Lets do some tax planning for your business.

I’m a painting business. We’ve been in business two and a half years, roughly. We just did $550,000 in revenue. We do about 100 projects … Read more

Audit Paranoia with Dr. Karen Litzy of the Healthy, Wealthy and Smart Podcast

 

I can’t do that. If I do, I’m going to get audited. That is Audit Paranoia! Very few people get audited, and if you’re deducting something,  you’re doing it correctly, and you’re documenting it, do not worry? Most audits … Read more

Jaime Jay asks about the Biggest Tax Mistakes Business Owners Make

What would you say are some of the biggest tax mistakes you’ve seen in your experience?

The biggest tax mistakes we see is, as far as in my world of tax planning and running a business and stuff like that, … Read more

When to Correct Tax Mistakes on the Smooth Business Growth Podcast

 

So I have a question for you. Let’s say you feel like you haven’t done it right in the past few years. Can you go back to the past years and right your wrongs so to speak? Can you … Read more

Tax Breaks on the Life and Dentistry Podcast

For potential tax breaks and benefits as far as that goes, I don’t know if you’d be able to answer this question or not? Can you tell me, let’s say I was going to go out and look at purchasing … Read more