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SavingsTax PlanningIncome TaxTaxesInvestments

Unlocking the Benefits of an HSA: What You Need to Know

TaxDentistryBookkeeping

Reduce Manual Work and Make your CPA Happy with These Features in QuickBooks Online

Picture of federal reserve

Interest Rates: The Fed, Rate Forecasts, and Investor Strategies

Three types of private investments. Private equity, private credit, and private real estate.

Financial PlanningTax PlanningInvestments

An Overview of Investing in Private Equity, Credit, and Real Estate

Making Sense of the Investment Landscape in 2023

picture of a computer with graphs

TaxFinancial PlanningTax PlanningIncome TaxTaxesInvestments

Maximize Your Tax Savings: My Favorite Year-End Planning Strategies

A four-phase process for transitioning an associate dentist to dental practice ownership.

DentistryOwnership

Discussing Dental Practice Ownership with a New Associate

Market Volatility and Silicon Valley Bank [Key Events and Takeaways for Long Term Investors]

RothTaxSavingsRetirement Plan

Biggest Headlines in the SECURE Act 2.0

TaxFinancial PlanningTax PlanningIncome TaxTaxes

Tax Planning Strategies to Consider at Year End

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J.E. Simmons and
Company P.C.
15770 Dallas Parkway
STE 150
Dallas, TX 75248
(972) 404 - 1040

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