Subscribe to our Newsletter

We respect your privacy and promise not to sell your address or send you spam.

Biggest Headlines in the SECURE Act 2.0

The SECURE Act 2.0 was passed in December of 2022 and contains roughly 100 changes to retirement provisions affecting RMDs, retirement plans, and education savings accounts. The changes in 2.0 are...

Read More

Tax Planning Strategies to Consider at Year End

A simple list of year-end tax planning strategies to consider before 2022

Read More

Five Tax Breaks This Dentist Received After Buying the Practice

Buying into the practice comes with tax benefits. We explore the five common tax breaks new owners receive when purchasing a practice and use example numbers from a real purchase.

Read More

Tax Update: The proposals in the American Families Plan

The latest updates on the American Families Plan proposal released by Congress on September 13, 2021

Read More