Tax, Dentistry, Bookkeeping

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

QuickBooks Online is constantly changing and adding new features to improve the accounting process. Explore these features in QuickBooks Online to improve your financial accuracy and reduce your...

Tax, Financial Planning, Tax Planning, Income Tax, Taxes, Investments

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

Just like the aroma of pumpkin spice lattes filling the air and the excitement of choosing Halloween costumes, this time of year is ideal for diving into year-end tax planning. These are my favorite...

Roth, Tax, Savings, Retirement Plan

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...

Tax, Financial Planning, Tax Planning, Income Tax, Taxes

Tax Planning Strategies to Consider at Year End

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

Tax, Dentistry, Tax Planning, Income Tax, Taxes

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.

Roth, Tax, Tax Planning, Income Tax

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

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