Subscribe to our Newsletter

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

FAFSA Updates: Key Changes and Why Business Owners Should Apply

Even if your family has a high enough income that you think won't qualify for aid, it can be beneficial for a family to include the FAFSA in college funding plans. Business owners also could...

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

The Two Tax Torpedoes High-Earning Owners Must Watch Out For

High-earning practice and business owners often face hidden tax traps—what we call “tax torpedoes.” These “torpedoes” often strike whenever income crosses certain thresholds, which can suddenly...

Read More

The 'One Big Beautiful Bill' Act Overview

The signature Republican mega legislation has a very appropriate nomenclature, as it combines taxing and spending across a broad range of issues. While the ultimate cost of the bill and the political...

Read More

Elements of a Financial Plan for New Dentists

Let’s walk through the fundamentals of a financial plan for a new dentist

Read More

Why is it hard to save money?

Let’s face it. Saving money is HARD. I talk about the emotional journey and mathematics behind saving for your goals.

Read More

April 2025 Market Update

I would like to touch on the recent market fluctuations and explore strategies for maintaining a composed and thoughtful reaction.

Read More

Securing Your Financial Future: Essential Cybersecurity Practices for Everyone

Fortify Your Financial Future: Essential Cybersecurity Practices for the Digital Age In our increasingly interconnected world, safeguarding your financial information is more critical than ever. As a...

Read More

My Three Favorite Phone Apps to Scan Your Tax Documents This Season

Simplify Your Tax Season with JE Simmons and Company: Discover the Best Document Scanning Apps

Read More

Delayed Again:  BOI Reports Not Required While Court Cases Proceed

We are following up on developments mentioned in our December 24th blog regarding BOI reporting requirements and changes to the deadline.

Read More