--- title: Insights — J.E. Simmons and Company description: Blog on financial planning, tax planning, and investing for dental practice owners and owner-operated B2B service companies. --- [Skip to content](https://www.jesimmons.com/blog#main-content) [💻Client Login](https://www.jesimmons.com/client-logins) [![JE Simmons and Company Logo for Dallas Texas based wealth management firm](https://www.jesimmons.com/hs-fs/hubfs/KyleSimmonsLogo%20Final.webp?width=400&height=201&name=KyleSimmonsLogo%20Final.webp)Homepage](https://www.jesimmons.com) - [Dental Practices](https://www.jesimmons.com/dental-practice-management) - [B2B Service Firms](https://www.jesimmons.com/owner-operated-b2b) - Services - [Financial Planning](https://www.jesimmons.com/savings-retirement-planning) - [Tax Planning and Preparation](https://www.jesimmons.com/tax-planning) - [Investment Management](https://www.jesimmons.com/investment-management) - [Business Consulting](https://www.jesimmons.com/business-consulting) - About Us - [Our Team](https://www.jesimmons.com/team) - [Our Process](https://www.jesimmons.com/our-process) - [Blog](https://www.jesimmons.com/blog) [Book an intro call](https://www.jesimmons.com/meetings/kylesimmons/introduction-call) - [Dental Practices](https://www.jesimmons.com/dental-practice-management) - [B2B Service Firms](https://www.jesimmons.com/owner-operated-b2b) - Services - [Financial Planning](https://www.jesimmons.com/savings-retirement-planning) - [Tax Planning and Preparation](https://www.jesimmons.com/tax-planning) - [Investment Management](https://www.jesimmons.com/investment-management) - [Business Consulting](https://www.jesimmons.com/business-consulting) - About Us - [Our Team](https://www.jesimmons.com/team) - [Our Process](https://www.jesimmons.com/our-process) - [Blog](https://www.jesimmons.com/blog) [Book an intro call](https://www.jesimmons.com/meetings/kylesimmons/introduction-call) ## Subscribe to our Newsletter We respect your privacy and promise not to sell your address or send you spam. [![JE Simmons Icon](https://www.jesimmons.com/hs-fs/hubfs/KyleSimmonsIcon%20-%20small.webp?width=106&height=101&name=KyleSimmonsIcon%20-%20small.webp)](https://www.jesimmons.com/hubfs/Financial%20Planning%20Forms/JE%20Simmons%20Service%20Calendar.pdf) [**J.E. Simmons and Company P.C.**](https://www.jesimmons.com) [15770 Dallas Parkway #150 Dallas, TX 75248](https://maps.app.goo.gl/iUnRZe6iATtimfxn7) (972) 404 - 1040 [💻Client Login](https://www.jesimmons.com/client-logins) ##### About Us [Our Process](https://www.jesimmons.com/our-process) [Our Team](https://www.jesimmons.com/team) [Blog](https://www.jesimmons.com/blog) ##### Who We Serve [Dental Practice Owners](https://www.jesimmons.com/dental-practice-management) [B2B Services Firms](https://www.jesimmons.com/owner-operated-b2b) ##### What We Do [Financial Planning](https://www.jesimmons.com/savings-retirement-planning) [Tax Planning and Preparation](https://www.jesimmons.com/tax-planning) [Investment Management](https://www.jesimmons.com/investment-management) [Business Consulting](https://www.jesimmons.com/business-consulting)   [Disclaimer](https://www.jesimmons.com/disclaimer)[· Privacy Policy](https://www.jesimmons.com/privacy-policy) · [ADV Part 2A](https://www.jesimmons.com/hubfs/2026%20JES%20Form%20ADV%20Part%202A%20Final%202026-03-30.pdf) · [ADV Part 3 (CRS)](https://www.jesimmons.com/hubfs/ADV%20and%20Privacy%20Policy/2022/2020%20JES%20Form%20ADV%20Part%203%20CRS%202020-06-27.pdf) · ©  J.E. 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