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Helpful tips & insights for dentists

We’re sharing helpful tips, tricks, and guides to help you improve your dental practice finances.

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Your Practice Is Not Your Retirement Plan: Personal Financial Planning for Dentists

Your Practice Is Not Your Retirement Plan: Personal Financial Planning for Dentists

Most dentists have poured years of energy into building a practice that runs well, serves patients, and produces solid revenue. The practice is real, tangible, and something you can point to. What’s harder to see is everything the practice isn’t covering: the personal wealth side that often gets left on autopilot while the business demands […]
Roth Conversion Strategies for Dentists Nearing Retirement

Roth Conversion Strategies for Dentists Nearing Retirement

For most dentists, the decade before retirement is the window where Roth conversion strategy actually matters. Your income is at its peak, your practice may be approaching a sale, and the decisions you make now about where your retirement assets sit (taxable versus tax-free) will shape your tax bill for the next 20 to 30 […]
Buying vs. Leasing Your Dental Office: The Real Numbers for Practice Owners

Buying vs. Leasing Your Dental Office: The Real Numbers for Practice Owners

For most dental practice owners, the office lease is one of the largest fixed expenses on the P&L — for most practices, second only to staff payroll — and for many, eventually buying the building becomes an obvious next question. But obvious doesn’t mean simple. The buy-vs.-lease decision is really three decisions stacked on top […]
Section 179 vs. Bonus Depreciation for Dentists: Which One Saves More on Equipment in 2026?

Section 179 vs. Bonus Depreciation for Dentists: Which One Saves More on Equipment in 2026?

Two tax provisions let dental practice owners deduct the full cost of equipment in the year it’s placed in service, instead of spreading that deduction over years of depreciation schedules. Section 179 and bonus depreciation work toward the same goal but operate differently, and the choice between them can affect how much flexibility you have, […]
Why Dental Practices Run on Cash Basis Accounting (And What Accrual Is Actually For)

Why Dental Practices Run on Cash Basis Accounting (And What Accrual Is Actually For)

Cash basis accounting is the method for dental practices. Not a starter method you outgrow at some collections number, and not one of two defensible options you weigh against each other — the method. Money in, money out, recorded when it moves. Accrual accounting is still worth understanding, because sooner or later a buyer, a […]
Should You Open a Second Dental Practice? Financial Signs You're Ready

Should You Open a Second Dental Practice? Financial Signs You’re Ready

Your first practice is humming. Patients are booked out. Hygiene is full. The operatories are running every hour they’re open, and you’re starting to think about expansion. The question isn’t whether you can clinically handle a second location. It’s whether your numbers can. We work with dental practice owners through this decision every quarter. The […]
Buy-Sell Agreements For Dental Partnerships: What Protects You If Something Goes Wrong

Buy-Sell Agreements For Dental Partnerships: What Protects You If Something Goes Wrong

A buy-sell agreement is the legal backbone of a dental partnership. What dentists need to know before a partner dies, becomes disabled, or wants out.
Estimated Quarterly Tax Payments For Dental Practice Owners: Getting Q3 And Q4 Right

Estimated Quarterly Tax Payments For Dental Practice Owners: Getting Q3 And Q4 Right

Missing Q3 and Q4 estimated tax payments costs dental practice owners more than they expect. How to calculate what you owe and avoid IRS penalties.
Cost Segregation For Dental Practices: What It Is And When It's Worth Doing

Cost Segregation For Dental Practices: What It Is And When It’s Worth Doing

Cost segregation lets dental practice owners front-load building depreciation into their highest-income years. Here's when it's worth doing.