Our Blog and News

This Month’s Posts

3rd Quarter Estimates Due 9/15

Third quarter estimated taxes are due 9/15.  If we set up for you to pay quarterly estimates, you should have recently received your personalized estimate reminder in the mail or by email through your Tax Caddy portal. For anyone paying estimated taxes, we now...

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Last Month’s Posts

Time for Your Mid-Year Tax Projection

August is the perfect time to review your year-to-date taxable income and allowed deductions for 2023, as well as factoring in your projected income and deductions for the remainder of the year. Taking a look at your specific tax situation throughout the year helps to...

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Do You Need A Practice Tune-Up?

From our affiliate Optimal Practice Transitions Are you considering the sale of your dental practice within the next 1-5 years?  Do you want to know what kinds of questions a savvy buyer will ask?  Or, do you simply want to have a better practice that is more...

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Posts From Our Professional Network

Practice Owners: Credit Card Terminals vs POS?

This month, our friends at Transaction Resources are sharing their tips when choosing between a credit card terminal or a point-of-sale system: What’s the Difference Between Credit Card Terminals & POS Systems? When it comes to accepting payments for goods and...

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Dealing with Negativity in the Dental Practice

From Guest writer Brenda Loan, Fortune Management Company Executive Coach Whenever a lot of people work together for many hours, you can expect some sort of negativity to develop. A dental office is one such setting. Dealing with negativity in a dental office can be...

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How to Build Your 2023 Business Plan

By Guest writer George Baker, Fortune Management Partner and Executive Coach Your business needs vision and focus to drive it to its goals. Do you create a vision and goals for 2023? Vision There are two parts to your vision: a philosophical vision and a structural...

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BOA Practice Solutions Announces New Loan Promotions

From Mohamed Abdullah, Northeast Sales Division Executive How quickly October has flown by and we are on to the 4th Quarter!  As mentioned in a previous communication, we continuously look to develop and make improvements to our processes and products.  Bank of...

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MA Practice Owners: Mandatory Sick Time Rules

Our Payroll Department often gets asked about Sick Time Rules so we've recapped below: In short, the MA Sick Law allows ALL employees (part-time, full-time, temps etc) to accrue Sick Time starting the first day of work at the rate of 1 hour for every 30 hours worked...

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The Key Ingredient to Being More Mindful

From Guest Writer George Loan Baker, Fortune Management: During a recent coaching call, a discussion that began with time management and making more space in the day led my client to an exasperating “if I only had a minute to breathe”. That got me thinking. Adults...

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