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This Month’s Posts
New Tax Reporting Requirements for Digital Assets
All taxpayers are required to report gains and losses realized from sales of digital assets just as they would for sales of any other stock, mutual fund or other investment assets held in a non-retirement account. Below is what you need to know about the new IRS...
Personal Tax Returns on Extension Due 10/15
Just a reminder that your 2024 personal tax return needs to be filed by Wednesday, October 15. With the partnership and S-Corp extension filing date of 9/15 behind us, taxpayers that were waiting on late K-1’s should have received them by now. If you operate your...
Last Month’s Posts
If your Child has Opted to Study Abroad, 529 Plan Distributions May Still Qualify to be Used for Foreign Educational Expenses
Several hundred foreign educational institutions qualify to use 529 plan distributions. Parents and students can check the link provided by the savingforcollege.com website to determine if a student’s foreign (and US) educational institution qualify for the 529 funds...
A Quick Review of Education and Tax Planning for the Upcoming Academic Year
529 Plan distributions – knowing what expenses are qualified education expenses and what expenses are non-qualified education expenses? With students heading back to school this fall, now is a great time to begin planning for your 529 plan distributions for the...
Life-Changing Events are the Perfect Time to Review and Update your Financial Game Plan
A lifetime is filled with ever-changing events, some predictable while others are unpredictable. And many of life’s major events have some impact on your financial well-being. Your first job, marriage, the birth of a child are a few of the major life-changing events...
A New Tax Planning Opportunity for Taxpayers Aged 60-63 Kicked in January 1st 2025
Anyone 50 or older and still working can put away extra money each year into their 401k, 403b or SIMPLE IRAs as “catch-up contributions” into their retirement account. For 2025 the catch-up contribution amount is $7,500 for 401k’s and 403b’s. New this year,...
Does Your Practice Have a Doctor-Focused Retirement Plan?
As a practice owner, you already know how important a retirement plan is—for you, your team, and your bottom line. But not all retirement plans are created equal. Too often, doctors default to the “vanilla” 401(k) solutions offered through professional associations...
Posts From Our Professional Network
Why Expiring Leases are a Golden Opportunity for Medical and Dental Practices
By Stefan Zelich, Managing Partner of FOCUS Healthcare, Brokered by eXp Commercial If you're a medical or dental practice owner with a lease coming up for renewal, the current market presents one of the best opportunities we've seen in years to improve your real...
Understanding AI for Dentistry: Fully Funded Educational Workshops in Mass
By Pouya Andalib, Managing Partner of Evox365 AI is no longer just a buzzword—it’s transforming how offices manage schedules, reduce no-shows, streamline billing, and enhance patient experiences. Yet many practices are still trying to catch up. Through state-funded...
Is Your Dental Office Missing Calls? AI Receptionist VS Offshore VA – What’s a Smarter Move?
By Pouya Andalib, Managing Partner of Evox365 A busy dental office in Massachusetts recently faced a costly challenge: nearly 30% of their incoming calls were going unanswered—especially during lunch breaks, weekends, and after-hours. Patients were frustrated,...
WHY EXPIRING LEASES ARE A GOLDEN OPPORTUNITY FOR DENTAL PRACTICES
By Stefan Zelich, www.focushealthcarerealty.com If you're a dental practice owner with a lease coming up for renewal, the current market presents one of the best opportunities we've seen in years to improve your real estate situation. Whether you're planning to renew,...
Healthcare Meets Wealthcare: Integrating Medicare into Your Financial Plan
We are excited to announce an upcoming webinar sponsored by First National Advisors designed to help navigate the complexities of Medicare. Please find a more detailed description and the invitation to register below. Join us for an insightful webinar where First...
BREATH YOUR WAY TO A BETTER PRACTICE
By George Baker, Executive Coach, Fortune Management Northeast Breathe Your Way to Less Stress and More Focus During a recent coaching call, a dentist sighed, “If I only had a minute to breathe.” That hit home. Your day is packed—patients, procedures, staff issues,...
BLUEPRINT FOR SUCCESFUL DELEGATION
By Don Khouri, Managing Director, Fortune Management Northeast As an executive coach for Fortune Management, I specialize in helping private practice dentists and their teams achieve peak performance through executive coaching, practice management consulting, and...
BOOSTING PRACTICE EFFICIENCY: SCHEDULING TO GOAL
By Roberta (Bobbby) Pellant, Executive Coach, Fortune NE Have you ever asked your team, “Is my schedule full?” If so, you might be focusing on the wrong question. A full schedule simply means every hour and chair is booked. But does that translate to a productive and...
Registration Opens for Barton Associates’ 7th Annual Locum Tenens Tax Webinar with Andrew Schwartz
Andrew D. Schwartz, CPA, set to guide attendees through tax deductions and planning on February 6 Barton Associates, a leading locum tenens staffing agency in the United States with nine offices nationwide, is opening registrations for its seventh annual tax webinar...
WHY ADJUSTING YOUR DENTAL PRACTICE FEES FOR THE NEW YEAR IS ESSENTIAL
By George Baker, Executive Coach As a private dental practice owner, you deliver top-notch patient care. However, running a successful practice is more than just providing excellent treatment—it’s also about maintaining financial health. A vital part of this process...