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This Month’s Posts

Investment Vision 2023

What does the climate look like for investing in 2023? Last year was challenging for almost all asset classes, with persistent inflation leading to rising interest rates and a slowing housing market. The war in Ukraine also added to instability, while past winners in...

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Six Steps to Select a Dental Coach

By Guest Writer George Loan Baker from Fortune Management Many dentists will tell you coaching works. The scope and expertise is as varied as types and brands of automobiles. As most vehicles will provide you with transportation, most dental consultants will get...

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Overfund Your Social Security Taxes?

We recently were asked: What happens when taxpayers overfund social security taxes that are withheld from pay from multiple employers in the same calendar year? Our answer: Every employer is required to withhold social security taxes from an employee's pay until that...

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Last Month’s Posts

2023 New Year’s Resolution

At the start of the year, it's a great time to make a resolution to take care of your financial health.  A good start?  Review your paystub, employer provided benefits and overall financial plan:   Will you turn age 50 in 2023? Include the $7,500 annual catch-up...

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MA Millionaires Tax

This past November, Massachusetts voters approved the “Massachusetts Millionaires Tax”.  This amendment to the Massachusetts Constitution implements a 4% surtax on MA income in excess of one million dollars.  The new tax law is effective beginning with the 2023 tax...

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Do You Love Your Life and Your Work?

By Guest Writer Brenda Loan Baker, Fortune Management This is a great time to look back at the year behind you and measure your accomplishments while also looking at the year ahead perhaps with excitement, perhaps not! Many people rush headstrong into the new year...

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RE: 2023

Personal financial planning is an ongoing process. Financially speaking, 2022 was a challenging year for many of us. For the first time in many years, the stock markets were well off their all-time highs. Real estate prices around the country are teetering from their...

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Posts From Our Professional Network

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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PPP2 Loan Forgiveness Applications Should Be Submitted Soon

If you haven’t already filed for forgiveness of your PPP2 loan, please do so soon.  Otherwise, your PPP2 lender will require that you begin making payments on that loan.  Any payments made will be refunded when the PPP loan is ultimately forgiven, but why not just...

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How To Save $100,000 On Your Expiring Lease

By Guest Write Stefan Zelich, President/Founder of FOCUS Healthcare Realty Rent is typically a dental practice’s 2nd or 3rd highest expense behind payroll, but it’s also one of the most negotiable.  This ability to negotiate one of the highest expenses to a practice...

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