Our Resources
Our clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.
October 01, 2025
The One Big Beautiful Bill: Planning Opportunities for Clinicians and Practice Owners
Three provisions in the One Big Beautiful Bill Act could impact tax planning for practitioners.
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November 01, 2024
The Corporate Transparency Act: What Business Owners Need to Know
Business owners, are you sure you’re in compliance with the Corporate Transparency Act? In January, penalties will begin if you haven’t filed an initial report with your ownership details.
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October 01, 2024
Trends in Dentistry: Maintaining a Profitable Practice in Light of Low Reimbursement Rates
Low insurance reimbursement is a top challenge for many practice owners. What are your options to maintain profitability?
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August 26, 2024
5 Reasons to Start Succession Planning for Your Business
Planning early for a business transition can make all the difference for your financial plan. Business Solutions Director Chuck Laverty shares five reasons that business owners should not delay succession planning.
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April 21, 2023
Small Business Tax Mistakes to Avoid
For small business owners, a misstep in tax planning could result in a big, unforeseen bill. Stay on top of taxes by avoiding these common mistakes.
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