Buyer Education
Valuation, deal structure, taxes and ownership — written for the person writing the check.
Featured · Startup vs. Purchase
Buying cash flow and building cash flow are two very different financial decisions. Here is how a CPA compares them before a dentist signs anything.
February 18, 2026 · 9 min read
Startup vs. Purchase
Buying cash flow and building cash flow are two very different financial decisions. Here is how a CPA compares them before a dentist signs anything.
February 18, 2026 · 9 min read
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Tax & Deal Structure
Purchase price allocation is a single schedule in the asset purchase agreement — and it can be worth six figures over the life of your ownership.
January 27, 2026 · 8 min read
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Owner Pay & Tax Strategy
Reasonable compensation, distributions and debt service interact in ways that decide how much of your practice's profit you actually keep.
January 9, 2026 · 7 min read
Read MorePractice Growth
An associate is a capacity decision with a payroll consequence. Here are the four financial signals that say the timing is right.
December 12, 2025 · 6 min read
Read MoreRetirement Planning
Dentists earn three times the average income but retire seven years later than everyone else. Here is the real retirement number — and the four levers that close the gap.
September 3, 2026 · 10 min read
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Tax & Deal Structure
Buying the building your practice occupies can build equity or become a monthly regret. Here is how a CPA structures it so the real estate becomes a retirement asset.
September 3, 2026 · 10 min read
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Retirement Planning
Same income. Same career length. Same market returns. One dentist retires with $3.5 million, the other with $1.5 million. The difference is not luck — it is math most dentists never see.
September 3, 2026 · 10 min read
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Owner Pay & Tax Strategy
If your spouse does your taxes, your office manager keeps your books, or you only talk to your CPA once a year, you may be leaving $30,000 to $80,000 on the table annually. Here is how to know when it is time to upgrade.
September 3, 2026 · 9 min read
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Owner Pay & Tax Strategy
Most people think deductions trigger audits. The truth is more specific: the IRS audits returns that look inconsistent, unsupported, or too good to be true. Here is how dentists stay defensible.
September 3, 2026 · 11 min read
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Owner Pay & Tax Strategy
The Augusta rule lets a business rent your personal residence for up to 14 days a year — potentially creating a business deduction and tax-free personal income when done correctly.
September 3, 2026 · 10 min read
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Owner Pay & Tax Strategy
The IRS gives business owners two ways to deduct a vehicle. Here is how the standard mileage and actual expense methods work — and when a 100% first-year write-off is actually possible.
September 3, 2026 · 11 min read
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Real Estate Investing
Most first-time rental investors buy the idea of wealth instead of the math of wealth. Here are 10 disciplined steps to evaluate, finance, and close your first property without turning it into a monthly headache.
September 3, 2026 · 12 min read
Read MoreWealth Building
Most people try to build wealth by working harder. The wealthy play a different game: make more, keep more, and turn the gap into assets that pay you forever.
September 4, 2026 · 12 min read
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Owner Pay & Tax Strategy
Most 1099 dentists do not have an income problem. They have a structure, tracking, and planning problem. Here are five mistakes that silently cost $20K to $80K a year — and what to do instead.
September 4, 2026 · 9 min read
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Owner Pay & Tax Strategy
Business travel is deductible when it is ordinary, necessary, and primarily for business. Here is how to write off travel legally, document it correctly, and avoid the IRS red flags that get business owners in trouble.
September 4, 2026 · 10 min read
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Wealth Building
The wealthiest families do not avoid taxes — they structure wealth so the tax is never triggered. Here is how the buy, borrow, die strategy works with real numbers and practical steps.
September 4, 2026 · 10 min read
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Practice Growth
The first 30 days after closing set the tone for your ownership. Here is the CPA-led checklist that protects cash flow, payroll, taxes and team trust.
September 4, 2026 · 8 min read
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Startup vs. Purchase
Most dentists fall in love with collections and trust the broker packet. But a busy practice can still leave you broke if you do not set up entities, payroll, banking and deal terms before closing.
September 5, 2026 · 10 min read
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Retirement Planning
A Roth IRA can grow into a million dollars without magic. Here is the math by age, the Roth vs. traditional decision, and the mistakes that cost dentists the most.
September 5, 2026 · 11 min read
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Wealth Building
Most dentists have the clinical skills to produce good money, but the right practice purchase, entity structure, owner pay, accounting and tax strategy are what separate wealthy owners from busy ones.
September 5, 2026 · 12 min read
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Real Estate Investing
Real estate is one of the most tax-advantaged wealth tools in the tax code. Here is how W-2 earners can legally unlock rental losses to offset ordinary income.
September 5, 2026 · 12 min read
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Owner Pay & Tax Strategy
Most couples experience marriage and taxes as simply filing jointly. The real opportunity shows up when one spouse goes on payroll and unlocks a new set of household tax strategies.
September 5, 2026 · 12 min read
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