Why Dental Practices Should Reject Credit Card Payments from Insurance Companies
Dental practices don’t have it easy navigating the complexities of insurance reimbursements. Recently, some insurers have begun offering credit card payments instead of traditional checks or electronic funds transfers (EFT). While this… Continue On +
Discover the Official Podcast of the Academy of Dental CPAs: The Art of Dental Finance and Management
As a proud member of the Academy of Dental CPAs (ADCPA), Fluence is committed to bringing you the best insights and resources in the dental industry. Together with ADCPA and Art Wiederman,… Continue On +
UNCLAIMED PROPERTY REPORTING SITES OPENING SOON
Unclaimed property audits have been on the rise recently and we want to remind everyone of the upcoming deadlines and steps that need to be taken for each state’s annual unclaimed property… Continue On +
Unscheduled Treatment Plans
If you’re like many dental practices, September can be a slower month. With kids heading back to school and families settling into post-summer routines, it’s a great time to focus your team’s… Continue On +
Unlocking Tax-Free Retirement: What Dentists Should Know About Backdoor Roth Conversions
As a high-earning dental professional, you’re likely no stranger to the challenge of retirement planning within IRS income limits. One common frustration? Not qualifying for direct Roth IRA contributions due to income… Continue On +
Taxes and Due Dates
Juggling taxes and due dates is difficult while trying to run a business. Now that the stress of second quarter taxes has passed, there are a couple of things that you can… Continue On +
Understanding Dental Practice Overhead: A Guide for Dentists
Running a successful dental practice isn’t just about delivering great care — it’s about managing the financial health of your business. One of the most important metrics to track and understand is… Continue On +
Unclaimed Patient Refunds
Around this time of year, Fluence sends out a letter about submitting unclaimed patient refunds older than three years to the state’s Unclaimed Property division. Along with a formal letter describing the… Continue On +
The Importance of Small Businesses Keeping Good Records for the IRS on Mileage, Meals, and Travel
When running a small business, maintaining meticulous records isn’t just advisable; it’s essential, especially when it comes to dealings with the IRS. Specifically, keeping detailed records of mileage, meals, and travel can… Continue On +
Downtown Business Incentive Credit **update**
As you’ll recall from the Fluence blog sent in late 2023, the City of Portland released its “Downtown Business Incentive” (DBI) credit program, which is a temporary non-refundable credit program to incentivize… Continue On +
Update On Corporate Transparency Act and FinCEN’s BOI Reporting- Feeling Confused on What You Are Required to Do? So Are We!
There have been several developments since our last blog on December 13th, 2024, https://www.fluenceportland.com/consulting/corporate-transparency-act-cta-and-fincens-boi-reporting. On December 23rd, 2024, the Fifth Circuit Court of appeals ruled in favor of the Justice Department lifting… Continue On +
S.M.A.R.T. Goal Setting
Setting and achieving goals can be challenging, with many obstacles standing in the way of success. However, starting with a clear strategy significantly increases the chances of reaching your goals. Since 1981,… Continue On +