Stop Before You Send: A Reminder About Wire Transfer Fraud
Email and financial fraud continue to become more sophisticated. Scammers can create messages that look remarkably similar to legitimate emails from a CPA, financial advisor, attorney, bank, or other trusted professional. We… Continue On +
The Ensuring Lasting Smiles Act: Why It Matters for Patients and Dental Care
For many families, dental treatment is viewed as a routine part of healthcare. But for patients born with congenital anomalies or birth defects affecting the teeth, mouth, or jaw, obtaining insurance coverage… 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 +
What Dental Practices Should Know About the Potential eAssist Cybersecurity Incident
Many dental practices across the country utilize eAssist Dental Solutions for dental billing and revenue cycle management services. Reports have recently surfaced that eAssist is investigating a potential information security incident following… Continue On +
Back-to-School Schedule Shakeups: How to Fill More Hygiene Cancellations
As summer comes to an end and families transition back into school routines, many dental practices begin to see an uptick in hygiene cancellations and rescheduled appointments. Between school drop-offs, sports practices,… Continue On +
Meals & Entertainment
Along with the recent passage of the Tax Cuts and Jobs Act (effective January 1, 2026) came a bit of ambiguity on the topic of meals and entertainment, namely what related expenses… Continue On +
What Is Your Average Production Per New Patient—and What Is It Telling You?
What Is Your Average Production Per New Patient—and What Is It Telling You? Most practices track new patient flow. Fewer take the next step and ask the more important question: What is… Continue On +
Inherited HSAs: What you need to know
Health Savings Accounts can offer great tax advantages during life. But when the account owner dies, the rules change and the tax result depends heavily on who inherits the account. An issue… Continue On +
Minimum Wage Updates for 2026: What Small Businesses in Oregon & Washington Should Know
If you’re a small‑business owner in Oregon or Washington, minimum wage rules can feel like a moving target — especially when rates change by city, county, or even which side of the… Continue On +
Portland Reopens Repair/Restore Grant Funding for Small Businesses and Nonprofits
Portland’s small business community has faced repeated challenges from break-ins, vandalism, and related repairs, lost revenue, and business disruption. For many storefront businesses, these incidents create financial hardship beyond the initial damage.… 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 +
Why Corporate Extensions Can Be Beneficial — Even If Not “Used”
We often file extensions proactively, even when a return is expected to be completed well before the deadline. Here’s why: Additional Runway for Retirement Plan True‑Ups Certain retirement plan contributions or adjustments… Continue On +