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 +

Who Really Owns Dental Gold Scrap — and Why Protecting It Matters More Than Ever

Every dental practice generates gold scrap—removed crowns, bridges, inlays, or other precious‑metal restorations. But many dentists are surprised to learn that what happens to those tiny pieces of metal carries both legal… Continue On +

Is your Washington dental practice subject to sales and use tax?

You likely know that Washington state has a “Sales and Use” tax. While this tax primarily applies to retail transactions and does not apply to professional services such as dentistry, we want… Continue On +

Important Changes to the Tax Treatment of Charitable Donations

Beginning in 2026, several important changes to the tax treatment of charitable donations will take effect, which may impact your end of year decision making: 1. A new 0.5% adjusted gross income… Continue On +

Best Practices for Paying Retirement Plan Deferrals: 401(k) and SIMPLE IRA

Managing retirement plan contributions—whether for a 401(k) or a SIMPLE IRA—requires accuracy and timeliness. Even small mistakes, such as late deposits or incorrect allocations, can lead to compliance issues with the IRS… Continue On +

Protect Your Dental Practice: How to Avoid Common Scams

Running a dental practice means juggling patient care, compliance, and business operations. Unfortunately, it also makes you a prime target for scammers. From phishing emails to fraudulent payment schemes, these threats can… 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 +

Oregon’s Itemized Pay Statement Requirements: What Employers Must Include

Under ORS 652.610, Oregon law mandates that employers provide an itemized pay statement with every payment of wages, commissions, or salary. This requirement ensures transparency and helps employees understand how their earnings… Continue On +

New Rules For Roth Catch Up Contributions

Certain changes are coming to rules around Roth “Catch-up” contributions for participants over age 50.  A catch-up contribution is an extra, tax-advantaged contribution that individuals age 50 or older can make to… Continue On +

Why Every Workplace Needs a Social Media Acceptable Use Policy

In today’s digital world, social media is everywhere connecting us, sharing ideas, and even shaping our professional lives. But with this power comes responsibility. That’s why having a clear social media acceptable… 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 +

Mastering Patient Insurance Verification: Best Practices for a Smooth-Running Dental Practice

In today’s dental landscape, efficient insurance verification is no longer a luxury, it’s a necessity. Verifying patient insurance before appointments help ensure smoother visits, reduces billing surprises, and protects your cash flow.… Continue On +