How to Minimize Oregon Estate Taxes

Currently the federal estate tax exemption is nearly $13.6 Million dollars, or $27.2 Million for a married couple.  So, unless you have assets exceeding these amounts, your estate won’t pay any federal… Continue On +

Salary Increase for Exempt Employees – Effective May 22, 2024

The US Department of Labor (DOL) has amended the Restoring and Extending Overtime Protections rule. The final amendment increases the salary threshold required under the Fair Labor Standards Act. This is for… Continue On +


We wanted to make sure our clients received the recent ADA warning of a current cybersecurity threat to dental offices released May 6, 2024, as follows: Current Threat Information from the FBI:… Continue On +

Do Not Be Misled About Annual Reports

These false annual reports notices are being sent out again. Workplace Compliance Services (W.C.S.) has started sending 2024 Annual Reports to Oregon companies.  This renewal is not from the State of Oregon… Continue On +

Read this if you accept cash payments and present large cases in your dental practice

Very few doctors are aware of one of the more drastic federal laws connected to receiving cash payments.  If your practice receives a cash payment of $10,000 or more from a patient,… Continue On +

Two Simple Ways To Deter Fraud And Embezzlement That Take Three Minutes To Check

Here are 2 simple ways to reduce the likelihood of fraud and embezzlement in your practice.  In total, these should take 3 minutes out of your day, but can help catch deceitful… Continue On +

Downtown Business Incentive Credit Program

In response to the increase in commercial real estate leasing vacancy in downtown Portland, the city has adopted the “Downtown Business Incentive (DBI)” temporary non-refundable credit program to incentivize new commercial lease… Continue On +

Firm Events and Write-Offs

One of the questions we hear a lot is along the lines of, “Can I write-off (insert team building event or social activity here) for my staff?”  For example, “I’d like to… Continue On +

Retaining Employees

Title: The Key to a Flourishing Dental Practice: Keeping and Retaining Exceptional Employees Introduction: Running a successful dental practice goes beyond providing excellent patient care. It also involves creating a positive and… Continue On +

Non-Deductible Trip vs Deductible Business Trip

Summer is in full swing and with that comes vacation season.  For that reason, I wanted to take a minute to share some requirements on how to turn your next trip from… Continue On +

Employee Recruiting

Title: Strategies for Successful Staff Recruiting in Your Dental Practice Introduction: As a dental practitioner, one of the most crucial aspects of running a successful dental practice is having a competent and… Continue On +

Accounts Receivable Payment Categories

Fluence is currently reviewing each client’s payment categories used in the practice and will follow up with any recommendations for changes in this area including a daily Accounts Receivable checklist for your… Continue On +