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 +
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 +
Preparing Your Dental Practice for a Sudden Death: Why Every Dentist Needs a Continuity Plan
No one wants to imagine the unthinkable — but as dental professionals, we plan for emergencies every day. What many practice owners don’t plan for is what would happen to their practice,… 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 +
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 +