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 +
No Bank Account on File? Expect Significant Tax Refund Delays in 2025
As the IRS continues to move away from paper checks, how you choose to receive your tax refund matters more than ever. If your 2025 tax return does not include direct deposit… 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 +
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 +
Changes are coming regarding check payments to and from the Internal Revenue Service
Changes are coming regarding check payments to and from the Internal Revenue Service. In accordance with a recent Executive Order, the IRS has announced that it will stop issuing most paper check… 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 +
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 +
Expiring Energy Credits Deadlines Quickly Approaching
The new tax law just recently passed has expiration dates for several energy credits that may require action to secure the credits SOONER THAN LATER before they expire. Electric vehicle credits (Expiring… 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 +
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 +