Partner, Steven Leininger, CPA/PFS discusses tax rates and phase outs for 2013.
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Tax Rates and Phase Outs 2013 (video)
Thursday, February 14th, 2013The Fiscal Cliff and Dentistry
Thursday, January 31st, 2013Partner, J. Haden Werhan, explains the impact of the fiscal cliff on dentists and dental team members in this online article published by Dentistry iQ. Click the link below to read the article:
Lessons from 2012
Thursday, January 31st, 2013Each year, Director of Research for the BAM Alliance, Larry Swedroe, takes a look back at the investing lessons the markets provided for the year. Click here to read his take on 2012:
The American Taxpayer Relief Act of 2012 (video and summary)
Thursday, January 10th, 2013For basics on the American Taxpayer Relief Act of 2012 click the link below:
PDF Download: The American Taxpayer Relief Act 2012
The fiscal cliff and dentistry: What dentists and dental team members need to know
Monday, November 19th, 2012By J. Haden Werhan, CPA/PFS as seen in Dentistry iQ, November 19, 2012
We have two people to thank for the term “fiscal cliff”: Alec Phillips, a Goldman Sachs economist, and Ben Bernanke, the Federal Reserve Board chairman. The bottom line is that if nothing is done legislatively before the big ball drops over Times Square on New Year’s Eve, we will have driven off the fiscal cliff just as Susan Sarandon and Geena Davis did in the final scene of Thelma & Louise. Fortunately, Congress is no stranger to retroactive tax legislation, so the reality is that if they hit the rewind button, Thelma & Louise could magically fly back up to solid ground, surrender to detective Hal Slocum (Harvey Keitel) and face the consequences of their actions. What a novel concept!
What Taxmageddon Looks Like For You
Tuesday, November 13th, 2012Tax laws often change. Certain items have minor implications; others can completely change your tax planning strategy. Changes scheduled to come in 2013 are large. The following will provide you with insight into what the new taxes mean to you and your tax planning strategy.
SIKKA SUMMIT 2012 – Nov. 2-3
Wednesday, October 31st, 2012 
Come hear top industry speakers share how to make data-driven decisions in your dental practice. One of our principals, J. Haden Werhan, CPA/PFS will be speaking on Saturday morning. Click on the link below to register. Enter code SS2012 to receive a $100 discount on registration. Receive up to 10 CE units and enjoy beautiful Monterey, CA.
Tax Planning for 2012 and Beyond
Tuesday, August 14th, 2012“Tax Planning for 2012 and Beyond” (Webinar for the Alameda-Contra Costa Medical Association) – Principal, Barry Oliver, presents information about upcoming tax law changes and their impact on doctors for 2012 and 2013.
The Investment Answer: Learn to Manage Your Money & Protect Your Financial Future
Tuesday, July 10th, 2012 
Jargon-free and written for all investors–experienced, beginner, and everyone in between–The Investment Answer distills the investing process into just five decisions–five straightforward choices that can lead to safe and sound ways to manage your money.
The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money
Thursday, July 5th, 2012 
“This is a book about how you can make good money decisions. I’m not talking about which investment to buy or how much to invest in the stock market. I am talking about decisions that are in tune with reality, with your goals, and with your values. Why would anyone not make decisions that way? Well, we get confused. We get scared. We get carried away.
