Partner, Steven Leininger, CPA/PFS discusses tax rates and phase outs for 2013.
Advice & Insight
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!
Is Gold Worth Its Weight?
Thursday, June 21st, 2012During a weak global economy and uncertain financial markets, many investors tout the benefits of holding gold. Some proponents claim that gold deserves a significant weighting in most investors’ portfolios. Gold’s often-cited portfolio benefits include a strong long-term return, a hedge against inflation, and safe haven during turbulent times. But does the evidence build a case for holding gold as a separate asset class? Let’s look at historical returns for the answers…
Know Why You’re Investing Before You Begin, by Barry Oliver, CPA/PFS
Tuesday, March 6th, 2012You may read in the popular press a dizzying array of wealth “treatments,” including the debate on whether active or passive investing is the best tactic. We recommend turning the comparison on its head. Why are you investing to begin with? Once you’ve answered this question, the debate is already over. Passive investing is sensible investing, regardless of particular market conditions. Now let’s explain why.
Outsmart the IRS: Income Tax Changes for 2012-2013
Tuesday, March 6th, 2012Partner, Barry Oliver, CPA/PFS recently appeared in Medical Economics with an insightful article that helps doctors with their tax strategies. Click on the link below to read more:
Tax Law Changes for 2012
Tuesday, February 28th, 2012Principal J. Haden Werhan, CPA/PFS writes about 2012 tax law changes in a recent article for The Progressive Orthodontist magazine. To read more, click the link below:
Summer CE Opportunity in Hawaii Sponsored by ADCPA
Tuesday, February 28th, 2012Registration has been extended until March 15th for dentists interested in attending “The Business of Dentistry” continuing education course in Kauai, Hawaii. The course is being sponsored by the Academy of Dental CPAs and Dr. Charles Blair, and it runs from June 17-23 in Kalapaki Bay, Kauai. Check out the registration information and give us a call if you are interested in attending.
