by Jason Deshayes | Aug 2, 2023 | Estate Planning
As a successful business owner, you have a never-ending list of decisions to make. Unfortunately, one of the most impactful business decisions you’ll ever make is often one of the last ones business owners tend to consider: How you’ll retire from ownership and protect...
by Jason Deshayes | Jul 1, 2023 | Entrepreneurship
When you’re considering buying a dental practice, price, location, and monthly traffic aren’t the only factors worth weighing. The practice you purchase has the potential to make your career or tank your career. That’s why we encourage our practice purchase advisory...
by Jason Deshayes | Apr 11, 2023 | Goal Setting
If I had a dollar for every time I heard a phrase like… They just don’t teach personal finances in school I wish my parents modeled healthy money management when I was a kid I’ve had to undo a lot of bad money habits I picked up in my early years …I’d be investing...
by Jason Deshayes | Jan 20, 2023 | Retirement
When it comes to saving and investing for retirement, one of the most popular options is contributing to a Roth IRA. It’s flexible, your earnings grow tax-free, and all qualified withdrawals are tax- and penalty-free. Roth IRAs also offer savers a variety of benefits...
by Jason Deshayes | Aug 12, 2022 | Taxes
When you have a tax question, it’s frustrating to play hide-and-seek with your CPA. Especially when you’ve got a question with a deadline. You want a trusted tax advisor who’s available when you need it— not a full voicemail box! If you’re wondering...
