Accumulating Wealth

The guys unpack the nuances of tax-savings strategies like deferring expenses, defined benefit funding, estate tax, charitable contributions and capital gains. They answer questions about what to do before year-end and what to wait on until the tax policy is finalized.

The repeal of Roth IRA conversions is looming, ending the Backdoor Roth IRA loophole many have taken advantage of for their retirement planning. With many other retirement savings provisions fluctuating, the guys make sense of what's to come and action items to consider before it's too late.

Uncertainty is brewing around the capital gains tax proposal and what it means for the average investor. Hunter and Judson break down what's been proposed and how (or if) it will affect you.

If the tax policy proposal passes as-is, you are probably going to be taxed higher. How much higher exactly? Judson and Hunter offer perspective on the proposals in light of what they've seen before. On the other hand, there is a newly proposed tax here that they've never seen before.

Estate taxes – who pays and how much? With the significant financial impact this can have on your beneficiaries, it's essential to begin planning ahead in your estate plan. The guys analyze the current rates, proposed rates and the impact upcoming tax policy could have on high-income owners and their heirs.

Be prepared for common ownership pitfalls. Staffing woes, tax audits, malpractice and more, the guys discuss the impact, emotions and preparation for each scenario.

A well-rounded general practice with 3 doctors, a full schedule and long-term staff—life was good for Dr. Steve Burross. Then his financial advisor noticed something strange, which led to the discovery of an embezzler in the practice. He shares his personal story to help other doctors take measures to fully equip and protect their business.

Dr. Casey Culberson joins the podcast to detail his experience with an injury that kept him from doing what he does best, dentistry. From the disability claims process, insurance coverage and reporting to how his patients and staff dealt with his absence, he details his personal and practice recovery process.

Dr. Bruce Ouellette joins us to share his partnership experience and insight into why some are successful and others fall apart. Based on his experience with both, he offers guidance on the due diligence that must be done before entering into a partnership agreement.

By sharing her personal story, Dr. Katherine Rodriguez advises listeners on how to protect their dental practice against cyber and ransomware attacks. In this episode, she describes how it happened, what was lost and how she pulled her practice back to safety.