'Tis the season for holiday cheer and year-end tax planning! We'll discuss the new Beneficial Ownership Information (BOI) reporting requirement, tax-smart strategies for holiday bonuses and parties, and upcoming changes to tax brackets and 401(k) limits. Plus, we'll share advice on equipment purchases and promote upcoming educational events.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

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Unexpected financial challenges can derail your dental practice. Learn how to avoid costly surprises and maintain financial stability by working with a specialized dental accounting firm. Plus, discover upcoming speaking events hosted by the Four Quadrants Advisory team.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

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This week, Casey and Jarrod discuss decision-making. Listen to learn how crucial life decisions can impact your dental practice's financial health. Discover strategies to improve your cash flow, work-life balance, and overall well-being.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

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In this episode, Casey and Jarrod are joined by Will Chrisman, AWMA™  to break down the key changes from the Secure Act 2.0 that you need to know, including higher contribution limits for 401(k)s, new student loan matching options, automatic enrollment in retirement plans, and later RMDs. Plus, we'll discuss the new 529 to Roth IRA rollover, and how to work with financial advisors to maximize your retirement savings. Don't miss this essential episode to secure your financial future!

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

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Dental hygienist wages are soaring, and many are still looking to jump ship. Casey and Jarrod discuss the factors driving this trend and offer practical strategies to manage employee compensation effectively without sacrificing your practice's financial health.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

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Tired of the dental grind? Join us as we dive deep into the world of dental business models. From insurance-heavy practices to fee-for-service, we'll explore the pros and cons of each approach. Discover how to create a sustainable practice that aligns with your vision, and learn to navigate the challenges of emergency dentistry. Stop complaining and start taking action.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

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In this episode, CPA Steve Levy provides essential insights for dental professionals on the importance of tax planning and estimated tax payments. We explore the risks of overpaying or underpaying taxes, the benefits of the pass-through entity tax, and the various methods for making estimated tax payments. Join us as we discuss how proactive tax planning can help you avoid surprises and maximize your deductions.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

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Tired of feeling burnt out as a dentist? You're not alone. Many dental professionals grapple with overwhelming stress, administrative burdens, and the relentless pace of modern practice. Join us as we dive into the challenges facing today's practitioners and explore the root causes of burnout.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

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Join Casey and Jarrod as they delve into the crucial step of defining your dental practice's vision and personal goals. In this episode, they explore the importance of understanding what truly matters to you, the trade-offs involved in achieving your aspirations, and the power of seeking professional guidance. Discover how to set clear objectives, stay focused on your path, and create a fulfilling dental career that aligns with your values.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

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Taking big decisions in dentistry can feel like jumping into a pool blindfolded. In this episode, we'll explore the importance of taking calculated risks and avoiding impulsive decisions. We'll share tips on making informed choices and the benefits of seeking external help for accounting and financial planning. Let's dive into the exciting world of dental risk-taking!

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory