Key takeaways: A heavily marketed tax package tells dentists to place their practice in a trust, run income through trust layers, and borrow against life insurance to live on “tax-free” dollars at effective tax rates far below what any practice owner normally pays. The IRS has formally called these arrangements abusive since 1997, courts have
At the end of the month, you review your numbers and notice something unsettling. Your production is steady, maybe even consistent with last year. But your overhead? It’s climbing. Again. You’re not expanding. You haven’t added new staff. So why does your dental practice overhead keep increasing even when production holds steady? This is one
August and September bring more than new backpacks and classroom supplies. For dental practice owners, back-to-school season marks one of the most predictable revenue shifts of the year. Understanding this seasonal pattern helps you plan ahead rather than react in the moment, reinforcing why consistent financial reporting matters for long-term practice profitability. Dental practice revenue
Most dental practices are busy, productive, and outwardly successful, yet financial stress still shows up behind the scenes. You may have strong monthly production, a full schedule, and solid team members, but your cash flow feels tight or your owner compensation is trending down. Those are signals worth investigating, not ignoring. In our work with
Dental practices tend to run in cycles. Schedules tighten in the fall, the holidays disrupt routines, and tax season pressure builds as next April approaches. That rhythm is exactly why a mid-year financial review deserves a permanent place on your calendar. July sits at the halfway point, when you have enough real data to see
Most dentists spend years in dental school and invest heavily in clinical skills, patient experience, and staff management. Then ownership happens, and a new question becomes urgent: how do you take money out of the business in a way that supports your personal life, your tax plan, and the long-term health of the dental practice?
*If your practice has received an IRS notice, such as an IRS CP2000 notice or similar income mismatch letter, you are not alone. A growing number of dental practices across the country are receiving these notices as a direct result of errors on 1099s filed by dental insurance companies — not errors made by the
Summer has a predictable rhythm in the dental industry. Families travel, patients postpone elective treatment, and calendars develop open blocks that didn’t exist in the spring. Even a well-run dental office can feel the squeeze when production softens while overhead keeps moving at full speed. That seasonal shift matters because dental practice cash flow is
Published by Dental Accounting Group | The Successful Dentist™ | March 2026 | Partner Spotlight As your trusted accounting partner, we are always looking for the best ways to help your dental practice reduce overhead costs, improve cash flow, and operate more efficiently. That’s why we’re excited to highlight a partnership that’s already delivering real,
Late spring often brings a familiar shift in the dental industry. School schedules change, families travel, and your patient base may pause routine visits. A seasonal dip does not have to create financial stress, but it does require preparation. Practices that stay steady through slower months consistently track the right numbers, protect cash, and make
