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Complimentary Tax Review

As we reflect on what we hope was a fantastic 2020 for you and your practice, despite the pandemic turmoil, our team at Catalyze Dental Advisors is busy preparing for tax season. Like dentists, not all accountants and advisors are …

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Election Goes Into Overtime

It remains to be seen who will occupy the White House in the New Year and the lack of a clear winner has amplified existing political uncertainty. While the presidency is receiving most of the attention, several House and Senate …

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SECURE Act, Gift Giving, and Simplification

As you are completing your last minute Christmas shopping, I want to share an article that I found interesting, but first, I want to quickly highlight, without going into detail, one of the largest pieces of retirement legislation in years. …

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Q3 2019 Economic & Market Perspective

Talk of a recession certainly heated up at times throughout the third quarter, especially when we saw the yield curve invert. But are we really headed towards a recession? The chart below shows personal consumption expenditures versus the leading economic …