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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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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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Four Overlooked Tax Saving Strategies

Typically, when a dentist first starts practicing, they are so focused on the practice of dentistry that little attention is paid to developing tax strategies to ensure they are maximizing their after-tax income. As their business grows, this becomes an …