Financial & Economic Insights for Healthcare Practice Owners
Happening July 17, 2025 – Join us in the Rogue Valley for hors d’oeuvres, drinks, and an interactive panel discussion with local economic & financial experts. RSVP Here: Save My Seat Whether you’re new or experienced in running a private … Read more…
The Power of Consistency: Why Boring Tasks Matter for Dental Practices
As CPAs specializing in the dental industry, we often hear dentists say, “I just want to focus on my patients.” This sentiment is understandable—your passion lies in delivering exceptional care, not in sifting through financial statements or navigating tax regulations. … Read more…
Webinar: Retirement Plans and your Dental Practice – Weighing the Options
A retirement plan for your dental practice is essential to the long-term retirement goals for both you and your employees. Those practices that have a plan in place and contribute on a consistent basis have the best opportunity for retirement … Read more…
A CPA’s Guide for Dentists: Asset Purchase vs. Goodwill Assignment
When purchasing a dental practice, one of the critical decisions you’ll face is whether to structure the deal as an asset purchase or a goodwill assignment. Each approach has its own financial and tax implications and understanding these can help … Read more…
A CPA’s Guide for Associate Dentists Considering Their First Practice Purchase
Purchasing your first dental practice is a monumental step in your career. Here are five essential tips and five common pitfalls to help you navigate this journey successfully. 5 Tips for Purchasing Your First Dental Practice 5 Pitfalls to Avoid … Read more…
FinCEN Removes Beneficial Ownership Reporting Requirements for U.S. Companies
The Financial Crimes Enforcement Network (FinCEN) has issued an interim final rule that eliminates the requirement for U.S. companies and individuals to report beneficial ownership information (BOI) under the Corporate Transparency Act. Existing foreign companies, however, must still report their … Read more…
March 2nd Update: Treasury Department Announces It Will Not Enforce Non-Compliance of BOI Reporting Requirement
Update: The Corporate Transparency Act and its BOI reporting requirements are currently under litigation. Please refer to our most recent post for the latest developments. The Treasury Department announced on March 2, that it will not enforce any penalties or fines related to the beneficial ownership information (BOI) reporting rule under the Corporate Transparency Act, both under the current deadlines … Read more…
HSA and its Triple Tax Advantage
Health Insurance Plans are confusing and costly! Unless you have a magical plan with no deductible, no copay, a low premium, and wide coverage, it is easy to feel like your health insurance plan is taking more than it gives … Read more…
BOI Reporting Deadline Now March 21 – U.S. District Court Ruling Reinstates CTA & Beneficial Ownership Information Reporting Requirement… Once Again
Update: The Corporate Transparency Act and its BOI reporting requirements are currently under litigation. Please refer to our most recent post for the latest developments. A February 18th FinCEN alert notified businesses that the U.S. District Court for the Eastern District of Texas reinstated the beneficial ownership information (BOI) reporting requirements under the Corporate Transparency Act (CTA). FinCEN indicated that during the … Read more…
Watch the replay: “Employment Law Updates for 2025” Webinar
Join the Jones & Roth Healthcare Advisors in this online presentation about updates to employment laws and issues that matter most to healthcare clinics. Attorney Jaclyn K. Rudebeck shares overall best practices in employment law for healthcare practices, trends, and … Read more…



