News Category: Keegan O’Brien, CPA

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March 19, 2026

Understanding Phantom Income: The Hidden Tax Impact of Section 179 and Bonus Depreciation for Medical Professionals

As a medical professional, you understand that keeping your practice equipped with the latest technology and equipment is essential for providing high-quality patient care. Whether you’re upgrading diagnostic tools, purchasing new medical devices, or improving your office setup, these investments … Read more…

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February 19, 2026

The Smart Dentist’s Guide to Entity Selection: Protect Your Practice and Maximize Tax Savings

Your dental expertise creates healthy smiles, now let the right business structure create financial security. Choosing the proper entity can save you thousands in taxes and safeguard your assets, but navigating these decisions isn’t something you should tackle alone. Partner … Read more…

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February 9, 2026

No Extension in Sight: Oregon PTE-E to End After 2025

Update: See our 3/5/26 post: “Oregon SB 1510A Extends PTE-E Through 2027” As of February 9, 2026, Oregon’s Pass‑Through Entity Elective Tax (PTE‑E) is still scheduled to sunset for tax years beginning before January 1, 2026. Despite ongoing interest from … Read more…

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January 27, 2026

SECURE Act 2.0: What Doctors Need to Know About the 2026 Retirement Plan Changes — A Tax & Compliance Update

As your CPA advisors, we understand that doctors face unique financial pressures — from managing a demanding clinical schedule to overseeing the business side of a medical or dental practice. Retirement planning is a critical part of protecting your long‑term … Read more…

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December 17, 2025

USPS Postmark Rule Change: What It Means for Tax Filers and Deadlines

Starting December 24, 2025, the U.S. Postal Service (USPS) will change how postmark dates are determined. This update could impact anyone mailing time-sensitive documents like tax returns, bill payments, or legal filings. What’s Changing? Current Rule: The postmark usually reflects … Read more…

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Image of a dentist with a patient
December 12, 2025

How Dentists Can Understand Their Profit & Loss in Relation to the Statement of Cash Flows

As a dentist, your focus is on patient care not financial statements. But understanding the relationship between your Profit & Loss (P&L) statement and your Statement of Cash Flows can give you a powerful edge in managing your practice. In … Read more…

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Image of a desk with a paper that says 'Health Insurance Benefits' and glasses with a calculator
November 17, 2025

2026 Health Insurance Premium Hikes: What Dental Practices Should Know and Consider

Disclaimer: This article is written from a Certified Public Accountant (CPA) perspective and is intended for informational purposes only. It is not a substitute for legal, insurance, or human resources advice. Please consult with a licensed insurance broker, employment attorney, … Read more…

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November 17, 2025

Retirement Just Got a Boost: What You Should Know About the Super Catch-Up Provision

If you’re between the ages of 60 and 63 and still working, there’s a new opportunity to strengthen your retirement savings. Thanks to the SECURE Act 2.0, starting in 2025, you’ll be able to make larger catch-up contributions to your … Read more…

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November 11, 2025

Oregon’s Kicker Is Back — What You Need to Know for 2025

Oregon residents can expect a welcome tax break on their 2025 state income tax returns: the Oregon kicker credit is officially back. This unique tax refund mechanism is triggered when actual state revenue exceeds projections by more than 2 percent. … Read more…

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October 28, 2025

Protecting Your Dental Practice from Fraud: What Every Dentist Needs to Know

Fraud is an increasing concern for dental practices of all sizes. Whether you operate a solo office or manage a multi-provider group, your practice may be more exposed to financial risk than you realize. With rising operational costs and limited … Read more…

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