Finance

Feel free to contact J. Haden Werhan, CPA/PFS, principal and owner of Thomas Wirig Doll, an accounting and wealth management firm that works with dentists. He can be reached at haden@twdadvisors.com or (877) 939-2500.

Articles

 It’s 2010, and it’s official. With the advent of the new year, we also face an intriguing new tax-planning option, one that offers us both opportunities and challenges, especially during 2010–2112. It’s the arrival of new IRA-to-Roth-IRA conversion rules. Now that they’re here, it’s worth taking a bit of time from the bench to consider what they mean to you, your wealth, and your retirement and estate planning needs.

The Roth IRA conversion gamble?

 You can’t talk strategic planning without talking statistical interpretation of success, and you can’t talk statistics all by yourself. In the small business of dentistry, it is essential to keep the staff educated and engaged in your vision, values and strategies. That requires forwarding the concept of open book management as a key practice management tool.  An open book?  Open book management is when businesses share key financial and strategic details with employees. 

Should you open that door?

 Crest Oral-B is accepting nominations for its second annual Pros in the Profession awards program. Pros in the Profession recognizes six dental hygienists who have demonstrated a true passion for making a difference in the lives of their patients. Do you work with an inspiring dental hygienist? Nominate him or her! Read the full press release below...

Money