Finance

Bruce Bryen is a certified public accountant with over 45 years of experience and is a part of Baratz & Associates CPAs. He specializes in deferred compensation, such as retirement planning design; income and estate tax planning; determination of the proper organizational business structure; asset protection and structuring loan packages for presentation to financial institutions. He is experienced in providing litigation support services to dentists with Valuation and Expert Witness testimony in matrimonial and partnership dispute cases. He is also a financial writer for several dental journals. You may contact him at 609-502-0691 or at 

Articles

Dental advisors and dentists have some ideas on using retirement plans to create a current tax savings boon for the dental practitioner.

Tips to Reduce the Tax Upon Transitioning the Dental Practice

Deferred compensation arrangements enable sellers to pocket more money despite lower dental practice values.

An Innovative Approach to Transitioning After the Pandemic

Dentists need to understand finances, safety and the future during these pandemic times.

Evaluating retirement plans post-COVID-19

The seduction of the retirement plan for the dentist and dental practice employees

When you're planning to improve your financial future, don't procrastinate. As Mick Jagger also sang, "Time Waits for No One."

Annuity Puts Time on Your Side Ask The Rolling Stones

Ads touting 8% guarantees are misleading, though not quite false. Real rates around 4% range are attractive enough and much more reliable.

How to Spot Misleading Annuity Rates

It's tempting to overinvest in stocks today, but everyone still needs some safe footing from other places. For part of your safe-money portion, fixed annuities offer guarantees, higher rates, and tax deferrals.

Even in a Bull Market You Still Need an Asset Allocation Plan

It's hard to look at guaranteed lifetime payments from a company pension plan and think that might not work for you. Yet sometimes, that is the case as every finical situation is unique. So, make sure to weigh all of your options before you decide between a pension or a lump sum IRA.

Pension or Lump Sum? Compare Payouts Before You Decide

401k, IRA, traditional IRA, Roth IRA, so many retirement options where does one begin? First, make sure you know the difference between a traditional IRA and Roth IRA before considering steering away from the 401k path.

What Are the Differences Between a Traditional IRA and a Roth IRA?

Not sure whether a Cash Balance Plan is right for your practice? Here are the 6 key factors that make your practice a good fit for a potential plan.

Retirement