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Private Client Services

Private Client Services Uncategorized

Making the Leap: Adding a Partner to your Dental Practice

Running a dental practice as a single practitioner is both rewarding and demanding. For many dentists, there comes a point…

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Private Client Services Uncategorized

Pass-Through Entity Tax Credit versus Nonresident Withholding: A Guide for Dentists 

If you’re a dentist who owns or co-owns a practice, especially one structured as a partnership or S corporation, you’ve…

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Private Client Services Tax Team Thoughts

Do You Need a Trust? 

CPAs often emphasize the tax benefits of trusts. Trusts can help minimize estate taxes and, in some cases, income taxes….

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Private Client Services Team Thoughts

Tis the Season for a Roth IRA Conversion

November and December are often the months of the year when people do a Roth IRA conversion. Before we get into…

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Communication Private Client Services Team Thoughts

Required Minimum Distributions (“RMD”) for IRAs inherited in 2020-2024

We finally have long-awaited clarification on the requirement to withdraw minimum distributions from an inherited IRA as a follow-up to…

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Communication Private Client Services Team Thoughts

Stretching Your Inherited IRA: Maximize Your Benefits

You are probably used to hearing us tell you that deferring payment of your taxes is always the best option…

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