Personal Finances | Estate Planning

Three Strategies To Avoid Becoming “The Richest Man In The Graveyard”

We help you develop a plan to successfully manage the unexpected.

Tax | Practice/Corporation

5 Last-Minute Tax-Saving Moves For 2019

We promise expert strategies to help you reach your goals faster and with less stress, and we deliver. This curated list is one not to miss.

Transitions | Partnerships

Four Qualities Your New Doctor Must Have To Be A Successful Partner

You need to make it clear that an offer of partnership will be extended if, and only if, the new doctor exhibits qualities of the new partner that you determine.

Personal Finances | General/Other

5 Simple Steps To Protect Against Cyberattacks

2019 losses for the healthcare industry as a whole are estimated to be $25 billion. Don’t be caught unaware!

Practice Management | Personnel - Compensation

Top 10 Trends To Control Labor Costs

Sometimes it only takes a little tweaking: 58% of doctors surveyed are now using cross-training to control staffing costs.

Practice Management | Billing/Collections

Why You Should Add Medical Coding In Your Practice

While submitting claims to medical payers is similar to dental payers, most dental teams experience challenges. We explain how to navigate them.

Insurance | Health

Does Your Family Have The Right Health Insurance Policy? (Online-Only Article)

With open enrollment season for selecting a new plan open from November 1-December 15, now’s the time to finalize this important decision for your family, and avoid losses suffered by doctors selecting the wrong plan.

Investments | Investment Strategy

Will You Run Out Of Money In Retirement?

Many doctors are losing 4 percentage points annually off investment returns! Learn the primary causes of disastrous investment outcomes with solutions for a more successful retirement.

Practice Management | Personnel - Compensation

How To Incentivize Your Hygiene Department For Greater Profitability

Is your hygienist seeing at least 8 patients per day? If your practice isn’t at full capacity, use this type of bonus plan to motivate staff and fill the schedule.

Marketing | Communication

How To Deal With The Direct-To-Consumer Marketing Threat

Your patients and potential patients who are contemplating direct-to-consumer options should be educated about these facts, so they can make an informed decision about treatment.

Practice Management | Personnel

7 Steps To Become A More Effective Leader

Setting forth a vision that’s shared by everyone is a great way of building camaraderie and loyalty. But you must also translate that vision into action.

Practice Management | Personnel - Compensation

What Impact Will The New Overtime Rule Have On Your Practice?

Who’s exempt from overtime pay? In order to be considered exempt, an employee must pass 3 job duties tests.

Personal Finances | Estate Planning

How To Avoid The 6 Most Common Estate Planning Mistakes

Planning for your death is uncomfortable. But even more uncomfortable is costing your family MILLIONS of dollars from estate planning missteps that were easily avoidable.

Tax | Individual

Just Say No To Syndicated Conservation Easements

During our year-end tax planning webinar, several doctors questioned why we did not recommend these investments. Do you know why?

Practice Management | Budget, Fees, Overhead

Plan Now To Increase Your 2020 Profits (Online-Only Article)

As the year-end approaches, it’s time to make plans for your practice’s improved performance. Learn how to adjust your fees and finalize your practice budget to make it happen.

Tax | General/Other

Top 50 Year-End Tax Planning Strategies

The time is now for you to think about employing strategies that will dramatically slash your taxes in 2019 and 2020!

Investments | Investment Strategy

Are You An Investor Or A Gambler?

By understanding your behavioral tendencies you can potentially avoid financial ruin. See whether you identify more with the symptoms of a financial gambler or signs of an investor.

Practice Management | Personnel

8 Steps To Increase Efficiency By Delegating Right

Are you spending too much time—like most doctors are—on nonessential matters? Learn how to delegate wisely to bolster employee morale and ultimately boost your bottom line.

Tax | Individual

Four Ways To Save Using A Qualified Charitable Distribution (QCD)

Are you charitably inclined and near retirement? If you don’t need your full RMD to meet living expenses, here’s a creative giving strategy with added tax benefits.

Practice Management | Budget, Fees, Overhead

Act Now To Lower Your Dental Supply Costs (Online-Only)

Looking to reduce your dental supply and equipment costs? You don’t need to join a corporate dental group (DSO). Learn how you can enjoy the same, or even greater, savings.

Insurance | Health

How To Provide Tax-Favored Health Benefits To Staff On A Cost-Effective Basis

The results of our member survey reveal how your peers are insuring staff, to help your practice stay competitive and successfully recruit (and keep) the best employees.

Practice Management | Profitability

Start More Aligner Cases By Offering More Flexible Payment Options

Only 39% of U.S. adults have $1,000 or more cash on hand to meet a financial emergency! So use this payment plan approach to improve affordability, convert more new patients, and increase profits.

Tax | General/Other

How To Get Your CPA On Your Side In Cutting Your Taxes

Want your CPA to “let you” be more aggressive in claiming legitimate business tax deductions? Use these 3 steps to make it happen.

Practice Management | Personnel

The 7 Deadly Sins Of Personnel Management: How To Avoid Them

All of these sins are avoidable, and fortunately most are also easily corrected. Set up your practice for greater success by becoming a better manager.

Personal Finances | Budgeting, Spending, Saving

Save Thousands By Purchasing Your Next Car Online

A better buying experience, explained! How you can take advantage of a newer, less painful car buying process—whether you’re shopping for a new or used car.

Insurance | Life, Disability, Business Overhead

How To Get The Most Out Of A “Losing” Life Insurance Policy

Doctors often come to us for help after they’ve been sold expensive whole life policies as an “investment.” Here’s what we tell them, including 3 strategies to consider.

Personal Finances | Debt Management

Take Advantage Of Falling Home Mortgage Rates To Save Over $56,000 (Online-Only Article)

The global economic slowdown has increased stock market volatility, but also reduced interest rates. Learn how you can use those lower rates to produce big savings!

Marketing | Marketing Strategies

Members’ Survey Reveals Which Marketing Strategies Are Working Best For Busiest Doctors

Would you surprised if the “winning” doctors—operating at full capacity—are getting BETTER results while spending LESS money on marketing? Plus, 3 requirements you must satisfy to maintain a highly-effective patient referral program.

Practice Management | Productivity

5 Steps To Launch A Continuous Improvement Program In Your Practice

Organizations often invest thousands or even millions in soliciting new ideas for improvement but never actually implement them. Your practice can be different. We show you how.

Personal Finances | General/Other

How To Prevent Mistakes In Claiming Social Security Benefits From Costing Your Family Over $100,000

Did you know married doctors have over 100 options for claiming benefits? Be sure you understand the key ages, myriad factors, and the 3 general rules to guide your Social Security timing.

Investments | Investment Strategy

2 Strategies To Help Protect Your Stock Market Gains

The key to being a successful long-term investor? Don’t try to time the stock market!! Instead, build an investment plan that reacts to anything the stock market throws at you.

Tax | Individual

How To Use Appreciated Stocks To Cut Your Taxes And Improve Cash Flow

There’s a better way to take advantage of record stock gains and eliminate debt without paying any taxes. Here’s how.

Practice Management | Budget, Fees, Overhead

Time To Renegotiate Your Invisalign Lab Fees

Next time you speak with your Invisalign sales rep, advise him/her that you are willing to pay the $1,230 average case fee for their product.

Tax | Individual

Heat Up Your Tax Savings With Solar

You can claim a federal income tax credit equal to 30% of the solar cost in 2019, before the credit drops to 27% in 2020, and 22% in 2021.

Personal Finances | General/Other

How To Get Your Share Of The Equifax Data Breach Settlement

Several types of compensation are available, depending on how you were affected.

Marketing | Marketing Strategies

Compare Your Marketing Results With Our Members’ Survey (Online-Only Article)

Your connection to fellow members and how their practices are faring heading into back-to-school season!

Personal Finances | General/Other

Should You Retire Early? 6 Steps To Avoid The Pitfalls

While most doctors look forward to retirement, it may be bad for your health, if not properly planned.

Personal Finances | Credit

How To Reduce Travel Costs By Making The Most Of Your Credit Card Rewards

You must carefully evaluate how to use your points and miles to make sure you are getting a good return on your points.

Marketing | Referrals

16 Strategies To Cultivate Patient Loyalty And Boost Referrals

Simple, sometimes forgotten habits of highly successful practices.

Insurance | General/Other

Do You Need Cyber Security Insurance Coverage For Your Practice?

Be sure to answer these 4 questions when evaluating your practice’s need for a cyber insurance product.

Personal Finances | General/Other

How To Protect Your Personal Data From Spying Smart Devices

While the developers of smart devices claim the data points they gather help your device do its job better, what’s the cost to you?

Practice Management | Personnel - Compensation

Attract Top-Notch Employees By Helping Them With Student Loan Repayment

3 ways to increase employee satisfaction and loyalty.

Personal Finances | Debt Management

Prepaying Your Student Loans Or Saving For Retirement—Which Is Best? (Online-Only Article)

We realize this is a highly-emotional decision, and many doctors don’t want to be confused by the facts. We help you through the maze.

Practice Management | Building/Facility

Use Data Analytics To Optimize Your New Office Location And Target Marketing

Moving to a better office space usually proves to be an excellent investment. But how do you decide where to locate and market your practice?

Practice Management | Industry Trends

How Rapid Changes In The Aligner Market Will Affect Your Practice

As technology and software improve, and costs decline, it won’t be long before orthodontists can manufacturer aligners in their office using 3D printing.

Personal Finances | General/Other

3 Options To Speed Your Way Through Airport Screening

These tips can cut wait times down to as little as 5 minutes! So before you plan your next trip, consider these time- and stress-saving membership options.

Tax | Audits

How To Avoid 5 Costly Traps When Dealing With The IRS

Don’t simply throw in the towel. Use this article to see your way through the sometimes sticky web of IRS communications.

Practice Management | Personnel

How To Motivate Your Staff For High Performance

Understanding these 7 different needs and using the correct techniques to motivate your employees can make a huge difference in your practice profitability!

Personal Finances | Estate Planning

Don't Wait For A Tragedy To Tune Up Your Estate Plan

Sadly, very few doctors have done a superb job of advanced estate planning. Make sure your family is protected using these 8 steps.

Personal Finances | Debt Management

How To Take Advantage Of Lower Mortgage Rates (Online-Only Article)

Don’t let this opportunity for “free money” from falling mortgage interest rate pass you by. Learn how to cut your home and practice financing costs now!

Practice Management | Industry Trends

Reader Survey Reveals Practice Profits Increasing

Our signature Practice Profitability and Economic Survey results are in! Find out details of your peers’ success over 2018 and compare your practice stats to these trends for maximum benefit.

Practice Management | Managed Care

3 Steps To Increase Profits By Reducing PPO Participation

Most practices CAN reduce PPO participation. So most likely, YOU CAN too! Learn more about one of the fastest and most cost-effective ways to add 4-10 percentage points to your profit margin.

Practice Management | Patient Satisfaction

17 Strategies To Satisfy Angry Patients And Protect Your Reputation

Even practices offering superior customer service will occasionally encounter an unhappy patient. Here’s how to mitigate the damage when an irritated patient confronts you or your staff.

Tax | Individual

How To Nail Down State Income Tax Savings In Retirement

Document your move to a no income tax state—and protect your tax savings in the event of an audit—using these steps, plus apps to help make it happen.

Personal Finances | Budgeting, Spending, Saving

Considering Buying A Second Home? Calculate The True Cost Of Ownership Before You Purchase!

Our analysis helps you determine if owning your vacation home is a wise move, or whether you’re better off renting a vacation property and using the added cash flow to boost retirement savings.

Investments | Tax Strategies

HSA Investing Made Easy

Most doctors leave their HSA contributions in accounts earning little or no interest, or worse... But there’s a smarter way to manage your HSA, and to take advantage of its perks.

Practice Management | Industry Trends

Historical Profitability Benchmarking By Specialty (Online-Only Article)

How did your practice overhead in 2018 and the past few years compare with your colleagues? The most successful practices review their practice stats regularly alongside industry trends.

Practice Management | Industry Trends

Five Strategies To Win The War Against Corporate Dentistry

How can you compete and win? Use these strategies to survive and prosper in the fight against corporate dentistry.

Marketing | Internet/Website

Use Cost-Effective Video Testimonials To Increase New Patients

Six field-tested tips to garner the best results in producing your own marketing video.

Practice Management | Profitability

How To Avoid Common Coding And Insurance Administrative Errors

Make sure you and your insurance team are properly informed and trained with up-to-date resources so you aren’t blindsided.

Practice Management | Budget, Fees, Overhead

Attack Your Practice Overhead To Cure The Cash Flow Flu!

If you’re not satisfied with your financial results, now’s the time to take action.

Practice Management | Profitability

Top Strategies To Reduce Profit-Robbing Broken Appointments And Cancellations

Here are our best ideas to minimize your losses.

Tax | Practice/Corporation

How To Get The Maximum Savings From The New 20% Section 199A Tax Deduction For Your Real Estate Investments

The IRS recently issued final Section 199A designed to answer a multitude of questions. Here’s how to navigate the new rules for maximum tax savings.

Personal Finances | Budgeting, Spending, Saving

6 Ways Financial Apps Can Help You Control Spending/Boost Savings (Online-Only Article)

There are several financial apps to help you use logic, rather than emotion, to improve your finances.

Personal Finances | General/Other

10 Strategies To Guard Your Privacy, Protect Your Assets, And Slash Your Taxes Using FLPs/LLCs (Part Two)

These recommendations help you manage your livelihood well for today and tomorrow.

Marketing | Internet/Website

Top Social Media Do’s And Don’ts To Gain New Patients

Plan your work and then work your plan!

Practice Management | Profitability

How To Lower Your Supply Costs Without Going Corporate

So far CDA members have realized savings of over $2.6 million through this purchasing power play.

Personal Finances | General/Other

Young Doctors’ 10 Most Common Financial Mistakes And How To Avoid Them (Part Two)

The most common feedback we hear from clients after years of making mistakes is “I wish I would’ve come here 10 years ago for help.”

Practice Management | General/Other

Use A Password Manager To Protect Your Personal And Practice Data From Loss

Letting your browser store your passwords and log in information for convenience? A seemingly safe idea that leaves you and your practice vulnerable to thieves.

Practice Management | General/Other

Visit Other Practices To Improve Your Own—And Cut Your Taxes

One of your best investments for 2019!

Tax | Practice/Corporation

How To Get The Biggest Savings From The New 20% Section 199A Tax Deduction

Including 8 solid strategies to help you qualify if your income is over the threshold.

Practice Management | Profitability

Avoid These Common Fee, Insurance Coding, And Administration Errors To Improve Profits (Online-Only Article)

You may be leaving thousands of dollars on the table!

Personal Finances | General/Other

10 Strategies To Guard Your Privacy, Protect Your Assets, And Slash Your Taxes Using FLPs/LLCs (Part One)

Slam dunk #3 for savvy doctors with college-bound children can allow savings up to $70,000 per child in federal and state income taxes.

Tax | Practice/Corporation

New Aligner Technology Expanding Tax/Economic Benefits From In-House Lab

Qualified research for the R&D tax credit must meet these 4 criteria.

Investments | Investment Strategy

How To Invest To Reduce Risk And Taxes

This will allow you to maximize your after-tax investment returns and sleep better at night for increased peace of mind.

Practice Management | Patient Satisfaction

Are Excessive Waiting Times Damaging Your Practice?

Vital steps to reduce patient wait time and increase your practice production!

Personal Finances | General/Other

Young Doctors’ 10 Most Common Financial Mistakes And How to Avoid Them (Part One)

Use these tried-and-true debt management strategies to be & stay debt-free!

Tax | Individual

Update On Protecting Your Charitable Contribution Deductions

A member resource benefit for protecting your deduction!

Practice Management | Personnel

Get It Right The First Time: Use Temp-To-Hire To Recruit New Staffers

Although you could do this on your own, it’s better to go through an employment agency.

Personal Finances | General/Other

Want To Buy A Timeshare? Don’t! Already In And Want Out? Here’s How. (Online-Only Article)

85% of timeshare owners later regret their purchase and want out. Read on for best vacationing tips.

Practice Management | Personnel - Compensation

Use This Pay Strategy To Motivate Your Staff For Practice Growth

Here’s how you should structure your bonus plan. Plus, two new key benefit options to dramatically increase your staff’s perceived value of their bonus.

Tax | General/Other

6 Steps To Jumpstart Your 2019 Financial Success

Do you know what the maximum retirement plan and HSA contributions are for 2019? Get the answer & other expert financial planning tips for a more bountiful New Year!

Personal Finances | Budgeting, Spending, Saving

Top 3 Budget Apps To Improve Your Personal Finances

Recommended tools from the Editor to help you manage your household finances with less stress & more saunter!

Practice Management | Personnel

10 Proven Tips For Recruiting The Best Employees

Use these guidelines to hire people who will enhance your office and help build your practice.

Retirement Plans | General/Other

Use A Proactive Retirement Plan Advisor To Help Meet Your Financial Goals

If your retirement plan advisor is not providing this service for you, it's time for a change.

Tax | Individual

Beware—IRS Is Trying To “Scrooge” You Out Of Your Charitable Contribution Deductions!

Here’s what you need to know to stay out of hot water!

Practice Management | Embezzlement

How The Grinch Almost Stole Christmas—5 Reasons You Should Sign Every Practice Check!

If you have a signature stamp, destroy it immediately!

Investments | Investment Outlook

What's Up With The Stock Market? (Online-Only Article)

After registering decent gains through September, stocks suffered their worst quarterly loss in years. With volatility unlikely to abate, what’s ahead for 2019?