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Your resource to reaching your financial goals faster—with greater confidence and less stress. Discover why thousands of your colleagues trust The McGill Advisory.
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Most dental clinicians pay higher taxes than they need to—because they don’t know the legal strategies available for reducing their tax bill by thousands of dollars annually.
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Learn proven techniques for managing your office that can boost revenue and reduce costs to increase your practice profits by five figures or more.
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Too many doctors allow their hard-earned money to slip through their fingers. Discover precautions for ensuring you conserve what you’ve rightfully earned.
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A rewarding retirement is not automatic—it takes a strategy. Find out what smart doctors do now to fulfill their future dreams.
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Personal Finances | General/Other
How To Avoid The Top 10 Retirement Planning Mistakes (Part 1 Of 2)
Avoiding common pitfalls can make or break your retirement plans. Here are five key missteps to watch for now to ensure a smooth, financially secure transition later.
Read ArticleInsurance | General/Other
Review Business Owner’s Policy (BOP) For Potential Disruption Claims
Review your Business Owner’s Policy for overlooked provisions that may cover unexpected disaster losses in the wake of Hurricanes Helene and Milton.
Read ArticleMarketing | New Patients/Treatment Acceptance
How To Quickly Fix The Top 3 Treatment Acceptance Mistakes
Boost production effortlessly by uncovering the hidden pitfalls that may be holding back your treatment acceptance rates—without spending more on marketing.
Read ArticleInsurance | Health
How To Pick The Best Health Insurance Coverage For Your Family
As health insurance premiums continue to rise, October marks the enrollment period to secure the best coverage for your family in 2025. Learn how to evaluate plan costs, benefits, and tax implications to avoid costly mistakes and select the most effective option for your needs.
Read ArticleTax | General/Other
Dentist Indicted For Tax Fraud - 3 Steps So It Won’t Happen To You!
A Colorado dentist faces criminal tax fraud charges after using questionable trust shelters to hide millions in income. With the IRS cracking down on tax schemes targeting high earners, follow these essential steps to keep your practice safe from similar pitfalls.
Read ArticleTax | Practice/Corporation
New IRS Ruling Creates More Flexible Options For Staff Benefits
Want to boost staff satisfaction and retention? A new IRS ruling lets employers offer flexible benefits, allowing employees to allocate funds to retirement, health savings, loan repayment, or healthcare. This program could give practices a competitive edge in attracting top talent.
Read ArticlePersonal Finances | Budgeting, Spending, Saving
Match Your Children’s 401(k) Contributions To Build Great Saving Habits
Set your kids up for financial success by matching their 401(k) contributions. This strategy encourages long-term saving habits without dipping into their Roth IRA for education, paving the way for a strong financial future.
Read ArticleInvestments | Investment Strategy
Avoid These 3 Investments To Maximize Your Returns
Want to maximize your returns? Some popular investment options come with hidden pitfalls. Learn which strategies to avoid and how to build wealth wisely.
Read ArticleTransitions | General/Other
How To Handle Office Ownership When Taking In A New Partner
Bringing a new partner into your dental practice? Don’t overlook office ownership. Ensuring fair real estate buy-in and rent agreements avoids conflicts and strengthens partnership stability. Here’s what to consider for a smooth transition.
Read ArticleMarketing | Communication
Time To Notify Your Patients Of Their Unused Benefits
With year-end approaching, now’s the perfect time to remind patients about unused dental benefits. A quick notification can encourage them to schedule needed treatments, benefiting both their health and your practice.
Practice Management | Budget, Fees, Overhead
4 Steps to Set Your Fees for 2025 (Online Only Article)
Prepare for a profitable 2025 by setting the right fees. Follow these four steps to balance your fee schedule, adjust for inflation, and grow your practice revenue without overthinking it.
Read ArticleMore Member Resources
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