Why Your Practice Needs an Employee Handbook Before Hiring Your First Employee

by Don Breckenridge | Oct 2, 2025

< Back to the Insights Gallery Why Your Practice Needs an Employee Handbook Before Hiring Your First Employee Published on If you are a dentist or doctor buying or starting your practice and preparing to hire your first employee, you might wonder: Do I really need...

Paper Refund Checks Are Disappearing — Here’s Your Action Plan

by Don Breckenridge | Sep 25, 2025

< Back to the Insights Gallery Paper Refund Checks Are Disappearing — Here’s Your Action Plan Published on The IRS has announced that it will stop issuing paper tax refund checks to individual taxpayers, beginning September 30, 2025, as part of a broad shift to...

The “Big Beautiful Bill” Charitable Deduction Floor: What It Means for You

by Don Breckenridge | Aug 6, 2025

< Back to the Insights Gallery The “Big Beautiful Bill” Charitable Deduction Floor: What It Means for You Published on The One Big Beautiful Bill Act – often dubbed the “big beautiful bill” – has ushered in major tax reforms that will affect...

What the “One Big Beautiful Bill” Means for Healthcare Practices: A Financial Advisor’s Perspective 

by Don Breckenridge | Jul 9, 2025

< Back to the Insights Gallery What the “One Big Beautiful Bill” Means for Healthcare Practices: A Financial Advisor’s Perspective  Published on On July 4, 2025, the “One Big Beautiful Bill” was officially signed into law, marking one of the most...

The Savings Formula: Striking the Balance Between Spending, Saving, and Investing

by Don Breckenridge | May 14, 2025

< Back to the Insights Gallery The Savings Formula: Striking the Balance Between Spending, Saving, and Investing Published on In recent years, the constantly shifting economic landscape—marked by rising inflation, changes in interest rates, and unpredictable...