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Retirement Plans

The American Taxpayer Relief Act of 2012 (video and summary)

Thursday, January 10th, 2013

For basics on the American Taxpayer Relief Act of 2012 click the link below:

PDF Download: The American Taxpayer Relief Act 2012


What Taxmageddon Looks Like For You

Tuesday, November 13th, 2012

Tax laws often change. Certain items have minor implications; others can completely change your tax planning strategy. Changes scheduled to come in 2013 are large. The following will provide you with insight into what the new taxes mean to you and your tax planning strategy.


Is Gold Worth Its Weight?

Thursday, June 21st, 2012

During a weak global economy and uncertain financial markets, many investors tout the benefits of holding gold. Some proponents claim that gold deserves a significant weighting in most investors’ portfolios. Gold’s often-cited portfolio benefits include a strong long-term return, a hedge against inflation, and safe haven during turbulent times.  But does the evidence build a case for holding gold as a separate asset class? Let’s look at historical returns for the answers…


Know Why You’re Investing Before You Begin, by Barry Oliver, CPA/PFS

Tuesday, March 6th, 2012

You may read in the popular press a dizzying array of wealth “treatments,” including the debate on whether active or passive investing is the best tactic. We recommend turning the comparison on its head. Why are you investing to begin with? Once you’ve answered this question, the debate is already over. Passive investing is sensible investing, regardless of particular market conditions. Now let’s explain why.


Outsmart the IRS: Income Tax Changes for 2012-2013

Tuesday, March 6th, 2012

Partner, Barry Oliver, CPA/PFS recently appeared in Medical Economics with an insightful article that helps doctors with their tax strategies. Click on the link below to read more:


Summer CE Opportunity in Hawaii Sponsored by ADCPA

Tuesday, February 28th, 2012

Registration has been extended until March 15th for dentists interested in attending “The Business of Dentistry” continuing education course in Kauai, Hawaii. The course is being sponsored by the Academy of Dental CPAs and Dr. Charles Blair, and it runs from June 17-23 in Kalapaki Bay, Kauai. Check out the registration information and give us a call if you are interested in attending.


Federal Income Tax Landscape 2012 & 2013

Sunday, January 15th, 2012

Wealth Extractions: Saving Early and Often Parts 1 & 2

Tuesday, February 22nd, 2011

In his Wealth Extractions’ series in the online publication, Dentistry iQ, partner, J. Haden Werhan, CPA/PFS discusses the importance of saving early and often. The article’s insight comes in two parts. Click the links below to read more.


Dentistry iQ – Wealth Extractions: Taking Inventory of Your Investments

Tuesday, February 1st, 2011

In his second in a series of articles published online in Dentistry iQ, partner, J. Haden Werhan, CPA/PFS, explores the importance of doctors taking inventory of their investments. Follow the link below to read more.


Getting From Here to There: The Problems of Under/Over Estimating Your Retirement Planning

Friday, January 21st, 2011

Here’s the simple truth: You are where you are, and you have what you have. The question is: How do you get to where you want to be during retirement years? How do you know if, and when, you have enough? In a recent webinar for the ACCMA, partner, Barry Oliver, CPA/PFS, addressed these and other pertinent retirement questions. Mr. Oliver helped uncover the dangers and pitfalls to look out for when putting your retirement plan together by answering: How should you estimate returns before and after retirement? What should your spending look like during retirement? How long are you likely to live? What can you expect in terms of social security benefits? It’s never too late (or too early) to start planning and asking the important questions. Click the link below to hear the recorded webinar: