As part of Nardone Limited’s tax planning and tax controversy services that our seasoned attorneys provide, we wanted to summarize the President’s federal budget proposals for fiscal year 2015. The President released his budget on March 4, 2014, which covers many provisions that affect a wide variety of taxpayers. Thus, we are only providing you a […]
By: Justin Rigsby, First Defense Alarms Embezzlement is a serious issue for any small business. Dental practices are particularly susceptible to embezzlement because the direct job of the owner is to work with the patients—not necessarily the front office. As dental practices grow, more employees are introduced into the success equation. The problem with a […]
Mandatory arbitration agreements with employees can protect dental practices from costly litigation. Nardone Limited recommends that our dental practice clients consider requiring their employees to sign an agreement requiring arbitration, instead of litigation, as a means to resolving any employment issue. This article explains the benefits of arbitration agreements, how to ensure the agreement will […]
As a dentist, your particular retirement plan varies depending upon your career path and spending habits. Recent research, conducted by David Blanchett, CFA, CFP, Head of Retirement Research at Morningstar Investment Management, was published in his Working Paper dated November 5, 2013. It suggests that the true cost of retirement may be less for some, […]
Last month we addressed several reasons why you would want to avoid probate. This month we explore the methods in which you may avoid probate. Only probate property is administered in the probate proceeding. Probate property is all property that is titled in the decedent’s name alone and which does not have a beneficiary designated […]
