Healthcare Blog

More Changes to the Paycheck Protection Program (PPP) Impacting Small Businesses

Everyone, I just worked with Kari Heinze, an associate with my firm, to issue a client alert on our firm’s website. Changes to the Paycheck Protection Program (the “PPP”) were announced on February 22, 2021, that specifically impact small businesses with fewer than 20 employees. Additional changes have been made to the loan amount calculation […]

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Defining Qualified Wages Under the 2020 and 2021 Employee Retention Credit

Everyone, I just worked with one of our associates in my firm to issue a client alert on our firms’ website. In response to the economic downturn at the start of the coronavirus pandemic, Congress passed an employee retention credit under the CARES Act. The employee retention credit is a refundable tax credit for qualified […]

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The Importance of Shareholder Agreements In Our Client’s Succession Plan

As a business advisor and dental attorney working with many dental practices and individual dentists, I commonly field questions from clients and make recommendations to clients regarding their estate and succession plans. Each client that I talk with may have a different motivation for raising the question, or recommendations may vary depending upon the specific […]

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Vince Nardone Discusses Choice of Entity With Ohio CPAs at The Ohio Society of CPAs MEGA Tax Conference

On December 14, 2020, Vince Nardone discussed choice of entity at The Ohio Society of CPAs MEGA Tax Conference in a session titled “Choice of Entity: Reality vs Fantasy”. During Vince’s choice of entity discussion, Vince covered the first step in forming any business—choosing an entity, as well as the tax considerations, advantages, and disadvantages […]

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Join FocusCFO in Discussing Tips to Drive Business Recovery in 2021

As I continue to work with our business owners, high-net-worth individuals, and high-income earners, we continue to be impacted by the economic changes caused by a number of different events, including COVID-19. There are times when we simply cannot control and cannot prevent certain things from happening. But, we can certainly control how we respond. […]

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Vince Nardone Recently Presented on Professional Liability and Minimizing Exposure With Dentists at the Midwest Implant Institute’s “[605] The Digging Out of Problems Course”

As a follow up to a few weekends ago, thank you to Dr. Robert Heller, Dr. Thomas Bilski, Samantha Heller and the rest of the team at the Midwest Implant Institute for the opportunity for Vince Nardone to discuss Professional Liability and Minimizing exposure at their “[605] The Digging Out of Problems Course.” The experienced […]

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Associate Dentist Compensation and Incentives. How Do Dental Practices Develop Loyalty and Maintain Qualified Experienced Dental Associates? Consider Phantom Stock and Stock Appreciation Rights

As a business advisor and attorney working with many closely-held businesses, including dental practices, we are commonly approached with the question, “how do we maintain our superstar dental associates and why do they keep leaving?” This question is not uncommon and is not limited to dentistry. Rather, the issue of maintaining our high-quality team members […]

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Dental Practice Purchase in Massillon, Ohio – Congratulations to Dr. Andy Baltzly

I would like to congratulate Dr. Andy Baltzly on the recent purchase of his newly owned dental practice in Massillon, Ohio. The practice is located at 8562 Navarre Road SW, Massillon, Ohio, and will operate under the name Baltzly Dental. Thank you, Dr. Baltzly, for allowing me to be involved, and for allowing us to […]

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Dr. Stoner and Dr. Kreitzer Expand Their Reach

I would like to congratulate Drs. Jason Stoner and Michael Kreitzer on the recent acquisition of a Periodontal Practice in Whitehall. The practice is located at 5180 East Main St. Columbus, Ohio 43213, and will operate under the name East Columbus Periodontics and Dental Implant Specialists. This expansion will allow additional periodontal specialty services to […]

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Asset Protection: Do Not Over Complicate It

As a business advisor and attorney working with many closely-held businesses, including healthcare professionals such as doctors and dentists, I commonly field questions from clients and make recommendations to clients on the concept of asset protection. Each client that I talk with may have a different motivation for raising the question, or recommendations may vary […]

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