Retirement Planning

Succession Planning and the Impact of DSOs

Succession planning

I had the pleasure recently to talk with Dr. James Woodyard and many other successful dentists this past Wednesday, August 16th, as part of the Select Study Club. Dr. Woodyard and I discussed the importance of succession planning, and the impact of DSOs. It is such a wonderful time to be having this discussion. As […]

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An Outlook on Succession Planning

Succession planning

On Wednesday, December 8, 2021, Vince Nardone presented at the Ohio Society of CPAs Winter CPE Conference. During the eight-hour conference, professionals discussed how 2022 will be a return to normality. Additional topics covered included accounting, auditing, state and local tax developments, technological advances, and professional standards/responsibilities. Vince specifically contributed to the business discussion by […]

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5 Common Financial Mistakes Young Dentists Make

As dental attorneys and advisors in Columbus, Ohio, Nardone Limited regularly assists our dental clients with their various business, financial, and tax needs. Whether you are a recent dental school graduate looking to secure your first associate dental position or an experienced dentist buying and selling established dental practices, it is imperative that you make […]

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The True Cost of Retirement

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, […]

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Sponsoring a Retirement Plan for Your Dental Practice

One key to attracting and retaining top-notch talent at your dental practice is offering employees a retirement plan. Once you decide you want a retirement plan in your dental practice, you should contact an experienced tax attorney or dental practice attorney who is familiar with retirement plans. Together, you can choose the right type of […]

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