Edwards & Associates, PC

10/16/2026

As a owner, you should never lie on taxes. As careful as you should be about embellishing expenses, you should be extra cautious about hiding income. One can cause an audit, making you pay more in taxes, and one could actually land you in jail!



Learn the difference in this : https://player.captivate.fm/episode/7670fe31-10a6-4d0a-9c93-6463efd345c3/.

10/16/2026

A generic bio, credentials plus a line about loving patient care, is easy for AI to generate and just as easy for patients to skim past.

What actually builds trust before a patient walks in the door is specificity: why someone chose dentistry, what they're like outside the office, small details that make them memorable.

In a market where AI can produce polished but interchangeable copy in seconds, the personal and specific is what stands out.

https://www.drbicuspid.com/dental-practice/patient-communication/marketing/article/15834533/your-dental-team-bio-may-be-doing-more-marketing-than-you-think

10/15/2026

It's easy to stop noticing the small things in a space you walk through every day: a flickering light, an outdated sign, how long it takes someone at the front desk to say hello.

Those details shape a patient's first impression before a single word about their treatment gets said. Worth walking through your own practice occasionally as if you were a first-time patient, and being honest about what you notice.

https://www.entrepreneur.com/building-a-business/your-first-impression-lives-in-the-details-heres-how-to-see-your-business-the-way-your-customers-do

The best businesses aren't the flashy ones — they're the ones where someone cared enough to think about the entire customer journey.

10/15/2026

Can you write off your entire vacation if you're there for business, or even if you and your spouse make sure to talk about some business while you're there?

This is definitely one of those situations where you need to proceed with caution, as the IRS will have extra eyes on it. In some situations, you can write off PART of your vacation, but taking off the whole thing is difficult territory.

We discussed this and so much more in this episode of Beyond Bitewings, where we answered some of your biggest questions.

You can find the full episode on your favorite podcast player, or here: https://eandassociates.com/navigating-business-deductions-common-tax-questions-answered

10/14/2026

Every stage of practice ownership comes with its own financial checklist, and most owners are working through more than one at a time.

Have you locked in financing and entity structure if you're just starting out? Are you tracking KPIs and reviewing your fee schedule if you're growing? Have you updated your estate documents if retirement is on the horizon?

We built a Financial Health Checklist covering all four stages because most owners don't realize how many boxes overlap until someone walks through it with them.

https://eandassociates.com/wp-content/uploads/2025/02/Edwards-Associates-Financial-Health-Checklist.pdf

10/14/2026

Can you gift a $25,000 Rolex to your employee and write it off?

Many think they can offer gifts to 'employees' and write off that gift to the IRS. However, the IRS has other thoughts and limitations on what you can provide as gifts to your employees.

On this episode of Beyond Bitewings, we answered some of your most common tax questions, and the answer to this one may surprise you. The IRS hasn't changed this limit in a really long time.

You can listen to this full podcast on your favorite podcast player or here:
https://eandassociates.com/navigating-business-deductions-common-tax-questions-answered/

10/13/2026

Many dental practice owners are often seeking ways to make their hard-earned money work for them. However, knowing where and when to invest that money can be daunting. In this episode of Beyond Bitewings, we talked to Paul Montelongo of Montelongo Capital to discuss the important factors he looks for when selecting properties to purchase with his investors, how you can start seeing cash flow almost immediately, and how he helps create a new stream of revenue for health care providers and .

You can find the full episode on your favorite podcast player or by visiting:
https://eandassociates.com/cash-flow-and-equity-investment-tips-for-dental-professionals/

10/13/2026

High earners who've already maxed out a standard 401(k) may have another option worth knowing about. A mega backdoor Roth allows certain plans to accept additional after-tax contributions, up to $72,000 total in 2026 once employer contributions are included, which can then convert to Roth savings. Not every plan allows it, and the details around timing and conversion matter. If retirement savings has felt maxed out under the usual limits, this is worth a conversation.

https://smartasset.com/retirement/mega-backdoor-roth-401k-how-to-max-tax-benefits

10/12/2026

Most dentists preparing to sell have never heard the term "asset sale" until it's already on the table, and the distinction matters more than the label suggests.

An asset sale allocates value across equipment, receivables, and goodwill, each taxed differently, which gives more room to structure a favorable outcome.

A stock sale is taxed more uniformly but is far less common in dental transitions.

Neither is automatically better. The one that serves you depends on how the deal gets structured long before anyone signs anything.

https://eandassociates.com/service/transition-services-for-dentists/

From starting up to selling an existing practice and everything in between. We act as the broker between parties, finding buyers and sellers!

10/12/2026

When is the right time to buy or start a new practice?

Costs seem to be rising constantly, and many aspiring practice owners are waiting for that moment when costs will fall. However, like most things in life, there's no better time than the present.

Costs won't go back down, just like you won't suddenly decrease the fees you charge in your dental practice. So, waiting for the right time may cost you a lot of money in the long run.

We had a great conversation with Danielle at Huntington Bank about some of the best tips for dentists looking for funding to start or buy a practice.

You can listen to the full episode here: https://eandassociates.com/how-to-secure-dental-practice-funding/