Insights & Resources
Explore insights from Focus thought leaders and specialists on the financial decisions that shape your life and wealth. Browse articles, videos, podcasts, and other resources covering investing, retirement, tax and estate planning, business ownership, and more.
-
November 02, 2026
Year-End Tax Planning for Dental and Medical Practice Owners
Year-end tax planning helps dental and medical practice owners manage taxes, cash flow, and long-term wealth. Through strategic coordination, owners can make more calculated decisions and maximize the value of available deductions.
Read the article -
October 01, 2026
Should You Buy or Lease Your Dental Practice Office Space?
For dental and medical practice owners, deciding whether to buy or lease office space requires balancing real estate ownership opportunities with practice needs, cash flow, tax planning, and long-term transition goals.
Read the article -
September 01, 2026
Debt: A Burden or a Wealth Creation Tool?
Debt can feel like an obstacle, but when used strategically, it can help clinicians build long-term wealth through thoughtful capital allocation.
Read the article -
April 27, 2026
Business Succession Planning Checklist: 9 Steps for a Successful Ownership Transition
A step-by-step business succession planning checklist to help protect valuation, reduce tax exposure, and align your exit with long-term wealth goals.
Read the article -
October 01, 2025
The One Big Beautiful Bill: Planning Opportunities for Clinicians and Practice Owners
Three provisions in the One Big Beautiful Bill Act could impact tax planning for practitioners.
Read the article -
November 01, 2024
The Corporate Transparency Act: What Business Owners Need to Know
Business owners, are you sure you’re in compliance with the Corporate Transparency Act? In January, penalties will begin if you haven’t filed an initial report with your ownership details.
Watch the video -
October 01, 2024
Trends in Dentistry: Maintaining a Profitable Practice in Light of Low Reimbursement Rates
Low insurance reimbursement is a top challenge for many practice owners. What are your options to maintain profitability?
Read the article -
August 26, 2024
5 Reasons to Start Succession Planning for Your Business
Planning early for a business transition can make all the difference for your financial plan. Business Solutions Director Chuck Laverty shares five reasons that business owners should not delay succession planning.
Read the article
Stay Connected With
Focus Partners
Want more resources like this? Click here to receive financial insights, articles, videos and webinar invitations.