9 min read
Your 2023 Year-End Tax Playbook (Dentist Edition)
The end of the year is here, and that means one thing—tax decisions that can either save you money or come back to bite you. In this episode, Jarrod...
dental accounting (3)
11 min read
Change Isn’t Easy—But It Might Save Your Practice
Change can feel exciting… or absolutely terrifying. In this episode, Casey and Jarrod dive into why dentists often resist change, even when it’s the...
9 min read
IRS 2024 Retirement Limit Changes: What Dentists Need to Know
As 2024 approaches, the IRS has rolled out its newest retirement plan limit updates—so Jarrod brings in Four Quadrants’ own tax mastermind, Steve...
17 min read
Surviving Volatile Markets: CEO Jason Smith’s Playbook for Dentists
In this episode, Jarrod sits down with Jason Smith—CEO, Founder, and Chief Investment Officer of Four Quadrants Advisory—to break down the wild world...
10 min read
Are You a Defeated Dentist? The Hard Truth Every Owner Must Hear
In this eye-opening episode, Casey and Jarrod dig into the real reasons so many practice owners feel overwhelmed, burned out, or flat-out defeated....
11 min read
Not All CE Is Worth Your Time: How to Spot the Good Stuff
In this lively episode, Casey and Jarrod dive into the world of continuing education and why so many dentists unknowingly waste time sitting through...
13 min read
S Corp VS C Corp: How Entity Impacts Taxes & Practice Profits
Join Casey, Jarrod, and special guest Kevin Rhoton, CPA & MBA, as they unpack the complex world of dental practice entity structures. From S corps to...
10 min read
Younger Dentists, Big Ambitions & the Changing CE Landscape
Casey and Jarrod are back, diving into the ever-evolving world of dental continuing education and events. From attendance challenges to industry...
7 min read
Record Retention Secrets: Keep What Matters, Ditch the Rest
Join Jarrod and CPA/JD Steve Levy as they tackle the surprisingly exciting topic of record retention! Learn which documents you really need to...
13 min read
Crush High Overhead: Smart Strategies for Your Dental Practice
Is your dental practice bleeding money without you realizing it? Casey and Jarrod break down the hidden costs driving high overhead—from overstaffing...
8 min read
Beat the Dental Slump: Tips to Thrive During Slow Months
Feeling the yearly ebb and flow of your dental practice? Casey and Jarrod share smart strategies to turn slow months into opportunities. From...
10 min read
The Three Questions That Reveal Everything About Your Practice
Before any deep-dive into a practice’s finances, Casey and Jarrod ask three deceptively simple questions—questions that reveal more about a dentist’s...
11 min read
Why Dentists Struggle to Save: Cash Flow Myths That Hold You Back
Saving money should be simple… yet so many dentists can’t seem to do it consistently, even when the practice is producing well. Casey and Jarrod...
11 min read
Stop Tax Surprises: Mastering Quarterly Estimates with Kevin Rhoton
This week, Casey and Jarrod sit down with CPA/MBA and in-house numbers wizard Kevin Rhoton to break down the mystery behind quarterly tax estimates....
15 min read
Retire Early, Live Big: Why Young Dentists Are Taking Control
What happens when dentists find the right advisory team early? Casey and Jarrod share real stories—like the New York dentist retiring four and a half...
9 min read
The Hidden Hygiene Goldmine: Are You Leaving Money in the Chair?
Your hygiene department might be the most underutilized profit center in your entire practice—and Casey and Jarrod are here to pull back the curtain....
12 min read
The 'E' Word: What to Do When You Suspect Embezzlement in the Practice
Embezzlement isn’t just a scary headline—it’s something far more common in dental practices than most owners realize. In this episode, Casey and...
13 min read
Inside the DSO Razzle-Dazzle: What They Don’t Want You to Ask
Fresh off the road from major dental shows, Chad Tothero joins Casey and Jarrod to spill the behind-the-scenes secrets of those flashy DSO booths—the...
9 min read
Avoiding $10K Tax Surprises: What Your CPA Might Be Missing
Tax Day may be over, but the sting of a $10,000 surprise—whether you owed it or got it back—can linger. In this episode, Jarrod sits down with CPA...
8 min read
Spring Cleaning Your Practice: What’s Hiding in Your Financial Garage?
Spring is here, and while everyone else is dusting off shelves and opening windows, Casey and Jarrod take “spring cleaning” to a whole new...