10 min read
The Tax Dentists Forget: Understanding Business Personal Property
Jarrod and Casey sit down with Steve Levy, CPA & JD, to unpack one of the most misunderstood—and most commonly ignored—practice expenses: the...
dental accounting (5)
10 min read
The Truth Behind Tax Surprises: Why They Hit So Hard
Casey and Jarrod sit down with Steve Levy, CPA & JD, to uncover what really happens when a tax surprise hits your practice. From sudden five-figure...
14 min read
Trading Control for Clarity: Why Brent Hired a CFO
Casey and Jarrod sit down again with Dr. Brent Habecker to unpack the moment he realized his external finance team simply wasn’t cutting it—and why...
7 min read
What Dentists Need to Know About 2022 COLA Changes
It’s a new year, and retirement rules are shifting yet again. Casey and Jarrod sit down with CPA Steve Levy to break down the major 2022...
11 min read
The 7 Silent Struggles of Practice Ownership
In this episode, Casey and Jarrod dig into the seven uncomfortable realities most practice owners refuse to say out loud. From income that doesn’t...
9 min read
7 Signs It’s Time to Upgrade Your External Team
In this episode, Casey and Jarrod take a humorous yet eye-opening approach to a serious topic: how to know when your external team is holding you...
12 min read
The Hidden Tax Credit Dentists Are Missing Out On
In this episode, Casey and Jarrod sit down with Steve Levy, CPA & JD, to unpack one of the most overlooked opportunities for practice owners: the...
9 min read
Year-End 2021: Tax Moves Every Practice Owner Should Know
In this timely year-end episode, Casey and Jarrod sit down with Stevy Levey, CPA & JD, to break down the key tax strategies practice owners should be...
9 min read
S-Corp Secrets: What Practice Owners Miss About Taxes & Benefits
Casey sits down with Steve “Pipes” Levy, CPA, to unpack what practice owners really need to know about operating as an S-Corp. From how owners are...
9 min read
HHS Phase 4: What Dentists Must Know Before Time Runs Out
Steve Levy, CPA, joins Casey and Jarrod to break down what practice owners need to know about the latest HHS Phase 4 distribution—who qualifies, how...
10 min read
PPP, HHS, ERC & EIDL: What Dentists Must Know Now
Casey and Jarrod are joined by Four Quadrants CPA and resident “Pipes” himself, Steve Levy, to break down the constantly shifting world of PPP, HHS...
11 min read
Great Hands, Lost Dollars: Why Dentists Leak Money
Dentists are highly skilled with their hands, but when it comes to managing money, many watch thousands slip away without even realizing it. In this...
10 min read
Preparing for the Next Big Thing: Lessons From Hard Times
After one of the most unpredictable years in modern history, Casey Hiers and Jarrod Bridgeman dive into what it means to truly prepare for the next...
10 min read
Unlocking the Employee Retention Credit: What Dentists Need to Know
Join Casey Hiers and Jarrod Bridgeman as they sit down with Steve Levy, CPA and JD at Four Quadrants Advisory, to demystify one of the most...
10 min read
3 Hidden Frustrations Every Dentist Faces and How to Fix Them
Uncover the three biggest frustrations quietly draining practice owners — and how to finally get relief. From surprise tax bills and cash flow...
11 min read
Reactive vs. Proactive: The CPA Difference That Could Save Thousands
Unpack what separates an average accountant from a truly proactive CPA. Steve explains why so many practice owners experience delayed books, tax...
8 min read
Managing the Financial Stress Keeping Practice Owners Awake
Life is stressful, but for a practice owner, the pressure is exponential. Join Casey Hiers and Jarrod Bridgeman as they dive into the unique stresses...
9 min read
PPP Forgiveness: What You Need to Know on Loans Under $150K
CPA and Attorney Steve Levy joins Casey Hiers to provide the most current information on Paycheck Protection Program (PPP) loan forgiveness. With the...
6 min read
Maximize Money: 2021 IRS Retirement Contribution Limits for Dentists
Are you taking full advantage of the IRS's rules to save on taxes? In this timely episode, host Casey Hiers is joined by Dental-specific Financial...
8 min read
Hobby or Hidden Business? Navigate Between Passion & Profit
Is that side pursuit a passionate hobby or a potential profit center? Host Casey Hiers is joined by financial experts Colt Smith and Steve Levy, JD,...