Client Alerts

Dental Care Update: Good News for Appointments and Staffing!
Here's a summary of the latest economic outlook for dentistry according to the American Dental Association's Health Policy Institute (ADA
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Beat Staffing Challenges & Boost Profits
If your dental office is experiencing rising costs and staffing frustrations, you are not alone. In January 2023, Dental Economics
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Corporate Transparency Act
As a business owner, you probably have heard of the new reporting requirement mandated by the Corporate Transparency Act (CTA).
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Dental Insurance Contracts Renegotiation
Happy 2024, Whalen dentists. January is a great time to re-evaluate your practice’s insurance plan participation. To assist dentists with
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ADA Standardized Form Changes
Please be advised that the ADA has released an updated insurance claim form for 2024, which will go into effect
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Key Changes to Ohio's Commercial Activity Tax (CAT) and What They Mean for Businesses
The Commercial Activity Tax (CAT) has undergone a significant transformation. Starting in 2024, businesses with taxable gross receipts of $3
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Deadline for Unclaimed Funds
Attention Business Owners: State Requirement Alert! Don't miss the deadline for reporting and remitting all unclaimed funds ($50 or more)
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Alert! The Internal Revenue Service has announced an increase in the optional standard mileage rate for the remainder of 2022.
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If you’re an investor in mutual funds or you’re interested in putting some money into them, you’re not alone. According
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Small businesses may start off using the cash-basis method of accounting. But many eventually convert to accrual-basis reporting to conform
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Major events or transactions — such as a natural disaster, a cyberattack, a regulatory change or the loss of a
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Summer is just around the corner. If you’re fortunate enough to own a vacation home, you may wonder about the
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