Running a Practice Is
Complex Enough.

Multi-location practices benefit from separating real estate ownership from operations. Each property can be held in a separate LLC, leasing space to the operating entity. This creates rental income that can be offset by depreciation and cost segregation, while isolating liability between locations. The operating entity itself is typically structured as an S-Corp for payroll tax savings.

Yes. Section 179 allows you to deduct the full purchase price of qualifying equipment in the year it is placed in service, up to $1,220,000 (2024 limit). Bonus depreciation provides additional first-year deductions on assets beyond the Section 179 cap. For dental chairs, imaging equipment, surgical tools, and office buildouts, this means the full cost is deductible in year one rather than spread over 5-7 years.

The Work Opportunity Tax Credit (WOTC) provides credits of $2,400-$9,600 per eligible hire from targeted groups including veterans, long-term unemployed, and SNAP recipients. Most practice owners never claim these because their CPA does not screen new hires for eligibility. We integrate WOTC screening into your hiring process to capture credits automatically.

Cash balance plans allow contributions of $100K-$400K+ per year on top of your 401(k), all tax-deductible. For practice owners over 45 with consistent high income, this is the single most powerful tax reduction strategy available. The contributions grow tax-deferred and can be rolled into an IRA at retirement. A well-designed cash balance plan can build seven figures in retirement assets in under a decade.

Not necessarily. Many of our practice owner clients keep their existing CPA for day-to-day bookkeeping and compliance while we handle strategic tax planning and advisory. If your CPA is doing solid work, we collaborate with them. If we find issues with their approach, we will tell you directly and can take over the full engagement if needed.