Archive Topic
Practice Management
Boost Productivity by Increasing the Effectiveness of Your Morning Huddle
A strong morning huddle sets the tone for the entire day. When done well, it improves communication, reduces chaos, and boosts overall productivity across the practice.
May 22, 2026
Practice Management
12 Friction Points Killing Conversions in Your Dental Practice
Most dental practices don’t lose patients because of clinical skill—they lose them in the friction points no one is tracking. Here are the 12 that quietly drain revenue.
May 12, 2026
Tax
Save Tens of Thousands by Employing Your Spouse!
If your spouse isn’t on payroll, you could be leaving thousands on the table every year. Here’s how to turn that into real savings.
May 12, 2026
Tax
Can You Deduct 100% of the Cost of a New Vehicle?
Discover how you could write off up to 100% of a new vehicle in 2026, the rules for business use, and key tax-saving strategies.
May 12, 2026
Tax
Does Your Night Out Qualify as a Tax Deduction?
Not every dinner, ballgame, or staff lunch qualifies as a tax deduction. Here’s what dentists need to know about meal, entertainment, and staff expense rules under current IRS and OBBBA guidelines.
May 12, 2026
Personal Finances
Accumulate Millions In Tax-Free Wealth For Your Kids Using Trump Accounts
A new retirement account for children could dramatically change how families build generational wealth.
May 12, 2026
Transitions
Dental Partnerships: Why “Value” Matters—But Isn’t the Deal
Dental partnerships can reduce risk and accelerate growth, but success depends on more than valuation. Clear terms around timing, ownership, structure, and income distribution are what keep partnerships fair over time.
May 11, 2026
Tax
Is Your Vacation a Tax Deduction?
Not all business travel qualifies for a tax deduction—despite what social media says. Learn how to legally turn trips into tax write-offs by meeting IRS rules for purpose, documentation, and location.
May 11, 2026
Retirement Plans
Should I Be Funding a Roth IRA?
Roth IRAs offer powerful tax-free growth, but many doctors mistakenly believe they earn too much to qualify. This article breaks down how high-income earners can still contribute using the backdoor Roth IRA strategy—while avoiding common tax traps.
May 11, 2026
Seminars
Any Age, Any Stage 2-Day Seminar
Tax, Business, and Financial Strategies for Practice Owners July 24-25, 2026 Archer Hotel Napa, CA
May 4, 2026
Building Your Team - The Legal Essentials
From your first contract to owning a practice, legal decisions shape your financial future more than most dentists expect. In this episode,
Apr 24, 2026
Why Smart Dentists Employ Their Spouse
Most dentists are overpaying in taxes… and don’t even know it. One of the simplest (and completely legal) ways to reduce
Apr 10, 2026
Building Your Team - Selecting Insurance Coverages
There are a lot of insurance options out there - so how do you know which insurance you actually need and how much
Apr 10, 2026
2025
One, Big, Beautiful Bill Update: How Will It Affect You?
Today's episode of Drilling It Down highlights Trump's One, Big, Beautiful, Bill and some of the impacts it
Jul 15, 2025
2024
File Your Credit Card Settlement Claim
On this special episode of Drilling It Down, hosts Wes Lyon and Tyler Ott tackle a critical issue for business owners concerning
Dec 17, 2024
The Benefits of Practice Ownership
On this episode of Next Gen DDS, co-hosts Wesley Lyon and Dr. Scott Menaker discuss the compelling benefits of dental practice
Dec 17, 2024
No More Impending Tax War?
In this special episode of Drilling It Down, Wes and Tyler delve into the intricate world of taxation in the wake of
Nov 11, 2024
Insurance Claims Following Hurricanes Helene & Milton
On this episode of Drilling It Down, Liam and Wes tackle the crucial topic of business owner policies in light of recent
Oct 29, 2024
IUL: Investment or Insurance?
On this episode of Drilling It Down, Liam and Wes explore Indexed Universal Life (IUL) insurance, dissecting its complexities and common misconceptions.
Oct 16, 2024
The Scale for Your Goals
On this episode, Scott and Wes tackle the essential yet challenging topic of goal setting in the dental profession. They discuss the
Oct 15, 2024
Being a CEO
On this episode, Dr. Scott Menaker and Wes Lyon explore the complex role of dentists as both practitioners and CEOs. They discuss
Oct 8, 2024
The Dental Insurance Dilemma
On this episode of NextGenDDS, Wes and Scott explore the complex landscape of dental insurance and its historical evolution since the mid-
Oct 1, 2024
How Do I Prepare for the Catastrophic?
In this episode of Drilling It Down, Jonathan and Wes speak about the importance of preparing for catastrophic events, including death and
Sep 3, 2024
The Rise in Dental Practice Buyers
In this episode of "Drilling It Down," Wes and Jonathan discuss the decline in dental practice ownership among younger doctors,
Aug 26, 2024
Q3 2024 DSO Update
Join Wes and Jonathan on this episode of Drilling It Down, where they discuss Dental Service Organizations (DSOs) with a focus on
Aug 19, 2024
FTC Bans Noncompete Agreements
Drilling It Down is back after a technology-induced hiatus! Join Wes Lyon and Tyler Ott as they unpack the implications of
Aug 5, 2024
2023
DID Monthly: Tax Tactics - Navigating ERC, Augusta Rule, Staff Compensation, and More!
In this episode of Drilling It Down, Mario and Tyler discuss the Employee Retention Credit (ERC) and provide important updates and warnings
Dec 15, 2023
DID Monthly: PPOs, ERC, and Financial Fitness
In this episode of Drilling It Down, host Wes Lyon welcomes Liam Fitzgerald to discuss a series of articles. They primarily focus
Nov 17, 2023
DID Monthly: DSOs, Partnerships, and Financial Realities
Have you ever wondered what the financial implications of aligning with a Dental Service Organization (DSO) might be? Understand the inherent risks
Oct 10, 2023
2022
