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
Podcast
Drilling It Down
Unfiltered, expert-backed strategies to increase profitability, reduce taxes, and gain control of your financial future.
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
Are You Prepared for an Audit?
In this episode, Wes and Tyler explore strategies and tips for navigating IRS audits and maximizing tax deductions. They emphasized the benefits
May 14, 2024
Top Myths of Whole Life Insurance
In this episode, Wes and Tyler debunk myths surrounding permanent life insurance, specifically whole life policies. They tackle misconceptions about using whole
Apr 24, 2024
DID Monthly: The Green Book Proposal, Permanent Life Insurance, and Tax-Free Money for College Age Children
In this episode of Drilling It Down, Wes and Tyler discuss the "Green Book" proposal and its possible tax implications
Apr 10, 2024
DID Monthly: Net Investment Income Tax, Overstaffed Practices, and Costly Divorce Mistakes
In this episode of Drilling It Down, Wes Lyon and Tyler Ott cover insights on the net investment income tax, signs of
Mar 20, 2024
The Ins and Outs of Long-Term Care Insurance
In this episode of Drilling It Down, Wes Lyon and Liam Fitzgerald discuss long-term care insurance. They delve into the history
Mar 13, 2024
All Things Employee Retention Tax Credit
In this episode of Drilling It Down, Wes hosts David Matthews, a sell-side representation expert, as they delve into the intricate
Feb 28, 2024
DID Monthly: Private Equity in DSOs, A Bipartisan Tax Deal, and Retirement Plan Mistakes
In this episode, Wes and Liam cover updates from the ERC article, the influence of interest rates on practice values, and the
Feb 20, 2024
What's Going On In the DSO Market?
Drilling It Down host, Wes Lyon, is joined by dental practice transitions advisor, Jonathan Martin. Jonathan has nearly 20 years of experience
Jan 18, 2024
DID Monthly: Compensating Your Hygienists, Estate Tax Rules, and ERC Crack Down
On this episode, Wes and Mario discuss the challenges dental practices face in hiring and retaining hygienists, what to do to avoid
Jan 11, 2024
Special Release: Getting to the Truth of the Employee Retention Tax Credit
In this episode, Wes and Tyler discuss withdrawing an ineligible employee retention credit (ERC) claim, making accurate amendments, and consulting a CPA.
Jan 3, 2024