NC Planning Blog

Retirement: A Way Of Life

Retirement isn’t a Place, It is a New Way of Life Barbados or Myrtle Beach? Retirement has become a part of life for most Americans. However, most think of retirement as a move to a less-expensive state and a change to a more frugal lifestyle. The reality is that a lot of factors should come […]

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The 2016 Election and the Future of Estate Planning

How Will the Election Affect Estate and Tax Planning? It is no surprise that the recent presidential election was one, if not the, biggest moment for the United States this year. No matter which side you may fall on, the tide has turned and we will be a part of a new administration that will […]

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Year-end Tax Planning Tips

Want to minimize this year’s taxes?  Our top 8 tips for year-end tax planning. We’re already on the countdown to Christmas, and before you know it another year will have come and gone, and it will be 2017. There are many aspects, both personal and professional that you need to consider during this “most wonderful […]

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Purchasing a Practice? Check Your Credentials

Credentialing Process In Purchasing A Practice When purchasing a dental practice, it is important to get the credentialing process started as soon as possible. In the broadest sense, credentialing is the verification process that a network runs on a dentist to validate qualifications prior to participation in that network, and practice purchasers need to go […]

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Handling Patient Credits in a Practice Purchase/Sale

How To Handle Patient Credits When Buying or Selling Your Practice Patient credits, refunds, and overpayments, which are distinguishable from insurer or third party payor overpayments (this blog focuses on patient credits), are a misunderstood and often mishandled aspect of running a dental practice. Generally speaking, a patient credit is money owed by the practice […]

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