Purtzki Johansen + Associates


Just for Dentists Newsletters

Distributing Your Estate Assets Fairly

Most of us have a cavalier attitude about preparing our last will. We seldom set aside the time such an important document deserves to address the unique circumstances of our family, practice, and financial lives. Your lawyer may, as a reward for … [Read more...]

Ready to Sell? Maybe Not…

One of the first steps in properly planning the sale of your practice is to secure the benefit of receiving the sales proceeds tax-free. You want to make sure that the sale of the shares qualifies for the Lifetime Capital Gains Exemption … [Read more...]

A Simple Strategy to Boost Your Investment Returns

Most investors have a diversified portfolio consisting primarily of a mix of shares and bonds. One investor shared his strategy with the Globe and Mail’s finance columnist, Rob Carrick, the other day. It is worth repeating because it is both … [Read more...]

Being a Landlord – Tax Planning Tips

With the drop in prices of residential real estate and the glut of condos on the market, particularly in the Lower Mainland, a few clients have started bargain hunting for a condo to purchase and rent out. Here some tax planning tips: Use … [Read more...]

Tax planning on separation and divorce – in a nutshell

When you are going through a separation or divorce, income tax issues will likely not be top of mind. Good tax planning, however, before and during the separation can generate significant tax savings and help preserve your assets. Support … [Read more...]

Manage Energy, not Time

  The number of hours in a day is fixed, but the quantity and quality of energy available to us is not.   This fundamental insight is the main theme in the book “The Power of Full Engagement” by Jim Loehr and Tony Schwartz. The … [Read more...]

Four Major Obstacles to Practice Success

No matter how talented you are or how many hours you spend in your practice, you will never reach the pinnacle of practice success if you are suffering from any of these afflictions: Super Inflated Ego. Being enamoured of your own … [Read more...]

Taking Shareholder Loans -What You Need to Know

The item on your corporate balance sheet that you should be most concerned about is the “shareholder loan” account. This loan account tracks cash advances to the shareholder(s) during the year. At the end of the corporate fiscal year, your accountant … [Read more...]

Make your phone a practice builder

Many dentists don't realize how important it is to have proper phone etiquette. I cannot believe that some offices still use an answering machine during business hours. If you have inexperienced staff members answering the phone, you will make the … [Read more...]

Bringing in an associate as a co-owner

Only one out of 10 associates end up as partners. Here are five must-do steps you must take to ensure your planned transition is successful. Plan ahead. Ask yourself, why would I want to bring in somebody into my practice and under what … [Read more...]

Our New Dentist Program is designed to help new dentists start their career with a solid financial foundation.

What sets us apart from other dental CPA firms is our years of experience working closely with dentists. We offer an unmatched skill set that goes way beyond routine accounting and tax planning. From Practice purchase or Start up assistance and loan financing to practice management and financial/retirement planning, we will help you manage every aspect of the financial side of your dental career.

Call at 604-669-7558 or email us at purtzki[at]purtzki.com to request a free consultation.
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