Purtzki, Johansen + Associates


Just for Dentists Newsletters

A good office manager is critical for practice success

Your appointment schedule is full, hygiene is booked a month ahead, and patients have to wait weeks to see you even for minor treatment. Your staff is hustling to keep up with the pace, which often shrinks the lunch hour to a ten-minute break. For … [Read more...]

Not happy with your investment returns? Find a new portfolio manager!

If you find that your investment portfolio manager is making more money from your portfolio than you, you may want to put an end to this unproductive relationship quickly.  The money you put aside for retirement comes from spending long hours in the … [Read more...]

A dashboard to monitor your practice success

Imagine for a moment you are driving a car with no GPS to direct you, no instruments to tell you the speed and no fuel gauge or indicator light warning you the engine is running out of oil. It is unthinkable; you would never get into a car without an … [Read more...]

Federal budget splurges on zero emission vehicles

The government in its latest federal budget has put aside $300 million as an incentive to purchase zero emission vehicles (ZEV). The monies will be spread over three years and will give buyers $5,000 toward the purchase of a ZEV. The incentive … [Read more...]

The incredible shrinking investment return

You are investing in the Canadian stock market which has enjoyed a robust average annual growth of 8.5 per cent for the last 30 years. Yet, your investments have you perplexed or more likely depressed, because these stock market gains are not … [Read more...]

Should you delay receiving old age security benefits?

Anybody age 65 or older who has lived in Canada for at least 40 years after age 18 is eligible to receive the maximum Old Age Security (“OAS”) benefit. For the first quarter of 2019, the maximum monthly payment is $601.45. No contributions are … [Read more...]

Standing up to the dental insurance companies

Dr. Todd Irwin is a dentist in Port Angeles, Washington. Interviewed by KING 5 News he said he was no longer prepared to sit idle as Washington’s biggest dental insurer, Delta Dental, continued to cut his patients’ benefits. “The patient may want … [Read more...]

The 2019 Federal Budget – what’s in it for you

Spoiler alert: the dividend to capital gain conversion survived Here is an executive summary of Tuesday’s Budget: No Tax Rate Reductions – the 2019 Federal Budget contained no personal or corporate tax rate reductions. Inter-generational … [Read more...]

Preparing for a Successful Practice Sale

Here is a checklist to help you to get ready for a successful practice sale.   Meet with Your Financial and Tax Advisers Consult with your P J &A adviser whether or not you are retirement ready and can afford to sell the practice. In … [Read more...]

Setting Up a Corporate Health Plan

The beauty of setting up a corporate health plan is that it allows you to write off medical and dental expenses for yourself and your dependents against your dental income, without creating a taxable benefit. Not having to report personal medical … [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 info[at]purtzki.com to request a free consultation.
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