Dental Elements Cindy Rogers

In this timely episode, we sit down with renowned tax advisor and wealth educator, Alexis Gallati, to tackle the topic that's on everyone's mind - tax season. Alexis brings her expertise to the table, empowering listeners with tax planning strategies aimed at minimizing their financial burden in a completely legal fashion. This episode is a treasure trove for anyone looking to keep more of their hard-earned money instead of handing it over to the taxman.
Alexis simplifies the complex world of taxes, providing listeners with actionable strategies that can be put into practice immediately. She dives deep into the nuances of tax planning for both established businesses and individuals with side gigs.
Whether you're just starting a business, juggling a dual employment setup, or looking to optimize your current financial strategies, Alexis provides insights that could lead to substantial savings on your tax bill. And for those eager to continue learning, Alexis offers a wealth of resources available through a special link.
Don't miss out on this episode packed with financial wisdom and practical tips to enhance your wealth and financial savviness.
Learn more about wealth and tax strategies
Key Points
Proactive Tax Planning: Alexis emphasizes the importance of being proactive rather than reactive. By planning ahead, one can significantly reduce their tax obligations.
Setting Up New Business Correctly: Alexis stresses the importance of setting up your business structure appropriately from the get-go. Choosing the right entity type (be it an LLC, S-Corp, or sole proprietorship) can have profound impacts on your tax liabilities and savings. Proper setup not only shelters you from unnecessary taxes but also lays a solid foundation for future wealth building. Alexis provides guidance on navigating these choices to optimize tax advantages specific to your business model.
Writing Off Professional Expenses: She highlights the potential to write off events such as continuing education (CE) and associated travel, transforming necessary expenses into savvy tax deductions.
Keeping Meticulous Records: One of the most vital pieces of advice that Alexis offers is the importance of record keeping. Ensuring that you keep and organize all business-related receipts can make a significant difference when it comes to tax time. This applies not only to obvious expenditures like equipment purchases and rent but also to smaller expenses that can add up, such as office supplies, internet bills, and even meal expenses under certain circumstances.
The Power of Retirement Accounts: The discussion includes an exploration of the various types of retirement accounts and how they can serve as invaluable tools for reducing taxable income while securing a financial future.
Real Estate Investment Tactics: Alexis touches on the advantageous role that real estate investments can play in a strategic tax plan, offering another avenue for wealth accumulation and tax efficiency.
If you found valuable insights in this episode, please share the episode with others. Stay tuned for more expert advice and strategies to help you master your career and live your best life. In and out of the op!
 
 

Does your practice have a "black hole"? 
This black hole can occur when front desk staff are unable to effectively manage phone calls due to other pressing duties or a lack of proper training. Consequently, potential new patients are lost, impacting the growth of the dental practice. It underscores the importance of efficient phone answering and lead conversion practices in the success of a dental office.
Answering the call:
The dental industry has an abundance of potential new patients. However, the challenge lies in effectively answering phones, converting leads, and scheduling appointments promptly. This "black hole" can hinder a dental practice's growth without the owner even realizing it. Closing that gap becomes our priority.
Dental offices can benefit from effective coaching, closing the communication gaps, and improving front desk performance. This ultimately leads to increased growth and patient satisfaction.
Dental insurance is a joke:
It's time we acknowledge that dental insurance, as it stands today, is not real insurance. It's an absolute joke. The sales process begins by asking patients about their insurance, thereby training them to think that insurance is the important factor. We make assumptions about their financial capabilities and willingness to pay out of pocket. But, let's be real, we're talking about a patient's health, not a car or a house.
We shouldn't be selling them out of dentistry. We need to have honest conversations with our patients and explain the reality of dental insurance. Dental coverage is tough on patients - but it doesn't have to be the deciding factor in their dental care.
Treatment Presentation:
One of the biggest hindrances people face in dental care revolves around treatment presentation and financing. As a result, treatments are suggested piecemeal instead of what's truly best for the patient or beneficial for the office. It's a lose-lose situation and the crux of the problem often goes unnoticed.
As dental care professionals, we need to improve our approach to treatment presentation and financing. Once we achieve this, we'll see a significant increase in revenue per patient, and more importantly, better patient health outcomes.
@TheGaryBird
 
 

In this episode, we dive into the captivating journey of Jasmine Hodgert as she pursues her master's degree in health studies and passionately advocates for healthcare.
Jasmine shares her personal story, unveiling the motivations behind her fascination with advocacy and its deep connection to the world of healthcare. Her dedication to expanding her knowledge and expertise in the field shines through as she expresses her excitement about pursuing a master's degree in health studies.
She finds immense intrigue and fulfillment in advocating for others, particularly those who may have never received proper dental care.  Concerned for caregivers who may lack the necessary knowledge or resources to provide adequate dental care, Jasmine voices her hope for change in this area. She emphasizes the urgent need for improved education and support for caregivers, ensuring that proper oral care reaches those who need it most.
We hope you enjoy this bonus episode! 
 

Jasmine Hodgert, RDH takes the host seat and leads a riveting conversation with our regular host, Cindy Rogers.
Career Diversification in Dental Hygiene: Ever wondered what other careers are possible outside of clinical hygiene? Cindy provides insights into the myriad of opportunities available in the field of dental hygiene.
Volunteering with ADHA: Cindy shares her experience volunteering as an officer for the American Dental Hygienists' Association (ADHA). She discusses the importance of giving back to the community and how it has enriched her career.
Journey into Dentistry: From the legal field to dentistry, Cindy narrates her unique career path. She talks about the challenges she faced, the lessons she learned, and what inspires her today.
Cindy's Legal Field Experience: Cindy talks about her time in the legal field, discussing the skills she acquired and how they have been beneficial in her current role.
Stay tuned for part 2 of this conversation in Episode 76, where the tables will turn, and Cindy will interview Jasmine about her journey into and out of the operatory.
Whether you're a dental hygiene student, a seasoned clinician, or just curious about the dental field, this episode is packed with insights and experiences that will inspire and inform you. Don't miss it!
Remember to subscribe to the Dental Alements Podcast for more incredible dental conversations. See you in the next episode!
For the best toy chest treasures, supplies for your clinic, and much more...check out www.smilemakers.com 
If you would enjoy 20% off any order... use code DAP20 at checkout! 
 

Dr. Jill Wade has been practicing dentistry for over 25 years. As a woman, she feels empowered by the profession and has learned many lessons along the way that she is excited to share with you. Tune in to hear about her adventures in entrepreneurship and all the School of Hard Knocks lessons she's picked up in her career. Come on this journey with us and let's get inspired together!
 
 
 
 

In this enlightening episode, we explore some of the most pressing financial concerns that many of us face. If you're worried about retirement, unsure if you're on the right financial trajectory, or struggling to align with your investments, this episode is for you.
We delve into the fear that many people have when it comes to looking at their money and addressing their financial reality. It's a common concern, but one that can be overcome with the right perspective and guidance.
Our guest for this episode, Eunicia Peret, offers a fresh perspective on personal finance. She believes in an outside-of-the-box approach to wealth management. Her unique methodology involves examining the bigger picture before delving into the specifics of one's financial situation.
Eunicia's approach promises not only to help you understand and improve your financial health but also to enhance your business relationships. Understanding your financial situation and being comfortable with it can lead to more confident interactions and negotiations in the business world.
In addition, her methods can also positively impact your personal relationships. By gaining control over your financial life, you can reduce stress and tension related to money matters in your personal relationships.
So, if you're ready to step out of your financial comfort zone and explore new ways of thinking about wealth, this episode is a must-listen. Tune in and discover how thinking outside the box could be the key to achieving financial peace of mind.
Eunicia Peret is an accomplished wealth strategist and business owner with over 15 years of experience in the financial services industry.   Eunicia honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies and renowned global brands across multiple industries.