YHB News

June 25, 2026

Buying a Dental or Medical Practice: What to Review Before You Close

Buying an existing dental or medical practice can be one of the most important financial decisions a provider will make. An established patient base, trained staff, existing systems, and immediate…


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Buying a Dental or Medical Practice: What to Review Before You Close


January 2, 2019

Family Wealth Services

Tax Planning After Year-End

In general, most tax planning strategies focus on actions a taxpayer can take before year-end to lower their overall tax bill for that year.  Unfortunately,…


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