Épisodes

  • 004 - 1099s Demystified: What Every Dental Practice Owner Needs to Know
    Jan 30 2025

    It’s January, which means it’s officially… 1099 season! This is the time of year when dental practices both give and receive a lot of 1099s. But here’s the big question: do you really understand what’s happening behind the scenes?

    Even if you have an accountant handling the nuts and bolts, a lot of this information still flows through your hands as the business owner. And if you don’t fully understand it, you could end up making a bad judgment call—or just feeling that uncomfortable uncertainty about what’s going on in your business.

    In this episode, we’re covering:

    • What 1099s are and why they matter for your dental practice

    • Common pitfalls to avoid during 1099 season

    • How to lift the “cloud of uncertainty” and feel confident in your role as a business owner


    If you’re not 100% sure how 1099s work, this episode is your crash course in Business 101. Let’s clear up any confusion, so you can head into the year feeling lighter, clearer, and more in control.

    CONTINUE THE CONVERSATION

    YouTube: https://youtu.be/RVUgLu90eZ0

    ACCESS THE WORKSHEET TO CALCULATE YOUR INCOME

    https://uluruadvisors.com/resources/

    LET’S CONNECT

    Instagram: https://www.instagram.com/travisslade.cpa/

    TikTok: https://www.tiktok.com/@travis.slade.cpa

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    28 min
  • 003 - Set Your Dental Practice Up for Financial Success in 2025
    Jan 30 2025

    What financial goals do you have for your dental practice this year? If your answer is “none” or “I’m not sure,” you’re not alone. Most dental practice owners don’t set formal projections or budgets for their business—but why not?

    Here’s the thing: any successful business with a legit finance team sets goals, monitors them, and ensures they’re reaching their full potential. There’s no reason you can’t do the same. Whether your goal is to make more money, free up more time, or both, the first step is mapping it all out financially.

    In this episode, we’re diving into:

    • Why every dental practice should have financial projections and goals

    • How to map out your financial year step by step

    • A simple worksheet to help you set and track your own goals


    If you’re ready to stop leaving your practice’s financial future to chance, this episode will give you the tools and mindset to set meaningful goals and work toward achieving them. Let’s make this the year you maximize your practice’s potential!

    CONTINUE THE CONVERSATION

    YouTube: https://youtu.be/RVUgLu90eZ0

    ACCESS THE WORKSHEET TO CALCULATE YOUR INCOME

    https://uluruadvisors.com/resources/

    LET’S CONNECT

    Instagram: https://www.instagram.com/travisslade.cpa/

    TikTok: https://www.tiktok.com/@travis.slade.cpa

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    26 min
  • 002 - What Trump’s Tax Changes Could Mean for Your Dental Practice
    Jan 30 2025

    Politics and taxes—everyone’s two favorite topics, right? Okay, maybe not. Even as a tax accountant, I’ll admit these subjects can be a little painful. But with President Trump officially back in the Oval Office, we can’t ignore the tax changes that could be coming your way—especially when taxes are your single largest expense as a dentist.

    In this episode, we’re diving into:

    • The bold promises Trump has made about tax reform

    • What changes to expect with the Tax Cuts and Jobs Act (TCJA) back in the spotlight

    • How these potential changes could impact your dental practice

    • The reality of what it takes to get a tax bill passed


    We’ll also take a look back at what happened the last time Trump faced a similar situation and break down how it might play out this time. Whether you’re optimistic, skeptical, or just curious about what’s next, this episode will help you prepare for what’s ahead in the tax world.

    CONTINUE THE CONVERSATION

    YouTube: https://youtu.be/RVUgLu90eZ0

    ACCESS THE WORKSHEET TO CALCULATE YOUR INCOME

    https://uluruadvisors.com/resources/

    LET’S CONNECT

    Instagram: https://www.instagram.com/travisslade.cpa/

    TikTok: https://www.tiktok.com/@travis.slade.cpa

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    16 min
  • 001 - How Much Money Do You Make?
    Jan 28 2025

    If you own a dental practice, answering the question, “How much money do I make?” can feel surprisingly complicated. It seems like it should be a simple answer, but it’s not. That’s why, in this episode, we’re unpacking the resources and insights you need to finally figure it out.

    Here’s the twist: the answer depends on who’s asking. We'll break down how to answer this question for:

    • Colleagues
    • Investors
    • The IRS and Banks
    • Your Spouse (gulp)
    • Your Future Self

    You’ll also get access to a handy Excel worksheet to help you dig deeper into this question and find clarity. Spoiler: the answer could range anywhere from $0 to $500,000 (or more!). But at the end of the day, we’ll help you uncover a version of the answer that truly speaks to you.

    CONTINUE THE CONVERSATION

    YouTube: https://youtu.be/RVUgLu90eZ0

    ACCESS THE WORKSHEET TO CALCULATE YOUR INCOME

    https://uluruadvisors.com/resources/

    LET’S CONNECT

    Instagram: https://www.instagram.com/travisslade.cpa/

    TikTok: https://www.tiktok.com/@travis.slade.cpa

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    29 min