The Dental Boardroom
A podcast for dentists seeking expert advice on topics like residency, associate opportunities, and practice ownership. Hosted by PracticeCFO, it provides financial and business insights tailored to dental professionals.
Episodes
161: The Trusted Transition: Dental Practice Brokers & Better Technology
In this episode of The Dental Boardroom Podcast, Wes takes a break from his discussion of The Five Types of Wealth to tackle an important topic for dental practice owners: buying and selling dental practices.Drawing from years of experience as a dental CPA and financial advisor involved in hundreds of practice transitions, Wes explores why dental practice sales remain an inefficient marketplace, t
160: The Life Razor - Cut Through What Doesn’t Matter
Wes Read continues his series on The Five Types of Wealth by Sahil Bloom, diving deep into Chapter 4: The Life Razor. Building on the five categories of wealth Time, Social, Mental, Physical, and Financial Wes explores how a single, carefully crafted sentence can become the most powerful decision-making tool in your life and practice. From the cockpit of Apollo 13 to Netflix’s boardrooms, to a lat
159: ES: AI & The Dental Practice
159: Executive Sessions: AI & The Dental PracticeWhat does AI actually mean for your dental practice right now? In this executive session, host Wes sits down with Michael Anderson from Wonderist Agency, one of the nation's largest dental marketing firms, and Dr. Megan Shelton of Shelton Solutions to cut through the hype and talk about what's really changing.They cover the dramatic shift in pat
158: The Richest Dentist You Know Isn't the Wealthiest
In this episode, Wes Read continues his deep-dive review of The Five Types of Wealth by Sahil Bloom, a book that profoundly influenced his thinking as a financial planner who has spent his career helping dentists build meaningful lives through their practices.Wes covers the book’s preface and Chapter 2, unpacking the research on money and happiness, the philosophy behind redefining wealth, and Sah
157: 30 Dinners Left - Why Money Isn't Wealth
Most dentists are hitting their financial goals and still feel like something is missing. In this episode, Wes Read (CPA, CFP, and founder of Practice CFO) steps back from the balance sheet to ask a bigger question: what does wealth actually mean? Kicking off a new multi-episode series, Wes introduces the book The 5 Types of Wealth by Sahil Bloom, a framework that redefines wealth across five dime
156: Build the Practice or Build the Life? The Reinvestment Decision Every Dentist Faces
One of the most persistent tensions in dental practice ownership is deceptively simple: should you reinvest surplus cash back into the practice, or distribute it to yourself? In this executive roundtable, Wes, Michael, and Megan break down the capital allocation framework every dentist-owner needs, from defining “enough” personally and professionally, to tracking ROI on every dollar invested in pe
155: 2026 Q1 Financial Market Update
In this episode, host Wes Read uses an AI-generated summary of the American Dental Association Health Policy Institute's Q1 2026 State of the US Dental Economy report to unpack what's really happening inside your local dental clinic and why it's a surprisingly accurate lens for the entire American economy.Your local dentist is fighting an invisible war: global supply chain disruptions, internation
154: The Hidden Ceiling: How Doctors Cap Their Own Practice Growth
Most dentists are brilliant clinicians, but somewhere between $1M and $3M in collections, growth stalls. Not because of skill, not because of ambition, but because every decision still runs through the doctor. In this Executive Session, Wes sits down with practice management consultant Megan Shelton (Shelton Solutions) and marketing strategist Michael Anderson (Wondrous) to break down what it actu
153: Cost Segregation Tax Strategy for Dentists - Part 5
The final episode of the cost segregation series. Wes covers the grouping election, the one tax election that determines whether building losses can offset practice income or get suspended indefinitely. Includes the self-rental asymmetry, how to execute the election, five pros, six cons, and when to make it.Key Topics Covered1. The Self-Rental AsymmetryRental income from a building you operate in
152: Cost Segregation Tax Strategy for Dentists - Part 4
In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, delves into the advanced mechanics of cost segregation and how dentists can use it strategically to optimize long-term tax outcomes. He explains the key differences between bonus depreciation and Section 179, explores how state tax rules can impact overall savings, and shares what to look for
151: Cost Segregation Tax Strategy for Dentists - Part 3
In Part 3 of the Cost Segregation series, Wes Read shifts from theory to execution. He walks through the five concrete implementation steps every dentist must follow to set up the strategy correctly, runs a detailed numerical example showing exactly how the money flows between the dental S-Corp and the real estate LLC, covers how to determine the right rent amount without triggering IRS scrutiny,
150: Cost Segregation Tax Strategy for Dentists - Part 2
In Part 2 of this series, Wes Read builds on the cost segregation foundation from Part 1 to cover the critical structural decisions every building-owning dentist must get right. He opens with a firm warning against holding your building inside your S-Corporation, walks through the correct two-entity structure, and then dives into passive activity rules — including the often-asked question about qu
149: Cost Segregation Tax Strategy for Dentists -Part 1
In this episode, Wes Read walks dentists through one of the most powerful and underutilized tax strategies available to building-owning dental professionals: cost segregation. With a focus on education and practical application, Wes explains how the two-entity structure (dental S-Corp + real estate LLC), combined with a formal cost segregation study, can generate massive upfront tax deductions tha
148: Why Your Marketing Campaigns are Falling Flat
In this executive session of The Dental Boardroom Podcast, Wes Read is joined by Michael Anderson (Wondrous) and Megan Shelton (Shelton Solutions) to break down one of the most misunderstood drivers of practice growth: marketing offers.The conversation goes far beyond “$99 new patient specials” and explores what truly makes an offer effective in today’s competitive dental landscape. From identifyi
147: 2026 Q1 Financial Market Update: Iran and Your Investment Portfolio
In this Episode of Dental Board Room Podcast, host Wes Read sits down with Brandon and Paul to break down the biggest forces currently shaping the market, from geopolitical tensions with Iran to Federal Reserve policy and overall stock market resilience.The discussion explores how global conflict, particularly disruptions in energy supply, can ripple through inflation, interest rates, and portfol
146: Who Owns Dentistry
In this episode of the Dental Boardroom Podcast, Wes Read continues his analysis of the ADA Health Policy Institute 2024 study, focusing on one of the biggest shifts in modern dentistry who actually owns the industry today.This episode dives deep into the rise of Dental Service Organizations (DSOs) and compares them with traditional private practice models. Wes breaks down real data on ownership t
145: Is Dentistry Struggling?
In this episode of The Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, breaks down fresh data from the ADA Health Policy Institute (2024–2025) to uncover what’s really happening inside the dental industry. While many dentists are earning less despite working more, rising overhead, stagnant PPO reimbursements, and economic pressure are creating real challenges.Bu
144: Inside Spear: Strategy, AI, and the Future of Dental Education
In this episode of The Dental Boardroom Podcast, host Wes Read talks with Matt Coggin about how dental education is evolving in today’s fast-changing healthcare landscape. They explore how dentists can stay competitive through continuous learning, team training, and effective communication, while navigating challenges like staff turnover, AI integration, and the rise of DSOs. The episode highlight
143: Six Mistakes that Can Lead to Operational Misery
In this episode of the Dental Boardroom Podcast, Wes Reed dives into some of the most common and costly business and practice management mistakes dentists make. Drawing from years of experience working with hundreds of dental practices, Wes explains how strong clinical skills alone aren’t enough to build a sustainable, profitable, and stress-free practice.He breaks these mistakes into six core are
142: The Executive Session - Scaling Without Utter Chaos
In this episode of The Dental Boardroom Podcast, host Wes Read is joined by Megan Shelton (Shelton Solutions) and Michael Anderson (co-founder of Wondrous) for an in-depth executive session focused on one of the most challenging stages of practice ownership: scaling without creating chaos.The conversation explores the concept of “No Man’s Land” the phase where a dental practice is too big to opera
141: 2025 Q4 - State of Dental Industry (ADA Report)
In this episode of The Dental Boardroom Podcast, we take a deep dive into the Q4 2025 State of the U.S. Dental Economy Report from the ADA’s Health Policy Institute to understand where dentistry stands heading into 2026.Using AI-powered analysis, we explore how dental practices are navigating rising costs, staffing shortages, flat insurance reimbursements, and shifting patient behavior. While many
140: Financial Mistakes - Retirement and Investments
In this episode, Wes Read continues his series on common financial mistakes dentists make, focusing on retirement planning and investing. He explains how poor decisions around 401 (k) plans, defined benefit plans, debt management, and private investments can significantly impact long-term financial success.Wes breaks down how the U.S. tax system works, why retirement accounts are powerful tax-savi
139: Financial Mistakes - Tax Planning Gaps Part 2
In this episode of The Dental Boardroom Podcast, host Wes Read continues his series on common financial mistakes dentists make, with a deep dive into tax planning gaps that often lead to paying unnecessary taxes.Wes explains how many dentists rely on reactive tax filing instead of proactive tax planning, causing them to miss powerful deductions and make poor timing decisions. He breaks down practi
138: The Executive Session: What it takes to be a successful practice owner?
In this episode of the Dental Boardroom Podcast, host Wes Reed introduces a brand-new subseries called The Executive Session. This interdisciplinary series brings together experts in finance, marketing, and practice management to discuss the real business challenges dental practice owners face today.Joined by co-hosts Megan Shelton (https://www.instagram.com/doctormeganshelton/ (Practice Managemen
137: Financial Mistakes - Tax Planning Gaps
In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO continues his series on common financial mistakes dentists make, this time focusing on tax planning gaps. Wes explains why many dental practice owners unknowingly overpay taxes and how poor tax planning often results from weak cash flow management, rather than bad intentions.This episode break
136: 2025 Q4 Financial Market Update
In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, is joined by Brandon Hobson and Paul for their quarterly deep dive into the stock market, global economy, and what dentists and practice owners should prepare for as 2026 approaches.The episode covers:The Federal Reserve’s rate movements and expected leadership changeWhether the current AI wa
135: Finding the Right Dental Practice with Chris Marshall
In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, and Chris Marshall break down some of the most important warning signs dentists should watch out for when evaluating a dental practice for purchase. Drawing from real client cases and common deal-flow patterns, they discuss the financial, operational, and clinical red flags that often hide be
134: The State of Dentistry with Howard Farran, Founder of Dentaltown - Part 2
In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, and Dr. Howard Farran, Founder of Dentaltown, delve into the evolving landscape of dental ownership from the rise of private equity in dentistry to the challenges and opportunities facing today’s practitioners.They explore how cheap financing and investor enthusiasm fueled massive consolidati
133: The State of Dentistry with Howard Farran, Founder of Dentaltown - Part 1
In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, sits down with Howard Farran, founder of Dentaltown and one of the most influential thought leaders in the dental industry. Together, they explore the evolution of dentistry from emerging AI technology to the rise of DSOs, the challenges new grads face, and the skills needed to thrive in toda
132: Financial & Operational Mistakes Dentists Make - Part 1
In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, kicks off a new multi-episode series focused on the most common financial mistakes dentists make in both their personal and practice finances. After returning from an October break, Wes zeroes in on cash flow discipline, spending habits, tax inefficiencies, depreciation strategy, excess distr
131: 2025 Q3: State of Dental Industry (ADA Report)
In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, and an AI co-host unpack the ADA Health Policy Institute’s Q3 2025 “State of the Dental Economy” report. The data paints a complex picture of a dental sector stuck in an uneasy holding pattern where rising costs, flat reimbursements, and persistent staffing shortages are squeezing practices n
130: Financial Market Updates - October 2025
In this episode of The Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at PracticeCFO, talks with Brandon Hobson (Chief Investment Officer) and Paul Lipcius (investment committee member) about what’s happening in the markets and why it matters for dentists.They break down the recent Federal Reserve rate cut, explain how bond yields signal what might happen next in the economy, a
129: Kids on Payroll – A Tax & College Funding Strategy Part 2
In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, continues the discussion on putting your kids on payroll as a smart tax and wealth-building strategy. This time, he dives deeper into how to maximize the benefits by pairing payroll with 529 education savings accounts and Roth IRAs.Key Takeaways:Shifting income for tax savings:Move income fro
128: Kids on Payroll – A Tax & College Funding Strategy Part 1
In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, dives into one of the most powerful yet often overlooked tax and wealth-building strategies for dentists: putting your kids on payroll and using that earned income to fund retirement and education accounts.Wes explains how hiring your children in your dental practice (for real, le
127: Story Time! – War Stories and Spectacular Deals
In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, welcomes attorney Justin Morgan, JD, MBA, founder of Morgan Advisory Group, to share real-life “war stories” from dental practice transitions. Together, they unpack legal and financial pitfalls dentists should avoid—and opportunities that can change the trajectory of a career.From hidden Boto
126: Money Well Spent: How Dentists Can Buy Happiness - Part 3
In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, continues the miniseries on the relationship between money and happiness and what it really means for dental practice owners.Wes begins by revisiting key lessons from earlier episodes: money can reduce stress up to a point, but beyond a certain level of income, happiness plateaus. True financ
125: Money Well Spent: How Dentists Can Buy Happiness - Part 2
In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, explores the mindset shifts and habits that separate high-income dentists who struggle financially from those who build lasting wealth and freedom.Wes begins by revisiting the connection between money and happiness. He explains that while money can reduce stress, it does not automatically cre
124: Money Well Spent: How Dentists Can Buy Happiness - Part 1
In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor, explores how money impacts happiness, especially for dental practice owners facing financial stress and responsibility. Drawing on landmark studies by Daniel Kahneman, Angus Deaton, and Matthew Killingsworth, Wes uncovers the surprising truths about income, emotional well-being, and life satisfaction and how
123: Dental Financial Planning: Turning Chaos into Financial Freedom - Part 11
In this episode, Wes Read, CPA and financial advisor, highlights a common mistake among dental practice owners: treating financial planning as a one-time task instead of an ongoing cycle. Just like dental hygiene requires regular checkups, financial hygiene needs consistent monitoring, updating, and adjustment.Wes explains the fourth phase of financial planning: Implement → Monitor → Revise → Repe
122: Dental Financial Planning: Turning Chaos into Financial Freedom - Part 10
In this episode of The Dental Boardroom Podcast, host Wes Read, CPA CFP®, shares key financial and tax strategies for dental practice owners. He covers retirement plans (401(k), SEP IRA, Simple IRA, defined benefit/cash balance plans) and explains how to maximize contributions while managing employee costs and staying compliant. Roth IRAs and backdoor Roth conversions are also discussed for tax-fr
121: Dental Financial Planning: Turning Chaos into Financial Freedom - Part 9
121: Dental Financial Planning – Cash Flow Projection & Surplus AllocationIn this episode of the Dental Boardroom Podcast, host Wes Read, CPA, CFP® returns from a break to continue the Turning Chaos into Financial Freedom series for dental practice owners. This installment focuses on one of the most important pieces of financial planning: creating a cash flow projection and determining how to
120: Dental Financial Planning: Practice Capacity and Patient Growth - Part 2
In this episode of The Dental Boardroom Podcast, host Drew Phillips breaks down how to fully use your dental practice’s provider and facility capacity to drive growth. Building on the last episode, Drew shows how to measure your true capacity, find gaps in your schedule, and use simple strategies to close those gaps.Running a dental practice is about more than filling appointments—it’s about makin
119: Dental Financial Planning: Practice Capacity and Patient Growth - Part 1
In this episode of the Dental Boardroom Podcast, host Drew Phillips breaks down how your dental practice’s calendar is more than just a schedule—it’s your growth engine and valuation tool. This is the first of a two-part deep dive on practice capacity, focusing on how to measure, optimize, and leverage both provider and facility capacity to maximize revenue, improve cash flow, and set your practic
118: Dental Financial Planning: Turning Chaos into Financial Freedom - Part 8
118:Dental Financial Planning: Turning Chaos into Financial Freedom - Part 8In this episode of The Dental Boardroom Podcast, host Wes Read, CPA CFP®, continues the financial planning series for dental practice owners by focusing on a critical phase three step: determining your payroll (W-2 income) as an S-Corp owner.Wes explains how payroll fits into your broader business financial plan, why it ma
117: Dental Financial Planning: Turning Chaos into Financial Freedom - Part 7
117: Dental Financial Planning: Turning Chaos into Financial Freedom - Part 7In this episode of The Dental Boardroom Podcast, host Wes Read, CPA, CFP®, breaks down how dentists can turn tax chaos into predictable, stress-free planning. He shares why relying on your CPA only at tax time often leads to big surprises and how a structured approach, meeting mid-year and again in Q4, keeps finances on t
116: Dental Financial Planning: Turning Chaos into Financial Freedom - Part 6
In this episode of The Dental Boardroom Podcast, Wes Reed, CPA, CFP, continues his financial planning series for dental practice owners by diving deeper into the concept of break-even levels and the importance of creating a business financial plan that supports your personal financial goals.Wes revisits the three key break-evens every dentist should know:Practice Break-Even – Covering fixed costs,
115: Dental Financial Planning: Turning Chaos into Financial Freedom - Part 5
In this episode of The Dental Boardroom Podcast, Wes Read, CPA, CFP, continues the series on turning financial chaos into financial freedom for dental practice owners. Building on previous episodes covering team assembly, personal financial planning, and implementation strategies, Wes dives deep into the third step: developing a business financial plan that supports your personal financial goals.H
114: Dental Financial Planning: Turning Chaos into Financial Freedom - Part 4
Welcome back to another episode of the Dental Boardroom Podcast, where we help dental practice owners break down the world of finance and build a path to financial independence.We’re now entering Phase 3 of our series Financial Planning for Dental Practice Owners: Turning Chaos into Financial Freedom. This phase focuses on developing your business financial plan, and today’s episode dives deep int
113: Dental Financial Planning: Turning Chaos into Financial Freedom - Part 3
Welcome back to The Dental Board Room Podcast! In this episode, we continue our multi-part series on financial planning for dental practice owners. Phase 1 covered building the right financial team. Now in Phase 2, we shift the focus from the business to you personally — developing a Personal Plan for Financial Independence.In today's episode, we deep dive into Step 2 of Phase 2:Creating a Persona
112: Dental Financial Planning: Turning Chaos into Financial Freedom - Part 2
Welcome back to The Dental Boardroom Podcast! In this episode, we continue our deep-dive series on financial planning for dental practice owners — turning financial chaos into true financial freedom.Today, host Wes Read, CPA and CFP, explores Phase Two of the financial planning journey: Developing a Personal Plan for Financial Independence. Wes shares his unique approach, combining technical exper
111: Dental Financial Planning: Turning Chaos into Financial Freedom - Part 1
In this kickoff episode of a brand-new series, host Wes Read shares the foundation of financial planning tailored specifically for dental practice owners. Drawing from his widely presented talk, Dental Financial Planning: Turning Chaos into Financial Freedom, Wes explains why every dentist—regardless of age—should have a personal financial plan. He discusses the importance of building a roadmap fo
110: Is Your Team Stealing From You? What Every Dental Practice Owner Should Know
In this episode, Wes Read dives deep into a topic that keeps many dental practice owners awake at night: embezzlement. Drawing from real-life cases and his years of experience working with dentists, Wes explores how trusted team members can sometimes become the source of financial harm. He emphasizes the importance of "professional skepticism", a principle he adopted early in his career at Ernst &
109: 2025 Q2: State of the Dental Industry (ADA Report)
In this quarter’s deep dive, Wes Read unpacks the latest insights from the ADA Health Policy Institute’s Q2 2025 report—a comprehensive look at the state of the U.S. dental economy. Using AI to summarize key findings, we explore economic confidence among dentists, patient spending patterns, workforce trends, and the paradox of continued investments despite growing uncertainty. Whether you’re a den
108: Embezzlement Prevention Through Dentrec Technology
In this episode of The Dental Boardroom Podcast, host Wes Read, CPA CFP®, is joined by Myles Davis, founder of Dentrec—a platform designed to bring clarity and consistency between dental practice management systems, bank accounts, and accounting software like QuickBooks.Wes and Myles explore the common yet often overlooked issue of reconciling collections data with actual deposits. They dive deep
107: Financial Market Update: Key Events Shaping Your Portfolio in 2025
In this quarterly market update, Wes Read is joined by Chief Investment Officer Brandon Hobson and investment committee member Paul Lipcius to unpack the swirling forces shaping the markets in mid-2025. From geopolitical tensions and legislative changes to the explosive innovation in AI, the team explores why this year has been anything but predictable.They discuss the surprising resilience of mar
106: New Tax Rules Just Passed—Here’s What Dentists Need to Know
In this important episode, Wes Read walks dental and healthcare practice owners through the major tax provisions of the sweeping “One Big Beautiful Bill,” passed just before July 4th. This landmark legislation includes hundreds of provisions designed to extend prior tax cuts, adjust deductions, and shape the future of business and personal tax planning. Wes distills the dense legislation into clea
105: AI in Dentistry: How AI Is Redefining Dental Marketing with Adrian Lefler of My Social Practice
In this episode of The Dental Boardroom, host Drew Phillips sits down with Adrian Lefler, Co-Founder and CEO of My Social Practice. Adrian has been helping dental practices master digital marketing since 2009—long before “dental TikTok” became a thing.They explore how generative AI and automation are fundamentally transforming the marketing landscape for dentists—from content creation and SEO to r
104: AI in Dentistry: How NexHealth Is Automating the Patient Experience
In this insightful episode, Drew Phillips continues the special series on AI in Dentistry with a deep dive into how Next Health is helping practices modernize patient experiences. Kyle Johnson shares his journey from early-stage team member to driving growth and solving some of the biggest challenges in dental technology—especially data integration. They explore why true AI transformation starts w
103: AI in Dentistry: How Pearl AI Is Enhancing Diagnosis and Case
In this episode of The Dental Boardroom Podcast, host Wes Read, CPA, CFP, and owner of Practice CFO, sits down with Mike Buckner from Pearl AI—one of the frontrunners in AI-powered clinical analysis for dentistry. Together, they explore how artificial intelligence is transforming dental practices across the country.Mike shares his deep experience with dental tech giants like Solutionreach, Dental
102: AI in Dentistry: Insurance Verification with Vivek Kinra with Verrific
In this eye-opening episode, host Wes Read, CPA, CFP welcomes Vivek Kinra, founder and CEO of Verific, for an in-depth conversation about artificial intelligence in dentistry.The discussion starts off unscripted and fresh, as Vivek shares his unique journey from software engineering to creating multiple dental technology companies—PPO Profits and now Verific. He details how Verific uses genuine AI
101: AI in Dentistry: Radiograph Analysis and Case Presentation with Overjet Founder Dr. Wardah Inam
In this episode of the Dental Board Room Podcast, Wes Read CPA, CFP, continues AI in Dentistry series with a very special guest, Dr. Wardah Inam, founder and CEO of Overjet AI. With a background from MIT and Harvard, Dr. Wardah Inam is at the forefront of AI innovation in dental care.Overjet is the first FDA-cleared dental AI platform for both caries detection and bone level measurements. It’s use
100: AI in Dentistry: Front Desk Automation with FOJI.io Founder Mitch Hersche
In this thought-provoking episode of The Dental Boardroom, host Wes Read CPA and CFP continues his AI in Dentistry series by diving deep into one of the most transformative technologies shaping dental practices today—AI agents. Wes welcomes Mitch Hersche, founder of FOJI, a leading innovator in operational AI tools designed for dental offices. Together, they explore the what, why, and how of AI in
99: AI in Dentistry: AI's Analysis of the ADA AI Whitepaper
Welcome to another episode in our special AI in Dentistry series! As AI technologies rapidly evolve, so does their impact on dental practices — clinically, administratively, and technologically. Today, we’re doing something a little different — and very exciting.In this episode, host Wes Read, CPA, CFP shares a live demonstration of how AI can simplify and clarify complex industry insights, using
98: AI in Dentistry: A General Overview of AI in Dental Practice
In this episode of The Dental Boardroom Podcast, Wes Read, CPA, CFP, kicks off an exciting new series titled "AI in Dentistry." As artificial intelligence reshapes industries worldwide, Wes explores how dental practices can harness its power to improve efficiency, profitability, and patient care—without losing the human touch that defines quality service.Wes shares a foundational overview of what
97: Dental Leadership: Hiring Smarter, Paying Better, and Embracing AI with Kiera Dent
In this episode of The Dental Boardroom, host Wes Read CPA and CFP welcomes special guest Kiera Dent, founder of The Dental A-Team, for a rich, unscripted conversation about what it takes to run a thriving dental practice in 2025.Kiera opens up about her unique journey—from high school dental assistant (yes, because of the scrubs!) to building multi-location dental practices, and eventually foundi
96: Built to Lead: From $450K to $3.2M and the Power of Intentional Ownership
From associate to multi-million dollar practice owner and now dental consultant, Dr. Megan Shelton joins Wes Read, CPA, CFP®, and Paul on this powerful episode of the Dental Boardroom Podcast to share the mindset, strategy, and systems that fueled her remarkable journey.Dr. Shelton opens up about purchasing a struggling $450K practice—while carrying $450K in debt—and how she transformed it into a
95: The Big Beautiful Bill: Proposed Tax Changes That Might Affect You
In this episode of the Dental Boardroom Podcast, Wes Read, CPA and CFP, breaks down the key elements of the newly passed House tax bill—H.R.1, also called the “One Big, Beautiful Bill Act.” While it still faces an uncertain path in the Senate, this bill aims to permanently extend many provisions of the 2017 Trump Tax Cuts and Jobs Act. Wes walks dentists through what matters most, including the pr
94: From Conversation to Commitment: How Communication Drives Case Acceptance
In this episode of The Dental Boardroom Podcast, Wes Read, CPA, CFP, sits down with Dr. Bob Marcus to unpack one of the most critical and misunderstood challenges in dentistry: case acceptance.Dr. Marcus—seasoned clinician, educator, and practice management consultant—shares what separates practices that thrive from those that just get by. From mindset to method, he reveals how confidence, communi
93: Making the FFS Leap with Dr. Anissa Broussard
Many dentists feel trapped in the PPO system—working long hours, doing more dentistry, and still questioning, “Where’s the money going?”In this episode of The Dental Boardroom Podcast, Wes Read, CPA and CFP, talks with Dr. Anissa Broussard about her powerful shift from PPO dependence to a thriving fee-for-service practice. Dr. Broussard shares how she reframed her mindset, leveraged social media t
92: PracticeCFO: Financial Markets Update
Wes Read, CPA and CFP, returns from the CDA Convention in Anaheim and sits down with Practice CFO’s lead CFO advisor, Paul Lipcius, and head of investments, Brandon Hobson, for an in-depth conversation on the current state of the economy and investing landscape in May 2025.Together, they dive into the market’s reaction to global tariffs, recent signals from the Federal Reserve, macroeconomic trend
91: The Most Overlooked Tax Mistake in Dentistry: Excess Distributions
If you're a dental practice owner—or planning to become one—this episode could save you thousands. Wes Read, CPA and CFP, breaks down the financial fundamentals every dentist needs to master, especially when it comes to getting money out of your business without triggering IRS penalties.Wes unpacks the critical role of choosing the right business structure—S Corporation, LLC, or sole proprietorshi
90: A Second Location: Should You Buy or Start Up One
Welcome back to The Dental Boardroom Podcast! Wes Read CPA, CFP dives deep into a critical and often misunderstood topic among dental practice owners: Should you buy or open a second location?Wes breaks down the real economics, hidden challenges, and common myths behind scaling your dental business by adding a second office. Drawing from years of client experiences and financial data, he expl
89: EBITDA: Everything You Need to Know About It
In this episode, Wes Read CPA, CFP and founder of PracticeCFO dives into one of the most important financial terms in dentistry: EBITDA. Whether you're planning to sell your practice or simply want to manage it better, understanding EBITDA is essential. Wes explains what it is, how to interpret it from your P&L, and why every dental professional—owner or associate—should know the business sid
88: The Economics Between In-Network vs. FFS Fee Models
In this insightful episode of The Dental Boardroom Podcast, Wes Reed, CPA, CFP and founder of Practice CFO, breaks down the real financial impact of staying in-network with PPOs versus transitioning to a fee-for-service (FFS) model. Using a crown-focused case study, Wes illustrates how fewer procedures can yield significantly higher profits under FFS — even with some patient attrition. If you're a
87: 10 Questions to Ask Your CPA Each Year
Welcome back to The Dental Boardroom Podcast with Wes Read CPA, CFP!In today's episode, we're pivoting from last week's discussion about reviewing your own financial statements to a powerful new focus: the 10 critical questions you should be asking your CPA every year — not just at tax time.Why is this so important? Most CPAs are historians by training — they look backward. But if you learn to eng
86: The PTE Tax Deduction: DON'T MISS OUT!
The PTE Deductions: Don’t Miss Out!If you're a dental practice owner in a state with state-level income taxes—this episode with is for you. Host Wes Read CPA, CFP dives deep into the Pass-Through Entity (PTE) Tax Election, a tax-saving strategy that can turn your state tax payments into a federal tax deduction.This is especially important for dentists in high-tax states like California, New York,
85: 10 Questions to Ask Yourself When Reviewing Your Monthly Financial Statements
Welcome back to The Dental Boardroom Podcast with Wes Read.In this follow-up to our previous episode on structuring your Profit & Loss (P&L) statement with Wes Read CPA, CFP, we dive deeper into the how of using your financials strategically.This episode walks you through 10 essential questions—or rather, areas of focus—to ask each month when reviewing your financial statements. These ques
84: Your Practice in Numbers: Mastering the Profit & Loss Statement
In this episode with Wes Read CPA, CFP and founder of PracticeCFO, explore a topic that is absolutely foundational to the financial success of your dental practice—your financial statements. Host [Your Name] (or "I") breaks down the importance of understanding your Profit & Loss Statement (P&L) and how it reflects the economic health of your practice.Whether you’re preparing to sell your
83: The ERC (Employee Retention Credit): Key Updates.
In this episode of The Dental Boardroom Podcast, Wes Read CPA, CFP, founder of a dental CPA and financial planning firm, dives deep into the Employee Retention Credit (ERC)—what it was, how it worked, and the lingering tax implications that dentists still need to address in 2025. From qualification rules and tax amendments to why the IRS is still behind on guidance, Wes breaks it all down with cla
82: Top 10 Mistakes When Selling Your Dental Practice
Selling a dental practice is one of the biggest financial decisions in a dentist’s life—and it’s easy to make costly mistakes. In this episode, Brian Hanks sits down with Wes Read, CPA and founder of PracticeCFO, to break down the top 5 most common mistakes dentists make when selling their practice. From bad timing to poor team assembly, Wes and Brian share the insights every seller needs to avoid
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