714-505-9000 cpas@hmwccpa.com


Informative weekly podcasts for dental practices,  hosted by Art Wiederman, Dental CPA.

Leadership Uncomplicated-An Intuitive Way to Lead Your Team

July 17, 2019


Katherine Eitel Belt, President

Lion Speak, Inc.

Info@LionSpeak.net | www.LionSpeak.net
PO Box 423 | Aguanga, CA 92536
(800) 595-7060


In this episode, Art and Katherine discuss key leadership skills for a dentist that include how to lead a dental team and how to create a great culture. In addition, they converse about creating and building a world-class dental team who believes in and executes the dentist’s vision and goals for the practice. Katherine talks about dentists using the same instincts that lionesses use to help their lion cubs go out into the wild and be successful, relating that to training a team. Finally we’ll discuss how to hold team meetings, how to train team members, and other communication issues between team and doctor. If you’re looking for leadership development tips, this episode is a must.



To hear more “The Art of Dental Finance” podcasts click here.

Tips on Designing a World Class Dental Office

July 10, 2019


Dr. Michael Unthank

Unthank Design Group


(402) 423-3300



Art talks with his long-time friend from his Pride Institute days, Dr. Michael Unthank. Dr. Unthank is both a dentist and a world class dental architect who has designed over 1,000 dental offices all across the United States. Art and Mike talk about the process of choosing an architect and contractor; things he likes to see in dental treatment rooms, front offices, and sterilization areas; and mistakes he has observed. Mike is one of the most knowledgeable people in the country when it comes to dental office design, and he gives many tips on what dentists should consider when contemplating their design. His key question is “How do you want to practice?” This opens the door to the vision of the doctor and helps create an office where his clients are very happy practicing. Whether you’re looking at revamping your office, moving to a new office, or launching a new practice, there are lots of great tips for you in this episode.



To hear more “The Art of Dental Finance” podcasts click here.

Estate Planning 101 for Dentists

July 3, 2019


Kelly M. Cruz

Primiani, Stevens, Cruz & Punim PC




Art visits with his friend and colleague Kelly Cruz, a top notch estate planning attorney. She discusses with Art the dangers of not having estate documents, how wills and trusts are used, and how to protect assets when leaving them to family members. Also they dialogue about difficult decisions, such as how to choose a guardian and whether to hire a corporate trustee to manage your assets upon death. If you have not finished your estate planning, there are lots of great tips in this episode for you.



To hear more “The Art of Dental Finance” podcasts click here.

What You Need to Know About Becoming a Multi-Practice Dental Company

June 26, 2019


Maria Melone, CPA

Morr Dental | Rosen CPA Group





Art talks with his good friend from the Academy of Dental CPA’s Maria Melone. Maria is managing partner of MORR Dental Transitions, which is part of the Rosen CPA Group in Boston. Maria is one of the foremost authorities in the country on group dental practices. She helps her clients buy and sell dental practices and works to bring groups to larger buyers all over the United States. During her 20 years in the industry, she has worked for a company that owns hundreds of dental practices and has helped advise dentists on how to grow from owning one practice to owning multiple practices. Art and Maria discuss the biggest mistakes dentists who own multiple practices make in building their business, what private equity groups and large practice owners looking to acquire are looking for, how groups who want to grow obtain financing, and proper management systems. They also discuss what a single owner dentist should look for when deciding to sell to a larger group. Great information for one-office owners as well as owners who want to grow to be a multi-practice company.



To hear more “The Art of Dental Finance” podcasts click here.

Are You Effectively Marketing Your Dental Practice?

June 19, 2019


Grace Rizza

Identity Dental Marketing





Today Art visits with his good friend and dental marketing expert Grace Rizza. Grace dialogues about effective marketing tools you can use to build your practice’s brand.

Art and Grace discuss topics like:

• Utilizing search engine optimization (SEO)

• Getting the most out of social media

• Considering TV and radio marketing

• Optimizing your website

• Avoiding the biggest marketing mistakes

If you are looking to up your marketing game and grow your practice, don’t miss this episode!



To hear more “The Art of Dental Finance” podcasts click here.

How Important is Body Language in the Dental Office?

June 12, 2019


Janice Hurley

Janice Hurley the Image Expert




Art has a great conversation with Janice Hurley, an executive coach and image consultant for dentists. Janice is a nationally recognized speaker and author of a new book coming out in July. She gives tips on treatment presentation and the traits of successful people. Also she describes how she coaches her clients to use visual, verbal, and body language skills to portray confidence. In thirty-five years in dentistry, Art has never met someone with this amazing skill set – you do not want to miss this episode!



To hear more “The Art of Dental Finance” podcasts click here.

Un-Retirement and How Dentists Can Live Longer, Healthier, and More Fulfilling Lives

June 5, 2019


Bill Ellermeyer

Ellermeyer Connect

Bill@ellermeyerconnect.com · 714-803-9805

Art visits with career transition coach Bill Ellermeyer. Bill has helped hundreds of people identify second careers and connect them with the people and resources they need to move on after their initial career. Art and Bill discuss the dangers of not continuing to be active both mentally and physically, how one assesses what he or she has talent and passion for after dentistry, and what some of his clients have done after their initial careers. He also suggests great resources that can help you assess your next steps after dentistry. Bill encourages people not to retire, to chase their passion, and to give back. A very thought provoking episode that could change your life.


To hear more “The Art of Dental Finance” podcasts click here.

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Investing for Dentists from a Professional Wealth Manager’s Point of View

May 29, 2019


James (Jim) Davenport

Beacon Point Wealth Advisors

jdavenport@beaconpointe.com · 949-720-9980

On this episode, Art visits with Jim Davenport of Beacon Pointe Wealth Advisors. Jim and his partners have worked with Art for many years. Beacon Pointe manages over $11 Billion in assets for their clients nationwide, working with private managers all over the country who specialize in equities and bonds to manage their clients’ money. Art and Jim discuss the current investing climate, how the national debt might affect the markets, and what he believes are some hot sectors of the market in 2019. Also, he gives some really good tips for both younger dentists and dentists nearing retirement to keep in mind when it comes to investments. Don’t miss out on the really good information and tips provided in this episode.


To hear more “The Art of Dental Finance” podcasts click here.

Proper Insurance Coding and Boosting Profits in your Dental Office

May 22, 2019


Dr. Charles Blair

Charles Blair & Associates, Inc.

info@drcharlesblair.com · 866-858-7596 · www.drcharlesblair.com

For over thirty years, Dr. Blair has been the authority on proper insurance coding in a dental office as well as practice profitability through his lectures, books, and insurance newsletter. Art and Dr. Blair discuss the direction of dentistry, areas of a practice where dentists leave money on the table, and how to properly code insurance claims. Dr. Blair is one of the great people in dentistry. Be sure to have a pad and pencil to take notes from this podcast – the tips he gives could help increase revenue for your practice.  


To hear more “The Art of Dental Finance” podcasts click here.

Can You Really Bill Medical Insurance for Dental Procedures?

May 15, 2019


Hootan Shahidi

Crossover Dental Enterprises

818-306-5106 · hootan@codeclaims.com


On this episode, Art visits with Hootan Shahidi, founder of Crossover Dental Enterprises. This organization specializes in assisting dental offices bill dental procedures through the medical insurance policies of patients. Hootan discusses the advent of medical billing, the different procedures that can be billed using a patient’s medical insurance policy, and what questions dentists should be asking their patients that could result in billing through health insurance. A very eye opening episode that can add another tool to a dental practice’s tool belt.



To hear more “The Art of Dental Finance” podcasts click here.


Is Your Practice Ready to Enter a Sales Transaction?

May 8, 2019


Kathleen Johnson

Kathleen Johnson Consulting

(800) 998-8399 · kajohnson@sbcglobal.net


Today, Art talks with his long-time friend and dental management consultant Kathleen Johnson, who has evaluated over 1,000 dental practices for buyers all over the country. Kathleen talks about what reports she looks at, why hygiene is important, what the team needs to look like, and all of the things buyers and sellers need to consider from a management perspective when getting ready to enter into a sales transaction. This episode is not only for dentists ready to buy or sell, but also for dentists in practice. Kathleen offers gems about how to make any practice successful, so you do not want to miss this valuable insight.



To hear more “The Art of Dental Finance” podcasts click here.


Managing a Dental Office from the Perspective of a Doctor’s MBA Spouse

May 1, 2019


Barbara McGuire, Office Manager

John McGuire DDS

(562) 627-0075

Today, Art talks with his client Barbara McGuire, who manages her husband John’s dental office in Long Beach, California. Barbara worked for sixteen years in corporate America in the business world and brought her experience to her husband’s dental office. Barbara and Art talk about what she looks at from a business perspective, and how they have implemented CAD-CAM, sleep apnea, and medical billing into their practice. Barbara has amazing insights into what has made her husband’s patient-based practice very successful. Be sure to take notes as Barbara gives tons of tips she uses in her office that you can use in yours.


To hear more “The Art of Dental Finance” podcasts click here.


How To Build and Equip a World Class Dental Office

April 24, 2019


Bob Mothershead

Henry Schein Dental

Henry Schein Dental Equipment & Design Specialist · 818-516-2954

Art interviews his good friend Bob Mothershead, an Equipment and Dental Office Design Specialist with Henry Schein. Bob shares his experiences helping dentists build out and properly equip dental offices over his thirty year career. He provides tips to successfully build or expand, as well as mistakes to avoid. Art and Bob also discuss the most important equipment a dentist needs in his or her office. If you are looking at opening an office, already in practice and thinking of expanding, or looking for tips on how to have an office that patients love, this interview is for you.


To hear more “The Art of Dental Finance” podcasts click here.


Plug Profit Leaks with these Key Performance Indicators

April 17, 2019


Rick Willeford, CPA




Rick is the president of Dentametrix, Inc. He has developed an analytic dashboard program that allows dentists and their advisors to pull information out of their dental management software programs, helping them identify problem areas in their practices. Art and Rick will talk about watching numbers, which numbers to watch, and warning signs in the numbers In addition, they’ll expand on the real meat of what a dentist should be looking at, the three P’s: Patients, Production, and Profits. Rick is a wealth of knowledge, so make sure you have a pad of paper to record the many ideas he’ll provide to help plug those leaks where your practice may be losing profits.


To hear more “The Art of Dental Finance” podcasts click here.


Increasing Dental Hygiene Department Efficiency and Profitability

April 10, 2019


Rachel Wall, RDH, BS

Inspired Hygiene


Today Art visits with Rachel Wall, the founder of Inspired Hygiene. Rachel is a hygiene consultant, trainer, and national speaker. Art and Rachel discuss what makes a successful hygiene program in a dental office, the importance of culture, how the doctor can support the hygiene department, and the ideal hygienist appointment schedule. Rachel shares some pearls of wisdom on verbal skills for the entire team to help both the hygiene department and the practice grow. Tune in to hear these impactful tips to improve your hygiene department.


To hear more “The Art of Dental Finance” podcasts click here.

Managing HR and Employee Issues in the Dental Office

April 3, 2019


Ali Oromchian

Dental & Medical Counsel, P.C.



In this episode Art talks with his good friend Ali Oromchian, a national speaker and lecturer. Ali’s company, HR For Health, helps over 2,000 dentists across the country with labor law compliance issues in the dental office. Art and Ali discuss topics such as:

    • The proper way to hire employees
    • The necessary forms and paperwork
    • What constitutes an appropriate employee handbook
    • How overtime rules work in the dental office
    • Tips when terminating an employee
    • The difference between an independent contractor and an employee

If you own or manage a dental office and handle human resource issues, be sure to listen to this podcast to glean essential information that can assist you in this important area of business.

Blog: https://www.dentalcounsel.com/dentalandmedicalblog



To hear more “The Art of Dental Finance” podcasts click here.

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Reducing Insurance Dependence in the Dental Office

March 27, 2019


Gary Takacs

Founder of the Thriving Dentist Show podcast


During this episode Art spends the hour with the Godfather of Dental Podcasting, national speaker, and coach Gary Takacs. One of Gary’s passions is to help dentists rid themselves of contracting with insurance plans that costs practices 25-50% or more in gross revenues. Gary will tell the story of how he and his dentist partner bought a practice in Phoenix that was contracted with 33 plans, and in two years systematically eliminated all of the plans. He will explain his six step process for reducing insurance dependence in the dental office. Don’t miss this valuable, money-saving information!



To hear more “The Art of Dental Finance” podcasts click here.

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Tips for Efficient Management of a Dental Office

March 20, 2019


Sheri Nickerson

Nickerson Consulting

818-703-3047 · Sherri@nickersonconsulting.com

Art talks to his good friend Sherri Nickerson of Nickerson Consulting. Sherri has been in the dental field for over forty years and helps coach teams to improve practice profitability and enjoyment. She uses information from her clients’ dental computer software to pick out key performance indicators, which she and Art will talk through. Sherri will also discuss case presentation techniques, the importance of a morning huddle, and much more. Great tips for better practice management in this episode!



To hear more “The Art of Dental Finance” podcasts click here.

Assessing Computer and Cyber Security Needs in a Dental Office

March 13, 2019


Ron Vesely

Arevtech Managing Technology


Art talks with Ron Vesely, founder and president of Arevtech, a technology and IT company dedicated to the dental profession. Art and Ron will discuss how to address a dentist owner’s cybersecurity and patient information protection, as well as what dentists need in their computer systems. Ron will also discuss common mistakes to avoid in setting up a dental practice computer system.


To hear more “The Art of Dental Finance” podcasts click here.

Social Media Marketing for Dentists

March 6, 2019


Rita Zamora

Rita Zamora Connections


On this episode of The Art of Dental Finance Art dives into the subject of social media marketing with one of the top experts in the country, Rita Zamora. They will review the five things social media managers want dentists to know, what works best, and how dentists who manage their own social media for their practices can be successful.



To hear more “The Art of Dental Finance” podcasts click here.

Tips for Buyers and Sellers of dental practices

February 27, 2019


Ted Schumann, CEO, CPA, CBC, CFP®

The DBS Companies


Art visits with Ted Schumann, a member of the Academy of Dental CPAs and the founder and principal of DBS Companies located in Bay City, Michigan. He is a dental CPA and also a dental practice broker. This session will provide key information buyers and sellers need to consider when planning to purchase or sell a dental practice. Ted has over thirty years’ experience working with dentists and his insights on this topic are spot on.


To hear more “The Art of Dental Finance” podcasts click here.

Art’s Golden Rules

February 20, 2019


Art Wiederman, CPA

Host of The Art of Dental Finance Podcast


In this episode of “The Art of Dental Finance with Art Wiederman, CPA”, Art spends the hour explaining “Art’s Golden Rules”. These are rules of finance that will help dentists get on track to meet their personal financial goals while still enjoying life. Art talks about how much you should spend and save, making sure you invest wisely and, most importantly, being certain that you make financial decisions that will benefit the ones you love. Art tells a great story at the end that illustrates how all these rules add up.



To hear more “The Art of Dental Finance” podcasts click here.

Retirement Planning for Dentists

February 13, 2019

Brandon Collier, J.D., LL.M.

Collier & Associates

Art talks with nationally known dental tax attorney Brandon Collier, who authors the very popular Collier and Associates Newsletter that has attracted over 4,000 subscribers. He also conducts financial and investment seminars nationally and internationally, and is a well-known lecturer to dental groups. Brandon and Art will discuss retirement plan options for dentists, as well as tax reduction schemes that dentists want to avoid. If you are interested in retirement and retirement planning, this is an episode you do not want to miss.


To hear more “The Art of Dental Finance” podcasts click here.


Navigating the Insurance Claim Process

February 6, 2019


Randy Curry

Law Offices of Randy D. Curry



In this recording, Art will interview Randy Curry, an attorney in Newport Beach, California. Randy’s law practice specializes in helping clients navigate through the claims process in applying for insurance reimbursements when there is a claim on total or residual disability, fire, etc. Randy and Art have worked on several cases together, and navigating through an insurance policy’s language and definitions takes a specialist. Join us for valuable information and insights!


To hear more “The Art of Dental Finance” podcasts click here.

Investing from a Dental CPA Prospective

January 30, 2019


Joseph Kalinowski, CPA/PFC

Thomas Doll


Art’s guest this week is fellow Dental CPA and registered investment advisor, Joe Kalinowski. Joe is an advisor at Thomas Doll, a tax, retirement, and wealth advisory firm in Walnut Creek, California, which is also a member of the Academy of Dental CPAs. Thomas Doll manages over $1 billion in assets for their clients. 

Art and Joe will discuss the components of a good financial plan, then Joe will explain in detail how a good investment portfolio and financial plan are constructed for a dental professional. 


To hear more “The Art of Dental Finance” podcasts click here.


How to Deal with the IRS

January 23, 2019


Joseph Broyles

The Law Offices of Joseph Broyles, Inc.


Art speaks with Joseph Broyles, a tax controversy attorney whose entire law practice is devoted to helping people who get in trouble with the IRS and other taxing agencies. He was an IRS Revenue Agent for nine years, so he knows his way around the IRS. Topics of discussion include installment agreements; offer-in-compromise; what happens if a taxpayer who owes back taxes has to file for bankruptcy; what happens to practice owners who do not pay payroll taxes; and much more. For anyone who is behind in paying income or other taxes, this episode will help you learn the rules of the road when dealing with the IRS.


To hear more “The Art of Dental Finance” podcasts click here.


How to Run a Fee-For-Service Dental Practice

January 16, 2019


Jeanette Kern, DDS

Dr. Jeanette Kern. Dr. Kern bought a practice in 1995 for less than $100,000 and turned it into a fee-for-service juggernaut, which she sold in 2018 for well over $1 million. Dr. Kern has started her second career journey as a coach for dentists and she has extensive experience in managing a nearly $2 million fee-for-service dental practice. She will discuss her journey building a great practice, and share tips that our listeners can implement to do the same.

To hear more “The Art of Dental Finance” podcasts click here.

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Navigating PPO’s

January 9, 2019


Clint Johnson

Founder and President, Profitable PPOs


In this episode of The Art of Dental Finance, Art talks with Clint Johnson, founder, and president of Profitable PPO’s in Phoenix, Arizona. Clint has consulted with thousands of dentists across the country about developing the best mix of PPO plans in their practices to generate the largest reimbursements possible. Clint has helped to increase insurance company reimbursements for dental services to his clients by tens and many times hundreds of thousands of dollars each year. If you currently contract with PPO plans or are considering doing so, this is an episode you don’t want to miss. 


To hear more “The Art of Dental Finance” podcasts click here.


Identifying and Preventing Fraud and Embezzlement in Your Dental Practice

January 2, 2018


Allen Schiff, CPA

Schiff & Associates


Allen Schiff, president of the Academy of Dental Certified Public Accountants (ADCPA). Allen is a dental-specific CPA in Baltimore, Maryland and a Certified Fraud Examiner. For more than thirty years, he has helped his clients set up proper fraud prevention systems and has lectured across the country on this subject.  Join us as Allen and Art discuss the various ways dentists can be victims of embezzlement, and introduce systems and procedures you can implement that have been proven to help prevent fraud and embezzlement in your practice.



To hear more “The Art of Dental Finance” podcasts click here.


Cost Segregation Initiatives

December 18, 2018


Curt Gautreau, CPA

Cost Segregation Initiatives, LLC

If you are planning on building out, expanding your dental office, purchasing and building out a dental office, or if you have previously built out your office any time after 1987, you should be interested in potentially saving tens of thousands of dollars in income taxes. 


To hear more “The Art of Dental Finance” podcasts click here.



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