714.505.9000 cpas@hmwccpa.com


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

Year-End Tax Planning for Dentists with Art Wiederman, CPA – The Art of Dental Finance

November 13, 2019

Art Wiederman




In this episode, Art talks about year-end income tax planning for dentists. He explains the difference between a marginal and effective rate of tax, how changes in the Congress and the White House might impact tax rates and deductions in 2021, and what things a dentist can do to reduce his or her tax liability through their dental practice. In addition, he’ll provide tips on how to use retirement plans and equipment purchases to cut taxes, and how to take care of two very important parts of the 2017 tax reform act: (1) the 20% Pass-Through deduction under Tax Code Section 199A, and (2) the Child Tax Credit, which can save taxpayers $2,000 per child. Lots of tips and tax planning ideas that could save dentists thousands of dollars before the end of the year. Don’t miss this important episode!

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Legal Issues for Dentists with Dental Attorney Pat Wood – The Art of Dental Finance

November 6, 2019

Patrick Wood, Esq.

Wood & Delgado, Attorneys at Law







In today’s episode, Art visits with long-time colleague dental attorney Pat Wood. Pat and his team have worked with over 6,000 dentists spanning his 35 year career as an attorney for dentists. Art and Pat dialogue about associate agreement content and how covenants not to compete work. They also cover issues for senior doctors as well as associates involved in these contracts, and legal issues for buyers and sellers in the purchase or sale of a dental practice. Lots of great insights that could save dentists from legal issues when entering into contracts.

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World Class Clinical Continuing Education with Johnny Kois, CEO of The Kois Center

October 30, 2019

Johnny Kois, CEO





Today Art has the privilege of spending the hour with Johnny Kois, CEO of The Kois Center in Seattle, Washington. Johnny’s father, Dr. John Kois, is one of the most well-known and iconic dentists in the world. His courses and curriculum on clinical dentistry are among the best in the world. Johnny and Art talk about the three core concepts students of Dr. Kois learn: (1) how the curriculum is research based, (2) how dentists who come to the Kois Center are happier in their practices, and (3) how they teach dentists their system of developing a treatment plan, presenting cases, and to taking their game to the next level. Dr. Kois and his team have trained thousands of dentists and the information you will get on this episode might just change the way you learn and how you practice.

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

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Pearls from One of the Best Dentists and Coaches I Know – Dr. Phil Potter

October 23, 2019

Art Wiederman





On today’s show, Art spends the hour with his dear friend and CPA client, Dr. Phil Potter. Art and Dr. Potter are also partners in a practice transitions business. Dr. Potter practiced high-level restorative and cosmetic dentistry in his private practice in San Clemente, California for 31 years. After his retirement he spent many years as a coach working with and lecturing with Dr. Paul Homoly. They traveled all over the country talking about complex care case acceptance, leadership, and what makes dentists successful. Art and Dr. Potter discuss how dentists can and should differentiate their practices from those down the street, how to avoid becoming a commodity, and the pyramids that dentists need to build within their practices. Their dialogue includes how dentists need to interact not only with their team but also with patients to communicate their message. Phil shares how he trained the team in his practice and why his practice was so successful. He informs about emotional intelligence and suggests some great resources to dentists who want to control their own destiny. Dr. Potter is a wealth of knowledge. As Art’s mentor, he has taught Art many things about life and we’re sure his insights will be invaluable to others as well.

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

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Tips for Hiring an Associate Dentist & Forming and Operating Dental Partnerships

October 16, 2019

Art Wiederman





Today, Art spends the hour talking about one of his favorite topics – associates and partnerships.  Art will cover the reasons a dentist would want to bring on an associate, the steps a dentist would take in finding and interviewing a prospective associate, what should be important to the senior doctor as far as characteristics of an associate dentist, and whether to pay that associate as an employee or independent contractor.  He then discusses the formation of a partnership, how much of the practice to sell to a young associate, how to determine the splitting of profits, and other issues a senior doctor needs to consider when adding an associate dentist to his or her practice.  This is an area where Art consults frequently with dentists and helps them structure their partnership so all parties are successful.  If you have a growing practice and are looking to add an associate dentist and perhaps ultimately a partner, this episode is information you need.

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

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The Ten Biggest Financial Mistakes Dentists Make and How to Avoid Them

October 9, 2019

Art Wiederman




Today Art visits with his audience on the ten biggest financial mistakes dentists make and how to avoid them. He talks about building an office that is too expensive, putting too much emphasis on income tax savings, not understanding your investments and many more. Art has incorporated this information into dozens of talks he has given to local and national dental societies and groups and it is always chock full of information and great tips. Art one-on-one with his audience is always informative and entertaining.

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Does Your Dental Practice Have the Right Insurance Coverage?

October 2, 2019

Guest: Rich Walton, Mikel’s Insurance Services

MedPro Group Authorized Agency Downey, California

Email: rwalton@mikels-ins.com

Phone: 800-928-0431 Ext. 128 



Today Art talks with his long-time friend and colleague Rich Walton, who has worked with over 1,500 dentists helping them obtain proper malpractice, workers compensation, office liability, and other types of insurance. Rich discusses the difference between a claims-made policy and an occurrence policy, why it is important to read the policy, what to do if a patient is unhappy and threatening to sue, and what to do if a lawsuit is filed. Rich and Art also discuss mistakes dentists make in purchasing different types of insurance and why it is important to buy insurance from someone who knows your profession. Finally, Rich provides information about employee liability insurance, which covers discrimination and harassment exposure. This very informative episode is important for every dentist in practice to discover what is in their respective insurance policies and how it affects them.

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

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Financial and Business Tips for Success at All Levels

September 25, 2019


Robby Apple, CPA

Apple, Guerin & Company


6421 Perkins, Bldg A, Ste 1-B
Baton Rouge, LA 70808
(225) 767-1020

Nicholas Rauber, DDS

Faculty, LSU School of Dentistry

8519 Highland Road
Baton Rouge, LA 70808

(225) 766-1765


In this episode, Art visits with Dr. Nicholas Rauber and fellow Academy of Dental CPAs member Robby Apple. Robby’s dental CPA firm in Baton Rouge is one of the premier dental CPA firms in the Southeastern United States, working with close to 200 dentists. Dr. Nicholas Rauber is on the faculty at the Louisiana State University School of Dentistry. Nick discusses what is currently taught to dental students regarding the business of dentistry, his experience with his current and former students, lessons he teaches his students, and life experience of also being a practicing dentist in Baton Rouge. Robby provides lots of financial tips that he gives his dentist clients on buying a practice, whether to buy a house or a practice first, retirement and overall financial planning, and how to monitor their business. The interaction with Robby and Nick provides great information for dentists at all stages of practice.

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

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Global and National Economic Update

September 18, 2019


Dennis Kushner


Today Art interviews Dennis Kushner who has spent his career in corporate turnarounds and mergers and acquisitions. Dennis gives an economic update titled “The Kushner Report” at Art’s monthly networking breakfast. Dennis has amazing insight into the global economy and in this episode he and Art discuss:
      • the economic outlook for the remainder of 2019
      • how the trade battles between the United States and China are effecting the global and U.S. economies
      • the situation with Great Britain and their battles in leaving the European Union
      • national debt, jobs, manufacturing, retail and much more.
Dennis also discusses how companies grow: mistakes they make in growing too fast or out of control, and how that relates to the dental profession. A fascinating interview!

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Is Your Dental Practice Best-in-Class?

September 11, 2019


Debra Englehardt-Nash

Nash Institute for Dental Learning


403 Gilead Road, Suite E
Huntersville, NC 28078

On today’s episode, Art talks with Debra Engelhardt-Nash, a long-time colleague from his days at the Pride Institute of Management. Debra is one of the most sought after speakers, teachers, and practice coaches in the country. Art and Debra recall their days at Pride, and Debra talks about what makes dental offices great. Communication skills, team management, and patient interaction is critical. Be sure to listen in – Debra is not only very informative but very entertaining. 

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Everything a Dentist Needs to Know about HIPAA Compliance

September 4, 2019


Danielle McKinley



2601 Ocean Park Boulevard, Suite 303
Santa Monica, California 90405
In this episode Art talks with his good friend Danielle McKinley of PCIHIPAA, who is a certified HIPAA specialist. Danielle has worked in risk mitigation for 10 years and has consulted thousands of practices. She has a passion for helping doctors understand how to protect their practice from a HIPAA incident with minimal time and resources needed. 
Art and Danielle discuss topics like: 
      • What is HIPAA and how to comply 
      • How to prevent and protect your practice from HIPAA penalties 
      • Misconceptions and common mistakes dentists make in not complying with HIPAA
      • Why conducting a HIPAA Risk Assessment is required and a critical first step
      • What to do if your practice has a data breach or ransomware attack
Every dentist who owns a practice, even if you think you are in total compliance, should listen to this episode. The maximum penalty for failure to comply, which Danielle will reveal, is staggering.


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Entrepreneurship and Advice for Dentists at all Stages of their Careers

August 28, 2019


Kate Willeford

The Willeford Group


770-552-8500 or 877-643-7087

Today Art spends the hour with long-time friend and colleague Kate Willeford. Kate is the president of The Willeford Group, a dental-specific CPA firm with clients all over the country. Kate spends much of her time helping her clients become better business people and thrive as entrepreneurs. Art and Kate discuss what being an entrepreneur means, but also they give advice to dentists just graduating dental school, those buying their first practice, and dentists in the middle of their career. Finally, Kate gives great advice for dentists who are at the beginning stages of planning to sell their practices and retire. Very good life advice and tips for our listeners. 


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Are You Monitoring Key Metrics in Your Dental Practice?

August 21, 2019


Jess Bogumil, CPA

Fluence CPAs


9430 SW Coral Street, Suite 100
Portland, Oregon 97223

Today Art talks with fellow Academy of Dental CPAs member Jess Bogumil of Fluence CPAs in Portland, Oregon. Jess discusses the importance of monitoring key metrics in your practice, such as comparing surface restorations to crowns diagnosed, comprehensive versus emergency exams, and more. Art and Jess share stories about clients who review their metrics and how they are more successful. They also discuss verbal skills a dentist needs in case presentation and the numbers from a dental CPAs prospective. With two dental CPAs on the interview, a lot of good information is exchanged in this episode.


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Everything You Wanted to Know About CEREC

August 14, 2019


Dr. Juste Karvelyte

Smile HQ Dental, CEREC Consultant



Today Art speaks with one of his firm clients and CEREC consultant Dr. Juste Karvelyte. Before going into private practice, Dr. Karvelyte was a CEREC trainer for five years with Patterson Dental. Art and Dr. Karvelyte discuss the history of CEREC, what types of offices it is best used in, the economics of CEREC, and many uses of CEREC many dentists don’t take advantage of. To round off the discussion, Dr. Karvelyte details how the dental team needs to be involved, how to market the technology, and mistakes dentists make when they purchase the technology. If you currently own or are contemplating purchasing CEREC or other CAD-CAM technology, this is a must-listen episode.


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Implementing an In-House Dental Membership Plan

August 7, 2019


Jordan Comstock

CEO & Founder, BoomCloud


12365 S. 970 E | Draper, Utah

Art talks with Jordan Comstock, CEO and founder of BoomCloud. Jordan’s company has assisted over 1,000 dental offices in creating, organizing, and automating an In-House Dental Membership Plan. Jordan discusses how this is a great tool to move further and further away from being dependent on insurance companies; how it generates a stream of ongoing and consistent revenues; how these types of plans actually increase the amount of dentistry accepted by patients; and how the mechanics of such a plan work. He also discusses how to market such a plan, and how to go to local businesses to attempt to get them to join the dental office plan. A great interview and motivation to find more fee-for-service patients in your dental practice.


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Retirement Planning 101 for Dentists

July 31, 2019


Art Wiederman, CPA

HMWC Partner


This week Art does a show on his own about a subject that he is very passionate about – helping dentists retire. He begins with a case study explaining how you should think about calculating the numbers of retirement and your many choices. He then dispels myths about retirement, and talks about not retiring and perhaps working back in your practice or in an area you have a passion for. He provides three main areas you must consider (1) when you want to retire, (2) where you want to retire, and (3) what type of lifestyle you want to have. Art outlines the three types of retirement plans dentists can have: (1) SIMPLE-IRA plans, (2) Profit Sharing/401(k) plans, and (3) Defined Benefit plans. He closes with client and personal stories on retirement. The goal: get listeners to take action and begin immediately planning for a great retirement! Be sure to tune in for this valuable information.



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Strategies for Paying Off Your Dental Student Loan Debt

July 24, 2019


Mark Johnson

Founder, StudentLoansRx.com

Mark Johnson, RBF Wealth Advisor


Art chats with Mark Johnson, a financial planner who spends most of his time helping dentists with strategies on how to repay and manage their student loan debt. Mark has significant knowledge of how the student loan process works – from what options doctors have when initiating a loan, to designing plans for his dentist clients to payoff their loans within seven to ten years after graduation. Art and Mark also discuss the different types of student loans, how to structure them, how to obtain interest subsidies, when to use income-based repayment programs, and how student loan debt is affected when a dentist goes to work in public health. An essential podcast for any dentist with student loan debt – at any time in their career.



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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.



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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.



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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.



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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.


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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.



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