Baton Rouge Dental CPA | ADCPA Summer Meeting

AG Dental Clients,

A few members of our team recently attended the ADCPA Summer 2017 conference in Bay City, Michigan, home to one of our ADCPA firms, The DBS Companies.  We learned a great deal from this conference and wanted to share some of the highlights with you.

Bay City Recap

Day 1


  • In House Plans – Quality Dental Plans
    • In house replacement for dental insurance
    • Not effective for primarily fee-for-service practices
  • Estate Planning
    • Major life events represent great times to review legal docs (will, guardianship, POAs)
    • Get something in place
  • PNC Bank
    • Consider opening refund only bank account as this is the most likely account to be compromised and avoids shutting down main operating account should fraud occur
    • Majority of bank fraud is still check fraud, not electronic
  • Dr. Charles Blair, DDS
    • Importance of accurate and correct coding

Day 2


  • Future of Dentistry is Now – Dr. Jonathan Bregman DDS
    • KPIs – Key Practice Indicators – Doctor needs to know and understand these metrics
    • #1 malpractice issue – lack of detection of periodontal disease
  • Social Security
    • Don’t rely on SS office to answer your questions
    • Complicated with many options and alternatives, seek out an expert
  • Cash Balance/Retirement Plans
    • Progression of retirement plans – IRA, Simple, 401k, Profit Sharing, Cash Balance (in order of ability to fund)

Should you have any questions about one of these areas or would like more information please reach out to one of our CPAs and we’d be happy to discuss with you.


Robert P. Apple, CPA