Thomas Doll: Tax, Retirement & Wealth Advisors

05/15/2025

🎤 Catch Us at CDA 2025!
Join Brett LeMmon, CPA, for two can't-miss speaking engagements at this year’s California Dental Association convention.

📍 Get expert insights on building wealth, reducing taxes, and making smarter financial decisions as a dentist or practice owner.

Stop by our sessions and swing by the Earned booth to say hello!
California Dental Association (CDA)

05/12/2025

Going to the CDA Conference?
We’ll be there with a fresh new look — stop by our booth and say hi!
Let us know in the comments if you’re attending 👇 We’d love to see you there.

07/16/2024

We're thrilled to announce a $200M capital commitment which will continue to help us redefine wealth management services for healthcare professionals.

To find out why more than 3,000 doctors and practices trust Earned with over $2B in assets under management, visit our website https://earnedwealth.com/

Thomas Doll: Tax, Retirement & Wealth Advisors Physician on FIRE Sacramento District Dental Society & Foundation White Coat Investor The Prudent Plastic Surgeon

03/05/2024

Ever heard of the 'Magnificent 7' of the tech world? 🌟 These mega-cap companies have been ruling the stock market for the last decade. But before you read this insightful article by Dimensional Fund Advisors, take a moment: can you guess who they are?

Jot down your guesses, then see how well you know your tech giants! Let's see who gets all 7 right. Ready? No peeking! 🙈

Answer in comments below.

BlackBerry offers a cautionary tale for investors expecting continued dominance from top firms.

12/09/2023

🎁Happy Holidays from all of us at Thomas Doll!

Please note our office holiday schedule: we'll be closed on Monday, December 25, Tuesday, December 26th, and Monday, January 1st.

As we embrace the festive spirit, we also want to ensure your year-end needs are met with the same care and attention we provide all year round. If you need assistance before the year wraps up, please don’t hesitate to get in touch as soon as possible.

Wishing you a season filled with joy and a prosperous New Year! 🌟

12/06/2023

🌟 Exciting News for Dental Professionals! 🌟

Are you navigating the complex journey of buying or selling a dental practice? Got burning questions that keep you up at night? We’ve got you covered! Join us for an enlightening evening where we dive deep into the essentials:

🛣 The Roadmap for Buying a Practice: Unveil the path to successful practice ownership.
😬 Impact of Delta Dental on Your Practice Sale Value: Discover how insurance factors into your practice’s worth.
🏠 Ins and Outs of Buying/Selling a Dental Building: Get the lowdown on real estate in the dental world.
🏨 Selling to a DSO – Yay or Nay?: Explore if Dental Service Organizations are your golden ticket.
💵 Tax-Saving Strategies for Buyers & Sellers: Learn how to keep more money in your pocket during transitions.

📍 Where? Roseville, CA
🗓 When? Thursday, February 15th, 5-8 PM

Don’t miss this chance to hear from industry experts, network with peers, and gain insights that could change the course of your career. Whether you’re looking to buy, sell, or just curious, this event is tailored for you.

📢 Seats are filling up fast! Secure your spot and be part of a game-changing evening. Can’t wait to see you there!

12/04/2023

𝐌𝐞𝐞𝐭 𝐒𝐚𝐥𝐥𝐲 𝐚𝐧𝐝 𝐑𝐨𝐲!

Ever been in the middle of a root canal and thought, "Wait, am I doing my taxes right?" Meet Sally and Roy - not your new dental assistants, but two concepts every dentist should know about taxes!

Sally (SALY) is your "Same As Last Year" approach. Comfortable? Yes. The best strategy? Maybe not. Sally's like relying on that trusty old drill - it works, but isn't it time for an upgrade?

Enter Roy (ROY), your "Rest Of the Year" game plan. He's about looking ahead, not just at the rearview mirror. With Roy, it's about planning, projecting, and prepping for what's next - just like you plan a complex dental procedure.

Now, let’s talk real. You’re fantastic at perfecting smiles, but taxes? That's where a top-notch CPA comes in. Good accountants handle the past, but GREAT accountants? They're like your personal financial orthodontists - aligning, strategizing, and making sure no surprises are lurking in your tax plan.

Here's the deal: you need more than just a tax preparer. You need a 𝒕𝒂𝒙 𝒔𝒕𝒓𝒂𝒕𝒆𝒈𝒊𝒔𝒕. Someone who doesn't just crunch numbers, but plans for your thriving practice's future. That's where we step in. As proud members of the Academy of Dental CPAs ADCPA, we're not just about looking back; we're about steering you forward - efficiently and effectively.

👉 Before this year wraps up, let's ensure your financial health is as strong as the teeth you care for. Drop us a line, and let's give your tax strategy the professional polish it deserves. No drills involved, we promise! (877) 939-2500

11/30/2023

"As a Certified Financial Planning Professional™, I've seen firsthand how cultural norms often shape women into financial caretakers. While nurturing is a strength, it’s crucial to balance it with financial wisdom." ~Shannon Blackmon

Key takeaways from Shannon's latest article:

🤑The fine line between supporting young adults and financially enabling them.

✍🏽The importance of creating a family giving mission statement to pass down more than just wealth.

🏦 Strategies for multigenerational planning and ensuring fairness in family finances.

Remember, financial empowerment is about more than just numbers; it’s about nurturing a legacy of wisdom and resilience.🌱

Link to full article in comments.

💪

11/23/2023

Happy Thanksgiving from our family to yours!

May your homes be filled with joy, your tables with abundance, and your hearts with warmth.

Wishing you a Thanksgiving filled with love and happiness!