Our Resources

Buckingham clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.

  • April 21, 2023

    Small Business Tax Mistakes to Avoid

    For small business owners, a misstep in tax planning could result in a big, unforeseen bill. Stay on top of taxes by avoiding these common mistakes.

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  • August 17, 2022

    Why Businesses Should be Treated as Investments

    Are you a business owner? Here's what you can do to correctly evaluate the value of your company.

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  • August 16, 2022

    Should You Refinance Your Student Loans?

    As a Buckingham Practice Integration Advisor, I am often asked this question: “My student loans are in forbearance. Should I look to refinance now?”

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  • August 16, 2022

    What Should I Be Thinking About When Making a Capital Investment in a Rising Rate Environment?

    Whether you want to upgrade to the newest technology, need to replace worn equipment or give your lobby a facelift, what should you consider before making a capital investment in your business?

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  • March 31, 2022

    Welcome to the Family!

    Buckingham is excited to offer a warm welcome to our newest acquisition in Overland Park, Kansas – Lumia Wealth.

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  • July 29, 2021

    Business Owners: 10 Strategies to Create, Manage and Distribute Wealth

    Whether your business is booming or under a bit of strain, a key question remains: How is your personal financial situation? Are you where you want to be? Here's how to get more intentional about achieving your most important priorities for the future.

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  • January 24, 2021

    QBID + NIIT: Income Management and Opportunities for Small Business S-Corp Owners

    Regardless of the why behind the timing, if you are considering a divorce, there are some important things to think about from a financial perspective to make sure you are prepared.

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  • September 16, 2020

    Should You Wait to Apply for PPP Loan Forgiveness?

    At this point, the majority of dentists have used up their PPP funds and are wondering about the program’s next step – applying for loan forgiveness.

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  • August 27, 2020

    PPP Loan Forgiveness: New Timeline Means a Change in Strategy

    With the Paycheck Protection Program Flexibility Act, dentists can further focus their strategy from maximizing loan forgiveness to achieving loan forgiveness.

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  • August 13, 2020

    Unpacking the Provider Relief Fund

    If you have moved forward with your application or are planning to, there are certain terms and conditions of which you should be aware.

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  • July 06, 2020

    Strategies to Maximize PPP Loan Forgiveness

    Proper recordkeeping will help ease the forgiveness process and leave business owners with the greatest probability of avoiding an unwanted loan when it concludes.

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  • April 09, 2020

    What Your Practice’s Employees Should Know About the CARES Act

    If your practice has closed because of this crisis (here are some financial first steps that you, as a small business owner, can take in response), your team should receive the following benefits.

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  • April 08, 2020

    First Financial Steps Following a COVID-19 Practice Closure

    Mike McAninch breaks down steps small business owners can take in the near-term related to worldwide health pandemic.

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  • March 27, 2020

    How Best to Utilize Your SBA Loans If You Receive Both the EIDL and PPP Loan

    Katie discusses the two loan options and how you might utilize both.

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  • March 25, 2020

    Common Mistakes Dentists Make with Real Estate

    Katie Collins discusses some mistakes she frequently sees dentists make when they do decide to invest in real estate.

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  • February 19, 2020

    Real Estate: Should I Buy or Lease My Office Space?

    Before buying your practice building and becoming a landlord, you should look to answer the following questions.

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  • January 29, 2020

    The Promise of a New Career: Understanding the Finances of Your New Job

    You've landed a new job. Congrats! Keep in mind, though, that the financial implications extend further than just salary. Wealth Advisor Kurt Wunderlich raises some planning items to address when switching gigs.

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  • January 28, 2020

    As a New Dentist, What Should I Do with My Student Loans?

    How you view debt will determine how you handle it. Katie Collins offers some high-level thoughts to consider when integrating student loans into future plans.

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  • January 08, 2020

    Should I Pay Off Debt or Invest?

    Mike McAninch shares his insights on how to prioritize debt repayment versus investing.

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  • January 02, 2020

    How Do I Find a ‘Good’ Accountant?

    Tom Bodin poses a few simple questions that can help guide you to a valuable relationship with your accountant.

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  • November 21, 2019

    What Tasks Should Your Accountant Perform?

    Mike McAninch discusses the tasks you might consider delegating to your accountant.

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  • November 01, 2019

    A Successful Small Business Start-Up

    As any small business owner knows, there's a lot to running a company. To be successful, writes Wealth Advisor Connie Brezik, you'll want to learn what you need to know before you open your doors.

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  • October 23, 2019

    Year-End 2019 Tax-Planning Considerations

    Katie Collins shares a rundown on possible tax planning questions to ask your accountant before the new year.

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  • October 16, 2019

    Praise Your Financial Process, Not Your Outcome

    Buckingham's Rob Ziliak maps out where dentists should focus first to meet their retirement dreams and goals.

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  • October 14, 2019

    Coffee Talk: Federal Income Tax Myths and Facts

    Practice Integration Advisor, Michael McAninch, addresses some common income tax myths and the importance of getting them right when planning around this time of year.

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  • September 26, 2019

    Considerations When Deciding Whether to Purchase Practice Equipment

    Tom Bodin explores some items to consider when you’re looking at buying new equipment for your practice.

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  • September 12, 2019

    The Importance of Managing Cash Flow in a Dental Practice

    Katie Collins explores why your practice's cash flow is important for a number of reasons.

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  • August 28, 2019

    Advantages and Disadvantages of Operating as a C Corporation

    Buckingham Strategic Wealth advisor Michael McAninch discusses the pros and cons business owners might want to weigh when considering operating as a C corporation.

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  • August 15, 2019

    Advantages and Disadvantages of Operating as an S Corporation

    Selecting the best business entity can be a tricky task. Tom Bodin discusses the advantages and disadvantages of forming an S Corporation.

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  • August 08, 2019

    Advantages and Disadvantages of Operating as a Sole Proprietorship

    Katie Collins explores the advantages and disadvantages of becoming a sole proprietorship with regards to taxes.

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