Software Matters: Make 2021 The Year You Streamline Your Accounting Software

In this webinar, our SVA team shared what you should look for in financial reporting software.

Accuracy & Automation: Spend More Time Focused on Your Business & Less Time on Your Financial Reporting Processes

Our SVA team shared their experiences helping business owners analyze their needs and provided insightful recommendations so you can spend less time on your accounting processes.

Measuring Profitability Goals for a Strong Business Position

The SVA team discusses how income statements are the best tools to measure productivity, break-even points, and profitability.

Balancing the Viability of Your Business

The SVA team discusses how now is the time to be proactive and develop an action plan that will propel your business forward.

Critical Estate Planning Update

SVA's trust and estate planning experts covered what they know about potential tax changes and provide 4 reasons you should rethink your estate planning in 2021.

Estate Planning Basics: When, Why, and How

Building Business Value to Close the Gap

Our SVA experts shared how to assess and increase your business value, insights on the performance drivers you should focus on, the importance of a business continuity plan, and the role of EBITDA and cash flow in the sale.

Understanding the Role of Valuations and Due Diligence for a Successful Transition

Our SVA experts shared the changing landscape of mergers and acquisitions, preparing for the due diligence phase, how your business valuation can be impacted by changes in the business, and using valuation information to drive profitability.

Minimize Tax Implications with Estate and Tax Planning

Our SVA experts shared the role estate planning plays in your exit plan, tax implications of the sale or family transfer, and what to look for in an advisory team.

Legislation is Here! What You NEED to Know Now and in 2022

The Infrastructure Investment and Jobs Act (IIJA) is here, and the Build Back Better Act (BBBA) is coming soon. Plus, the IRS recently announced the 2022 cost-of-living adjustment amounts. With year-end fast approaching, our SVA tax experts help you understand the new legislation and its impact on you and your business.

Tax Impacts for Business Owners: Inflation Reduction Act and More! 

The Inflation Reduction Act is the biggest climate package in U.S. history. The SVA team provided updates on the act and the provisions that will impact business owners. Additionally, our tax experts recapped expiring tax provisions and discussed current rules, opportunities, and limitations.

A View of the Economic Climate and How It Impacts Your Business

SVA’s experts discussed the economic challenges facing businesses and shared their insights on what business owners should watch and plan for in the coming months. 

Creating Agility with Key Indicators and Strategies

This is the time to be proactive, not reactive, with your business’s financial future. Being aware, monitoring, and agility will help you create the flexibility you will need as we progress into 2023.

Tax Update: New R&D Tax Credit Rules

There are significant impacts on how taxpayers claim and defend R&D credits. This presentation discussed the change in tax treatment of research and experimental (R&E) expenses as the result of the new tax regulations. 

Why Valuations Are an Important Tool Now

The valuation landscape is hot right now. Understanding the actual value is imperative when you want to sell, transfer, or gift part of your business. Our valuation experts shared their insights on what they are encountering in the valuation market.

Wisconsin Economic Outlook

Looking at recent trends, with an eye towards the current state of the economy, this webinar assessed how well the Wisconsin economy rebounded from the COVID-induced recession and what the economic indicators are suggesting about future economic conditions.

Myths and Facts on Health Insurance for Your Practice

An SVA panel of experts helped debunk the myths and gave you simple facts you needed to know about health insurance.

Dental Practices: You Got the Funding - Now How Do You Report On It?

Our SVA experts discuss the variety of funding options available to dental practices related to the pandemic and the different ways to report these funds.

10 Ways to Improve Profitability and Drive Growth in Your Dental Practice

SVA's dental industry experts cover 10 things you need to know to improve profitability and drive growth in your dental practice.

Clarifying the Rules on Sales and Use Tax for Dentists

SVA's dental industry experts provide information to help practice owners understand the difference so you don’t pay too much or too little sales tax.

Hidden Tax Opportunities for Dental Professionals

SVA's dental industry experts cover some tax-saving tips for dental practices to help determine if you’re maximizing the options available to you.

Top 5 Things You Need to Know as a New Dental Practice Owner

SVA dental industry experts cover a few of the things you need to know in choosing the right entity to create a sound financial framework and minimize taxes.

Looking to Purchase a Dental Practice?

SVA’s Dental Industry experts advise starting the process early, as there are many considerations to ensure you achieve your financial goals and objectives.

Looking to Transition Out of Your Dental Practice?

From valuation to contract terms, SVA dental industry experts discuss the considerations to ensure you achieve your financial goals and objectives.

Employee Incentive Plans and Bonus Structures

SVA's dental industry experts discuss how practice owners need to know what your goals are, and the financial impact, before setting incentive and bonus plans in motion.

What is My Practice Worth? Valuations as Value Drivers Before a Transition

Listen while SVA's dental industry experts discuss the different types of valuation methods, how goodwill factors into value, and why an experienced valuation expert is required.

Employee Retention Credit, PPP Loan Forgiveness, and More

The Employee Retention Tax Credit is a valuable tax break and eligible employers can claim the refundable credit against applicable employment taxes equal to 70% of the qualified wages it pays. Don’t miss out on your share of this valuable tax credit.

Year-End Tax Planning 2021: What's New and What You Need to Plan For

As we look to the end of another year, it’s time to review your tax planning. Our tax experts provided the most up-to-date information to help guide you through the 2021 tax planning process and help you look forward to 2022.

Provider Relief Funding Reporting Requirements

The U.S. Department of Health and Human Services (HHS) has reporting requirements for the Provider Relief Fund (PRF) program that many dental offices received. There are deadlines for use of the funds as well as reporting deadlines. You will want to make sure you report correctly to ensure you are in compliance with the reporting rules.

Implementing and Monitoring Dental Membership Plans

Dental membership plans provide an alternative to dental insurance and address the primary barrier to increasing new patient flow and practice growth. A membership plan can provide you with predictable recurring revenue. Learn how offering a plan can help your patients and your practice.

Current Trends for Dental Practices

How your peers are handling current trends can provide you great insights into ways for you to adjust for the current economic climate. Our team discussed trends and considerations for your practice as you wrap up 2022 and look forward to next year.

Get Ready for a Buy, Sell, or Owner Transition Scenario

A transition in your practice requires a lot of planning. Whether you are buying a new practice, selling an existing practice, or transitioning owners in or out of the practice, you need to plan ahead to achieve the best results.

SVA Nonprofit Business Briefing: Race in the Workplace

Listen in as attendees learn about racial socialization. tangible ways organizations can address race-related conversations, and how to address racism at the individual level.

SVA Nonprofit Business Briefing: Mental Well-Being in the Workplace 

Learn how nonprofit leaders can support the mental health of their workforce as well as how employees can get the help they need to thrive.

Cybersecurity for Nonprofits: How to Protect Your Data

Nonprofit organizations have an increased risk for cybersecurity attacks than other types of businesses, due to the sensitive information they possess on volunteers and donors – and a lack of cybersecurity measures in place. Don’t run the risk of your data falling into the wrong hands!

Leading With Intent: Your Board's Role in Planning for the Future 

The role of the board of directors is an important one. They should provide foresight, insight, and oversight – not manage the day-to-day operations of your organization. Whether you have new board members or many long-time members, taking the time to discuss their roles and responsibilities is imperative.

Myths and Facts on Health Insurance for Your Practice

An SVA panel of experts helped debunk the myths and gave you simple facts you needed to know about health insurance.

Veterinary Practices: You Got the Funding - Now How Do You Report On It?

SVA's vet industry experts discuss reporting requirements for PPP loan forgiveness, taxable and non-taxable funding tracking, what you need to report on your business taxes, and general questions on 2020 funding scenarios.

Top 5 Things You Need to Know as a New Vet Practice Owner

SVA vet industry experts cover a few of the things you need to know in choosing the right entity to create a sound financial framework and minimize taxes.

Hidden Tax Opportunities for Vet Professionals

SVA's vet industry experts cover some tax-saving tips for vet practices to help determine if you’re maximizing the options available to you.

Clarifying the Rules on Sales and Use Tax

Understanding what is taxable can be complicated. Do you know when you need to collect and pay sales and use tax? Make sure you understand the difference so you don’t pay too much or too little sales tax.

Tax-Advantaged Retirement Planning Options for Veterinary Practices

As your veterinary practice grows so do the opportunities to update/create your retirement plans. No matter the size of your practice, some options can be customized to fit both your personal and practice goals. An integrated strategy will help you reduce taxes while saving for the future.

Year-End Tax Planning 2021: What's New and What You Need to Plan For

As we look to the end of another year, it’s time to review your tax planning. Our tax experts provided the most up-to-date information to help guide you through the 2021 tax planning process and help you look forward to 2022.

8 Ways to Improve Profitability and Drive Growth in Your Veterinary Practice

Profitability is the critical success factor for every practice. Productivity is important, but profitability is the accurate measure of your practice’s financial health. Implementing and aligning strategies to measure profitability and growth in your practice doesn’t have to be complicated. 

Get Ready to Buy or Sell Your Vet Practice

Veterinary practice sales are a very hot commodity right now, so if you are thinking of buying or selling, it’s time to prepare. There are a lot of considerations and understanding the process will help you achieve the best results.

Veterinary Practice Valuations

Having a current valuation will help you negotiate from a position of strength. The second of our 4-part series focused on the practice valuation process. Our team walked through the valuation process from start to finish.

Developing Your Strategy

Now that you have the valuation information, what’s the next step? This is where the analysis and preparation become essential. Our team will guide you through the process once a sales price is determined.

Understanding the Sales Process

You have identified the buyer, so what’s next? The final webinar in our Veterinary Buy/Sell Series will take you through the in-depth sales process.