2025 Dentist Tax Strategy Resources

Welcome to Dentist Advisors, where we are dedicated to helping dentists make smart financial decisions.

As we approach tax season, it is time to stay updated on all the tax deductions for dentists and opportunities you have in 2025.

Dive into our library of free tax strategy resources below!

Dentist wearing dark scrubs reviewing finances on his computer in a home office

Worried about missing a tax deduction?

Get organized with our year-end checklist and meet with a financial professional to review important to-dos before 2025 wraps up. Use this as a guide to review potential deductions and planning opportunities.


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Book a free end-of-year tax consultation with a dentist-specific CFP® advisor and CPA, and get your financial questions answered.

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Learn more about tax planning & prepare for 2025

Taxes 101 for Dentists: Stop Chasing Deductions, Start Building Wealth – Episode #679

On the second episode of a 5-part tax series of the Dentist Money Show, Tom Whalen, CPA  joins Matt to...

Taxes 101 for Dentists: Tax Basics You Should Know – Episode #671

On the first episode of a 5-part tax series of the Dentist Money Show, Matt and Ryan break down the...

Listener Q&R #9: Tax-Loss Harvesting, Wash Sales, Liquidity & Stress – Episode #647

How does tax-loss harvesting help lower your taxes? What are some of the wash sale rules? How does my stress...

Do You Hate Paying Taxes?

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: As I write this, the U.S. stock market is taking a small tumble,...

2024 in Review: Tax Updates & Financial Metrics for Dentists

Did you buy your first dental practice in 2024? Have you been in the industry for years and are considering...

How Misunderstanding Taxes Could Cost You $10K or More

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: Surveys show that about half of all Americans believe they pay
too much in...