If you could imitate a secret ingredient to Warren Buffett’s investment success, would you do it? Warren Buffett is considered a superstar investor and he is probably the most well-known...
Welcome to Dentist Advisors, where we are dedicated to helping dentists make smart financial decisions.
As we approach tax season, it is time to seize the opportunity to minimize your 2024 tax obligations.
Dive into our library of free tax strategy resources below!
With guidance from your financial advisor and CPA, take time to address the following tasks and decisions, and you should be in great shape to file 2024 taxes and start 2025 tax planning.
If you are interested in a more comprehensive discussion about how to make better financial decisions, schedule a free consultation with an advisor that only works with dentists.
2024 in Review: Tax Updates & Financial Metrics for Dentists
Tax Planning Checklist for Dentists
How Misunderstanding Taxes Could Cost You $10K or More
By Jake Elm, CFP® , Financial Advisor
Tax Talk for Dentists: Avoiding Missteps and Leading with Confidence – Episode #560
IRS Warns of the “Dirty Dozen” Bogus Tax Schemes – Episode #510
Dentist Money Minute: Tax Deduction vs. Tax Credit
5 Tax Write-offs Every Dentist Should Know – Episode #462
5 Tax Write-offs Every Dentist Should Know About
Tax Strategies from a CPA for 2023/2024
5 Tax Write-offs Every Dentist Should Know About
By Victoria Ferguson, CFP® , Financial Advisor
401(k) Tax Credits – A Boring, Yet Easy Way to Save Money
By Victoria Ferguson, CFP® , Financial Advisor
Real Talk with Rabih: The Pros and Cons of Tax-Loss Harvesting – Episode #396
