Tax Planning Checklist for Dentists

Save yourself tax dollars and headaches by staying ahead of important IRS deadlines.

With guidance from your financial advisor and CPA, take time to address the following tasks and decisions during Q4, and you should be in great shape to start the new year without regrets or surprises.

Learn more about:

  • Maximizing your retirement plan contributions
  • Roth conversions
  • Making  charitable donations
  • And more…

Complete the form below to download the 2023 Year-End Financial Planning Checklist for Dentists.

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