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Our financial education library is filled with dental-specific insights on investing, retirement planning, personal finance, tax management, insurance, debt management, profitability, and other financial topics. Explore our collection of articles, courses, podcasts, videos, and eGuides.
Taxes 101 for Dentists: Tax Basics You Should Know – Episode #671
Listener Q&R #9: Tax-Loss Harvesting, Wash Sales, Liquidity & Stress – Episode #647
April 8, 2025 Tax-Loss Harvesting and Portfolio Rebalancing: LIVE
By Jake Elm, CFP® , Financial Advisor
The Business of DSOs: A Conversation with Accelerate Dental – Episode #595
2024 in Review: Tax Updates & Financial Metrics for Dentists
3 Strategies to Take Advantage of Credit Cards
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
Smart Savings Strategies for Dentists
10 Popular Financial Strategies: Overrated or Underrated? – Episode #518
IRS Warns of the “Dirty Dozen” Bogus Tax Schemes – Episode #510
