Watch Intro Series

You Need a Tax Strategy – Here’s Why


How much should you be paying in taxes? Should it always be the same or vary from year to year? Watch this short video and learn how to keep Uncle Sam from taking more than his share of your hard-earned dollars.

 

Quick, answer this question: what’s your tax strategy?

If you don’t have an answer, you’re paying out more in taxes than you should. Period.

Your taxes should not be on autopilot. They should be assessed each year to maximize your savings year over year so you can make contributions that are smart, not static.

For example, you can balance out a high-profit year by reducing your income through profit-sharing contributions or a cash-balance pension – and, thus, pay less in taxes. Alternatively, if you purchased equipment this year and your tax rate is low, you can adjust your Roth 401K contributions to minimize your tax bill.

If you’re paying the same taxes year after year, it’s time to stop giving those extra dollars to Uncle Sam – and it’s probably time to have a talk with your financial advisor.

If you need help determining your tax rate and strategy, call Dentist Advisors. The first consultation is free, and it just might save you some serious cash on your taxes this year.


Get Our Latest Content

Sign-up to receive email notifications when we publish new articles, podcasts, courses, eGuides, and videos in our education library.

Subscribe Now

Related Resources

Join Today

Become a Dentist Money™ Member or Private Wealth Client of Dentist Advisors and get unlimited access to our growing collection of on-demand CE webinars (plus a lot more).

Dentist Money™ Membership

$49 / mo

billed annually
($69/mo billed monthly)

A suite of resources to help you organize your financial life and get professional advice whenever you need it.

  • Elements® planning app
  • CFP® advisor coaching ($595 per session)
  • Investing (0.5% AUM fee with no minimums)
  • Clients-only CE trainings, webinars, approved partner list, benchmark reports, and more…

Learn More

Private Wealth Management

1.5% AUM

or lower
(fee minimums apply)

A full service, personalized planning and portfolio management experience for dentists and specialists.

  • Dedicated CFP® advisor (unlimited access)
  • Custom, tax efficient portfolio management
  • Retirement plan optimization
  • Net worth tracking, estate plan coordination, collaboration with your other service professionals, and more…

Learn More

Join Today

Become a Dentist Money™ Member or Private Wealth Client of Dentist Advisors and get unlimited access to our collection of CE-approved episodes of the Dentist Money Show podcast (plus a lot more).

Dentist Money™ Membership

$49 / mo

billed annually
($69/mo billed monthly)

A suite of resources to help you organize your financial life and get professional advice whenever you need it.

  • Elements® planning app
  • CFP® advisor coaching ($595 per session)
  • Investing (0.5% AUM fee with no minimums)
  • Clients-only CE trainings, webinars, approved partner list, benchmark reports, and more…

Learn More

Private Wealth Management

1.5% AUM

or lower
(fee minimums apply)

A full service, personalized planning and portfolio management experience for dentists and specialists.

  • Dedicated CFP® advisor (unlimited access)
  • Custom, tax efficient portfolio management
  • Retirement plan optimization
  • Net worth tracking, estate plan coordination, collaboration with your other service professionals, and more…

Learn More