Free CE Webinar
A Dentist’s Guide to Smarter Tax Planning
Tax planning for dentists is different. Done well, it’s not just about filing. It helps you make better decisions all year long.
So how do you approach taxes in a way that supports your bigger financial picture?
Join Tom Whalen, CPA, and Taylor Sutterfield, MAcc, CFP® for a practical conversation on how to think about personal and business taxes. They will walk through how your business structure, income strategy, and day-to-day decisions influence what you ultimately pay, and how to make more intentional choices as your career and practice grow.
In this webinar, you’ll learn:
- How to look at your tax strategy as a piece of your overall financial picture
- Ways to update and re-look at your tax strategy as you evolve in your career and practice
- Common mistakes dentists make when tax filing and planning
Who Should Attend?
- Practice Owners & Associates
Presenters
- Tom Whalen, CPA
- Taylor Sutterfield, MAcc, CFP®
Webinar Details
WHEN:
Thursday, May 14th, 2026
6:30 – 7:30 PM MDT
WHERE:
Zoom Webinar
CE Information
This event will provide 1 CE credit to participants. Our primary objective is to share academic and behavior-based principles to help dentists effectively manage their personal and practice finances.
MEET THE WEBINAR PRESENTERS
Dental Industry Experts
Taylor Sutterfield, MAcc, CFP®
As a a financial advisor at Dentist Advisors, Taylor provides dentists with fiduciary guidance related to investments, debt, savings, taxes, and insurance.
Presenter
Tom Whalen, CPA
Tom is a Certified Public Accountant (CPA) and Certified Valuation Analyst (CVA) at Edge Advisors where he helps doctors start their practices and run their practices in a more efficient manner, while saving thousands of dollars in taxes.
Presenter