Wrap It Up: Year-End Tax Planning for Dentists
For dentists, year-end tax planning is an opportunity to look at both your practice and personal finances before December 31. With the right planning, you may still have opportunities to reduce your tax bill and prepare for the year ahead.
Join Tom Whalen, CPA, and Taylor Sutterfield, MAcc, CFP®, for a practical look at year-end tax planning for dentists. They’ll walk through key deadlines, contributions, and strategies to help you make informed decisions for your practice and personal finances before the year comes to a close.
In this webinar, you’ll learn:
- Key year-end deadlines and contributions still available for the 2026 tax year
- Common tax planning and filing mistakes dentists should watch for
- Practical tax strategies to consider before December 31 and how to plan ahead for 2027
Who Should Attend?
- Practice Owners and Associates
Presenters
- Taylor Sutterfield, MAcc, CFP®
- Tom Whalen, CPA
Webinar Details
WHEN:
Thursday, November 19, 2026
5:30–6:30 PM PT | 8:30–9:30 PM ET
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
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