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.
Let’s talk taxes.
Book a free end-of-year tax consultation with a dentist-specific CFP® advisor.
Learn more about tax planning & prepare for 2025.

By Jake Elm, CFP® , Financial Advisor

2024 in Review: Tax Updates & Financial Metrics for Dentists

Tax Planning Checklist for Dentists

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

IRS Warns of the “Dirty Dozen” Bogus Tax Schemes – Episode #510