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.
Listener Q&R #9: Tax-Loss Harvesting, Wash Sales, Liquidity & Stress – Episode #647
How does tax-loss harvesting help lower your taxes? What are some of the wash sale rules? How does my stress...
By Jake Elm, CFP® , Financial Advisor
TL;DR – Listen to the article post: As I write this, the U.S. stock market is taking a small tumble,...
2024 in Review: Tax Updates & Financial Metrics for Dentists
Did you buy your first dental practice in 2024? Have you been in the industry for years and are considering...
Tax Planning Checklist for Dentists
Save yourself tax dollars and headaches by staying ahead of important IRS deadlines. With guidance from your financial advisor and...
How Misunderstanding Taxes Could Cost You $10K or More
By Jake Elm, CFP® , Financial Advisor
TL;DR – Listen to the article post: Surveys show that about half of all Americans believe they pay
too much in...
Tax Talk for Dentists: Avoiding Missteps and Leading with Confidence – Episode #560
Morgan Hamon, CPA and President of HDA Accounting Group joins Ryan to discuss different leadership styles and valuable advice to...
Accounting and Tax Planning Service Providers
