If you could imitate a secret ingredient to Warren Buffett’s investment success, would you do it? Warren Buffett is considered a superstar investor and he is probably the most well-known...
Welcome to Dentist Advisors, where we are dedicated to helping dentists make smart financial decisions.
As we approach tax season, it is time to seize the opportunity to minimize your 2023 tax obligations.
Dive into our library of free tax planning resources below!
With guidance from your financial advisor and CPA, take time to address the following tasks and decisions, and you should be in great shape to file 2023 taxes and start 2024 tax planning.
If you are interested in a more comprehensive discussion about how to make better financial decisions, schedule a free consultation with an advisor that only works with dentists.
Know how to maximize contributions in tax-deferred accounts for 2023 and become familiar with how the new Secure Act 2.0 rules, that will take effect in 2024, could benefit you.
Join us for an exclusive session with Tom Whalen, a seasoned CPA renowned for crafting money-saving tax strategies for dentists.
Available Now!: Watch the webinar replay with Matt Mulcock, CFP® and Ryan Isaac, CFP® to learn about the upcoming changes created by the Secure Act 2.0 and create a checklist to help you get organized for tax planning and 2024.
Rethinking your Money Goals for 2024
5 Tax Write-offs Every Dentist Should Know About
SECURE Act 2.0 & Retirement Plans: What You Need to Know – Episode #447
Tax Strategies from a CPA for 2023/2024
Tax Planning Checklist for Dentists
Creating Your Year-End Checklist: What Can and Cannot Wait
5 Tax Write-offs Every Dentist Should Know About
By Victoria Ferguson, CFP® , Financial Advisor
What are the tax advantages of a 401(k)?
401(k) Tax Credits – A Boring, Yet Easy Way to Save Money
By Victoria Ferguson, CFP® , Financial Advisor
Making Sense of a 401(k) Plan at Your Practice – Episode #432
