Worried about missing a tax deduction?
Get organized with our year-end checklist and meet with a financial professional to review important to-dos before 2025 wraps up. Use this as a guide to review potential deductions and planning opportunities.
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Year-End Tax Planning Checklist for Dentists
Worried about missing a tax deduction? Get organized with our year-end checklist and meet with a financial professional to review...
Taxes 101 for Dentists: Stop Chasing Deductions, Start Building Wealth – Episode #679
On the second episode of a 5-part tax series of the Dentist Money Show, Tom Whalen, CPA joins Matt to...
Taxes 101 for Dentists: Tax Basics You Should Know – Episode #671
On the first episode of a 5-part tax series of the Dentist Money Show, Matt and Ryan break down the...
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...