Year-End Financial Planning Checklist for Dentists

Worried about missing a tax deduction?

Get organized with our year-end checklist and meet with a tax professional to review important to-dos before 2025 wraps up. Use this as a guide to review potential deductions and planning opportunities.


You Asked, We Listened: Accounting Services Are Here

Book a free end-of-year tax consultation with a dentist-specific CPA, and get your tax questions answered.

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Learn more about tax planning & prepare for 2025.

Build a Tax-Efficient Portfolio Without Sacrificing Returns

On this episode of The Dentist Money Show, Matt and Rabih explain why successful investing starts with maximizing after-tax wealth,...

Taxes 101 for Dentists: Build a Year-Round Plan That Works

On the fourth episode of a 5-part tax series of the Dentist Money Show, Tom Whalen, CPA joins Matt to...

Tax Law Changes & Year-End Strategies Every Dentist Should Know

Wondering how the latest tax law changes might affect you and your practice? In this webinar, Tom Whelan, CPA and...

Taxes 101 for Dentists: Which Entity Structure Is Best For Your Practice? – Episode #696

On the third episode of a 5-part tax series of the Dentist Money Show, Tom Whalen, CPA joins Matt to...

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...