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.
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Let’s talk taxes.
Book a free end-of-year tax consultation with a dentist-specific CFP® advisor.
Watch CE-webinars to help with year-end planning.
It’s time to act—there’s less than 50 days left in 2023 to maximize tax credits. Learn 5 dentist-specific tax-saving strategies with Matt Mulcock, CFP® and Victoria Hughes, CFP®. They’ll break down the pros, cons, and qualifications for each deduction.
Available Now! It’s an important time for a tax strategies refresher. 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.
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.
Accounting and Tax Planning Service Providers
Learn more about tax planning & prepare for 2024.
Rethinking your Money Goals for 2024
Learn 5 dentist-specific tax-saving strategies with Matt Mulcock, CFP® and Victoria Hughes, CFP®. They'll break down the pros, cons, and...
5 Tax Write-offs Every Dentist Should Know About
Learn 5 dentist-specific tax-saving strategies with Matt Mulcock, CFP® and Victoria Hughes, CFP®. They'll break down the pros, cons, and...
SECURE Act 2.0 & Retirement Plans: What You Need to Know – Episode #447
America is facing a retirement disaster. Surveys have found that only 75% of non-retirees have any retirement savings with only...
Tax Strategies from a CPA for 2023/2024
With less than 70 days remaining in the year, it's an important time for a tax strategies refresher. Know how...
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...
Creating Your Year-End Checklist: What Can and Cannot Wait
As the end of another year approaches, it is always a good time to check in on your finances and...
5 Tax Write-offs Every Dentist Should Know About
By Victoria Ferguson, CFP® , Financial Advisor
We conducted a survey where we asked dentists what they were most interested in learning more about. Tax reduction and...
What are the tax advantages of a 401(k)?
Is a 401(k) the right retirement plan option for your practice? Besides providing a desired employee benefit, there may be...
401(k) Tax Credits – A Boring, Yet Easy Way to Save Money
By Victoria Ferguson, CFP® , Financial Advisor
Not all methods of saving money are glamorous. Oftentimes it’s the least sexy strategies that are tried and true. Take...
Making Sense of a 401(k) Plan at Your Practice – Episode #432
On this episode of the Dentist Money Show™ Ryan joins with Kiera Dent on the Dental A-Team podcast to outline...