Dentists, are you struggling with your taxes?!

How are your 2024 taxes going? We’re already thinking ahead. Our goal? To make your 2025 tax season a whole lot less taxing. Check out the video above for a few smart strategies you can start using now to set yourself up for smoother filing later.

What you’ll learn:

The power of tax credits vs. deductions
How to offset 401(k) startup & contribution costs
Why monthly financial reports (P&L & Balance Sheet) matter
The importance of partnering with a dental-specific CPA
How to set your practice up for long-term financial success

Interested in bringing this kind of financial insight to your practice or study club? Take a look at our speaker packet, we’d love to help schedule a session near you.

A few weeks ago, we had a great time at the Hinman, reconnecting with some of our amazing clients and familiar faces (pictured here!). Don’t forget to follow us on

our socials to see where we’re headed next.

Missed us at the Hinman? No worries—reach out, and let’s find a time to connect!

As an E2E client, we proactively bring tax saving ideas to you and partner with your dental-specific CPA to review them.

Don’t have a dental-specific CPA? We can help you connect with one.

We hope this info helped ease your tax-season stress. Thanks for letting us be part of your journey—we’ll catch you next time with more tips to keep things running smoothly.

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