Year-End Taxes & Cash Flow

This workshop, hosted by Laura Phillips, EA, Founder & CEO of The Phillips Group, provides dental professionals with a practical and proactive guide to year-end tax strategy and cash flow management. Participants will explore the latest legislative updates, including the “One Big Beautiful Bill,” and learn how to leverage key tax-saving opportunities like the PTE elective tax, advanced retirement planning, and strategic asset purchases. The session also delves into the nuances of compensation planning for family members and how to report and manage cryptocurrency transactions.

Beyond taxes, the presentation emphasizes the importance of understanding practice cash flow, distinguishing it from profitability, and applying key performance indicators (KPIs) to track financial health. Attendees will leave equipped with actionable strategies to minimize taxes, optimize cash reserves, and build long-term financial strength for their practices.