Year-End Financial Planning for Dental Practice Owners

As year-end approaches, dental practice owners face important decisions involving taxes, cash flow, business investments, and retirement planning. This program will bring together two complementary perspectives to help dentists make those decisions more intentionally.

Laura Phillips – of The Phillips Group – will focus on 2026 year-end tax planning for both the practice and the individual owner, including relevant tax law developments, business and personal planning opportunities, and practical cash flow management.

Sheri Pan – of Pantheon Wealth Planning – will then address personal and business retirement planning, including how practice owners can strategically use retirement plans and long-term financial strategies to build wealth.

The program will conclude with a joint panel-style Q&A focused on situations where tax, cash flow, retirement, and broader financial planning intersect.