Last-Minute 2025 Tax Reduction & Smart 2026 Planning for Dental Practices

Most dentists don’t overpay taxes because they lack a CPA they overpay because advanced strategies require coordination before filing, not after.

This panel is designed specifically for dental practice owners who want to:

• Reduce their 2025 tax bill before filing
• Avoid common filing-season mistakes
• Build a clean, defensible 2026 tax strategy aligned with practice growth and retirement goals

No generic tax tips. No aggressive schemes. Just practical, compliant strategies dentists can actually use.

LEARNING OBJECTIVES:

2025 Last-Minute Tax Reduction Opportunities

• How Defined Benefit Pension Plans can still generate six-figure deductions before filing
• How Cost Segregation can still generate deduction before filing
• When Charitable Remainder Trusts (CRTs) make sense for dentists selling a practice, real estate, or appreciated assets
• Common filing mistakes that cost dentists tens of thousands and how to avoid them

2026 Forward-Looking Tax Planning

• Structuring retirement contributions for maximum deductions with minimal cash-flow strain
• Planning ahead for:
• Associate buy-ins
• Group practices
• DSO conversations
• Using ILITs and estate planning tools to protect family, legacy, and practice continuity