• Is Your CPA Costing You Money?

  • Jan 24 2025
  • Length: 8 mins
  • Podcast

Is Your CPA Costing You Money?

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  • Summary

  • As an orthodontist, you're incredibly busy. You're focused on providing the best possible care to your patients, and the last thing you want to worry about is your taxes.

    If you’re working hard to make money, you owe it to yourself to work just as hard to keep it. That’s why I believe the right CPA can make a big difference in your bottom line.

    It’s about tapping into every legal tax strategy available. I’m talking about R&D tax credits, economic opportunity zones, conservation easements, and more.

    In this week's 5-minute Friday, I'm sharing some key things to look for in a CPA to ensure you're keeping more of the money you earn. Listen in!

    Key Takeaways

    Introduction (00:00)
    Importance of financial planning and CPAs (00:34)
    Qualities of a great CPA (02:18)
    Confidence and expertise in tax planning (04:15)
    The role of CPAs in tax strategy (05:39)
    Seek better financial advice (06:10)

    Additional Resources

    - Register for the OrthoPreneurs Summit 2025: http://opsummit2025.com/

    - For more information, visit: https://orthopreneurs.com/

    - Join our FREE Facebook group here: https://www.facebook.com/groups/OrthoPreneurs
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