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The Dental Boardroom

117: Dental Financial Planning: Turning Chaos into Financial Freedom - Part 7

19 August 2025 · 49:08 · Episode 117

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117: Dental Financial Planning: Turning Chaos into Financial Freedom - Part 7 In this episode of The Dental Boardroom Podcast, host Wes Read, CPA, CFP®, breaks down how dentists can turn tax chaos into predictable, stress-free planning. He shares why relying on your CPA only at tax time often leads to big surprises and how a structured approach, meeting mid-year and again in Q4, keeps finances on track. By using…

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