INNOVATION·IN·DENTISTRY

The Dental Boardroom

137: Financial Mistakes - Tax Planning Gaps

16 January 2026 · 48:51 · Episode 137

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What it is about

In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO continues his series on common financial mistakes dentists make, this time focusing on tax planning gaps. Wes explains why many dental practice owners unknowingly overpay taxes and how poor tax planning often results from weak cash flow management, rather than bad intentions. This episode breaks down complex tax…

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