The Dental Boardroom
167: Year-End Tax Planning: Sticking the Landing
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What it is about
Wes Read, host, Practice CFO Duration: 44 minutes A solo walkthrough of the year-end tax planning work that must be finished by December 31st, built around the idea that a strong year of planning only counts if the final execution lands. Wes covers what locks in at year end, the internal checklist Practice CFO runs on every client, and why single tax strategies have to be judged inside the full financial picture…
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