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4 High-Impact Tax Strategies to Supercharge Your Practice’s Growth
Dec 03, 2025
Virtual
Details
Dec 3, 2025 07:00 PM in Eastern Time (US and Canada)
What’s possible with a smarter tax strategy? A Dental Practice Case Study
Many successful dentists leave money on the table—not because they’re doing anything wrong, but because they don’t know what tax strategies are available. In this fast-paced session hosted by Dental Economics, Gelt’s Tal Binder and Rachel Richards, CPA break down a real dental practice case study showing how smart choices around entity structure (especially in partnerships), owner salary and benefits, hidden deductions, and retirement plan design can meaningfully increase owner take-home pay while keeping operations smooth. You’ll see the growth levers that matter—S-Corp vs. partnership, accountable plans and documentation, and 401(k)/Cash Balance combos—and how to use them to build durable, repeatable, tax-efficient wealth.
What you’ll learn:
- Choose (or fix) your entity the right way — S-Corp vs. partnership trade-offs for wages, distributions, partner allocations, and benefits.
- Partner-friendly owner pay — a clear, defensible framework for W-2 wages, guaranteed payments, and profit splits.
- Discover and document overlooked deductions — accountable plans, CE, equipment/technology, and employer benefits made audit-ready.
- How to optimize your retirement strategy — when to use safe-harbor 401(k), Cash Balance, or a combo to maximize deferrals and minimize total tax.
- Integrate legacy and succession planning — how to align your tax, retirement, and estate strategies so your practice supports your long-term goals, your family, and an eventual exit on your terms.