On the fourth episode of a 5-part tax series of the Dentist Money Show, Tom Whalen, CPA joins Matt to break down why proactive, year-round tax planning is one of the most powerful tools dentists have for reducing stress and maximizing wealth. They explain the difference between playing offense and defense with your taxes, highlighting the common mistakes that lead to surprise bills, cash flow issues, and missed opportunities. Tune in to understand the importance of mastering quarterly tax payments, and why integrating your advisor and CPA can help avoid conflicting guidance.

If you missed the last three episodes of the tax series you can find them here and check out our 2025 year-end tax planning checklist for dentists for more guidance!

Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.