IIn this lively episode, Casey and Jarrod team up with CPA and BBQ-powered tax wizard Kevin Rhoton to demystify one of the most confusing parts of dentistry finances: tax basis. From Mountain Dew emergencies to real-world examples, they break down what basis actually is, why it matters, and how easily practice owners can get themselves upside-down without even realizing it. You’ll hear how poor planning, big equipment purchases, and outdated entity structures can quietly wreck your tax situation—all while you think you’re doing everything right. With humor, clarity, and just the right amount of tough love, the trio explains how tracking basis correctly can save you headaches, dollars, and surprises at tax time. Tune in and finally get this “invisible” part of your practice under control!
Interested in more info on how to: Earn More, Save More, and Retire Early
Upcoming Tour Dates: Go to our EVENTS page for info
Facebook: Four Quadrants Advisory
Instagram: @fourquadrantsadvisory
LinkedIn: Four Quadrants Advisory