20/20 Money Episode #230- How optometrists can use last year’s tax return to proactively plan for the coming year
April 3, 2023
In this episode, we’ll talk about how you can use information from last year’s tax return to plan proactively for the coming year. This approach can help you save money on taxes and avoid common mistakes and, as an optometric practice owner, take more agency over your cash flow during the course of the year.
As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our newsletter and you can also set up a Triage conversation to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to help them live their best life on purpose. You can also check out any number of additional free resources like our eBooks, blog posts, and on-demand webinars. Lastly, if you’re interested in learning more about the upcoming launch of the 20/20 Money Membership, please check out the link in the Resources to learn more about what we have in store for you!
Referenced 20/20 Money episodes
Enjoy our content? Subscribe for regular updates!
- Practice Management
20/20 Money Episode #277 – Using a cash balance plan strategies when you sell your practice with Charlie Steingas of Cash Balance Actuaries, Inc.
Welcome to this episode of 20/20 Money! My guest on today’s show is Charlie Steingas, founder and chief actuary at…
- Practice Management
20/20 Money Episode #276 – Flights and Insights” with Dr. Michael Neal: Implementing finance charges, profit sharing with team members, associate comp structures, and new reads
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Mike Neal, OD. Mike is the…
20/20 Money Episode #275 – An optometry practice “cold start” update with Drs. Bob Steinmetz & Eric Baas, OD from iCare Advisors
Welcome to this episode of 20/20 Money! My guests on today’s show are Drs. Eric Baas and Bob Steinmetz, co-founders…
20/20 Money Episode #274 – Insights into practice financing and lending for optometrists with Kevin Wills from PNC Bank
Welcome to this episode of 20/20 Money! My guest on today’s show is Kevin Wills. Kevin is Sr. Vice President,…
20/20 Money Episode #273 – I’VE BEEN HACKED (AGAIN!!) – Another 20/20 Money Takover with Drs. Chris Wolfe & Kyle Klute, OD
Welcome to this episode of 20/20 Money! My guests on today’s show are two more of my favorite people in…
20/20 Money Episode #272 – Weathering life’s storms: The importance of Resiliency with Dr. Ted McElroy, OD (Part 2)
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Ted McElroy. This is part two…