It’s Not Too Late: Tax Planning for 2025

Tax planning isn’t just a December scramble—it’s a year-round process that gives you more control over your financial outcomes. The earlier you start, the more strategic and effective your decisions can be. This course will show you how building a clear tax plan at the beginning of the year reduces stress and helps you achieve your financial goals thoughtfully.

We’ll cover powerful strategies like employing your children in your business—not only a great tax-saving tool but also an opportunity to teach them about investments and financial responsibility. We’ll also dive into common year-end tax moves, like purchasing equipment, and challenge you to ask: Do you actually need this purchase, or are you just chasing a deduction that could cost you more in the long run?

Join us to learn how proactive tax planning can optimize your finances and keep you in control all year long.

 

Eric Burgmaier, CPA, CVA is the founder of Burgmaier & Associates, Inc., a dental-specific CPA firm dedicated to helping dental professionals optimize their financial health. With extensive experience in tax planning, practice valuations, and business consulting, Eric provides strategic guidance to help clients maximize profitability and achieve long-term success. As a Certified Valuation Analyst (CVA), he specializes in practice transitions, ensuring smooth and financially sound transactions. Passionate about education, he frequently speaks on tax strategies and best financial practices for dentists and business owners.