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The Dental Wealth Nation Show is for practice owners building toward—or navigating through—the most consequential financial event of their career: the exit.
Host Tim McNeely operates a Virtual Family Office serving dental entrepreneurs with $5M–$25M in net worth. He holds the rare combination of CFP®, CIMA®, CEPA®, and CPFA® designations—a credential stack bridging comprehensive wealth management with specialized exit planning. His clients don't need another advisor. They need a financial quarterback coordinating the advisors they already have.
Each episode unpacks the coordination failures that cost practice owners millions: mistimed exits, fragmented tax strategies, wealth structures that don't survive the transition from practice income to portfolio income. You'll hear direct conversations with elite tax counsel, M&A specialists, and practice owners who've already made the crossing.
Subscribe and visit dentalwealthnation.com for resources.
Episodes
Thursday Jul 03, 2025
Thursday Jul 03, 2025
In this episode of The Dental Wealth Nation Show, we unpack one of the most overlooked (and overpaid) parts of your financial life—taxes.
Join Tim McNeely and a seasoned tax planning expert as they explore how dental entrepreneurs can legally reduce their tax burden, avoid costly surprises, and protect themselves from penalties and audits.
You’ll discover:
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How strategic planning can dramatically shrink your tax bill
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The emotional and financial cost of tax surprises—and how to avoid them
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Tools like defined benefit plans and captive insurance that could change the game
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Why proactive tax strategy isn’t just about saving money—it’s about building wealth
Taxes erode your wealth silently over time. This episode shows you how to take it back—legally, wisely, and confidently.
👉 Learn more: drilldownsolution.com
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