The Dental Wealth Nation Show with Tim McNeely

Dental practice tax credits are often misunderstood, but the R&D tax credit can dramatically reduce your tax liability and improve practice valuation. In this episode, Tim McNeely sits down with Robert Curtiss to reveal how dental entrepreneurs can recover tax overpayments and strengthen their financial position before an exit.

What You'll Learn:

• How the R&D tax credit applies to dental practices—even if you don't think of your practice as "R&D"
• Common misconceptions that cause dentists to leave money on the table with the IRS
• The direct connection between tax efficiency and increased practice valuation multiples
• How to document and claim credits without triggering audits or compliance issues

Why This Matters for Your Exit:

Tax optimization isn't just about lowering your bill today—it's about maximizing the value buyers see in your practice. Recovered tax credits improve EBITDA and demonstrate financial management quality to acquirers and DSO partners.

Guest Expert:

Robert Curtiss specializes in tax credit recovery for business owners. Connect with him on LinkedIn (search: Robert with the green checkmark) or visit https://robertbcurtiss.businessgroupresources.com/

Whether you're planning a near-term exit, optimizing mid-practice operations, or building toward an 8-figure transition, understanding available tax strategies is non-negotiable. This episode gives you the framework to have better conversations with your CPA and tax advisor.

Learn more and connect with Tim at timmcneely.com