Advanced Taxes
Free Webinar - Attendees will receive the meeting link the by email the day before
TOPIC
Extended Returns, Expanded Opportunities: Advanced Tax Strategies for Dental Practices Before October
Who It’s For:
Dental practice owners and associates who have filed extensions and are looking to optimize their 2025 tax position before final filing.
SPEAKER
Bardia Hariri, MBA, PhD
LEARNING OBJECTIVES
- Identify high-impact, last-window tax strategies still available before filing
- Understand how Defined Benefit Plans can significantly reduce taxable income while accelerating retirement accumulation
- Explore Cost Segregation strategies for practice owners with real estate to unlock accelerated depreciation and immediate cash flow benefits
- Coordinate planning with CPAs to enhance client outcomes and uncover missed opportunities
- Review real-world case studies tailored to dental practices
Why Attend (for those who filed extensions):
Many dental professionals leave meaningful tax-saving opportunities on the table simply due to timing. Filing an extension creates a strategic window—this session is designed to help them fully capitalize on it before October, often resulting in substantial tax savings and improved long-term planning.
SPEAKER BIO:
Bardia Hariri, MBA, PhD, is a licensed financial professional and insurance agent (CA Ins. Lic. # 0K72662), holding active licenses in California and many other states. He leads a team of dedicated advisors with strong administrative support. Dr. Hariri is a strategic thinker focused on helping individuals, communities, and businesses achieve economic development goals. With over a decade of experience in the financial industry, he has a deep understanding of economic principles, community development, and growth strategies. His PhD thesis from the University of Wales focused on the emergence of isolated nations into global consumer culture, driven by his passion for Middle Eastern economics, history, and politics. Dr. Hariri excels in identifying opportunities and delivering innovative solutions, prioritizing community development and sustainability for long-term success.
- Former university economics professor
- 10+ years advising business owners and dentists
- Specialized in advanced retirement design, tax coordination, and succession planning
- Works alongside CPAs to implement audit-defensible strategies
“I don’t replace your CPA. I help your CPA unlock strategies that require planning, modeling, and coordination.”
