Mid-Year Tax Check-In: 4 Questions Every Optometrist Should Be Asking
About this episode
Evon discusses four essential questions for optometrists to consider during a mid-year tax check-in.
Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Episode Summary It's July — half the year is gone, but you still have half a year to make an impact on your tax result. That makes right now the ideal time to sit back and ask: where do things actually stand? In this episode, Evon walks through four questions every optometrist should be asking as a mid-year tax check-in. This is the same work Evon's team is doing this time of year for prac...
People in this episode
Host: Evon Mendrin CFP®, CSLP®
Topics covered
- tax planning
- optometry
- mid-year check-in
- financial advice
- tax questions
More episodes of The Optometry Money Podcast
- (Rewind) Implementing a Strategic Planning Week To Level Up Your Optometry Practice with Dr. Chad Fleming
- Finding the Bottlenecks Limiting Your Practice's Capacity with Kerry Reeves, OD
- Planning Your Practice Exit: The Retirement Math That Sets the Floor
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