{"id":73704,"global_id":"www.cda.org?id=73704","global_id_lineage":["www.cda.org?id=73704"],"author":"8","status":"publish","date":"2025-10-08 15:30:26","date_utc":"2025-10-08 22:30:26","modified":"2025-10-08 15:30:29","modified_utc":"2025-10-08 22:30:29","url":"https:\/\/www.cda.org\/event-details\/year-end-taxes-cash-flow\/","rest_url":"https:\/\/www.cda.org\/wp-json\/tribe\/events\/v1\/events\/73704","title":"Year-End Taxes &amp; Cash Flow","description":"<div  class=\"tribe-events-schedule tribe-clearfix\" >\n\t<p class=\"tribe-events-schedule__datetime\">\n\t\t<span class=\"tribe-events-schedule__date tribe-events-schedule__date--start\">\n\t\t\t\t\t<\/span>\n\n\t\t\t\t\t<span class=\"tribe-events-schedule__separator tribe-events-schedule__separator--date\">\n\t\t\t\t @ \t\t\t<\/span>\n\t\t\t<span class=\"tribe-events-schedule__time tribe-events-schedule__time--start\">\n\t\t\t\t\t\t\t<\/span>\n\t\t\n\t\t\t<\/p>\n<\/div>\n\n\n\n<p>This workshop, hosted by Laura Phillips, EA, Founder &amp; CEO of The Phillips Group, provides dental professionals with a practical and proactive guide to year-end tax strategy and cash flow management. Participants will explore the latest legislative updates, including the &#8220;One Big Beautiful Bill,&#8221; and learn how to leverage key tax-saving opportunities like the PTE elective tax, advanced retirement planning, and strategic asset purchases. The session also delves into the nuances of compensation planning for family members and how to report and manage cryptocurrency transactions.<br><br>Beyond taxes, the presentation emphasizes the importance of understanding practice cash flow, distinguishing it from profitability, and applying key performance indicators (KPIs) to track financial health. Attendees will leave equipped with actionable strategies to minimize taxes, optimize cash reserves, and build long-term financial strength for their practices.<\/p>\n\n\n\n\n<div  class=\"tribe-block tribe-block__event-price\" >\n\t\t\t\t<span class=\"tribe-block__event-price__description\">Cost: $10 Member; $15 Non-Member<\/span>\n\t<\/div>\n\n\n\n\n<div  class=\"tribe-block tribe-block__organizer__details tribe-clearfix\" >\n\t<div class=\"tribe-block__organizer__title\">\n\t\t<h3><a href=\"https:\/\/www.cda.org\/organizer\/san-mateo-county-dental-society\/\" title=\"San Mateo County Dental Society\" target=\"_self\" rel=\"\">San Mateo County Dental Society<\/a><\/h3>\n\t<\/div>\n\t\t\t<p class=\"tribe-block__organizer__phone\">650.637.1121<\/p>\n\t\t\t\t<p class=\"tribe-block__organizer__website\"><a href=\"https:\/\/www.smcds.com\/\" target=\"_self\" rel=\"external\">View Organizer Website<\/a><\/p>\n\t\t<\/div>\n\n\n<div  class=\"tribe-block tribe-block__venue tribe-clearfix tribe-block__venue--has-map\" >\n\t\n\t\t\n<div class=\"tribe-block__venue__map\">\n\t\n<iframe\n  title=\"Google maps iframe displaying the address to San Mateo County Dental Society\"\n  aria-label=\"Venue location map\"\n  width=\"310px\"\n  height=\"256px\"\n  frameborder=\"0\" style=\"border:0\"\n  src=\"https:\/\/www.google.com\/maps\/embed\/v1\/place?key=AIzaSyDNsicAsP6-VuGtAb1O9riI3oc_NOb7IOU&#038;q=939+Laurel+Street%2C+Suite+C+San+Carlos+CA+California+94070+United+States+&#038;zoom=10\" allowfullscreen>\n<\/iframe>\n<\/div>\n\n\t<\/div>\n\n\n\n\n\n\n\n\n\t<div  class=\"tribe-block tribe-block__events-link\" >\n\t\t<div class=\"tribe-events tribe-common\">\n\t\t\t<div class=\"tribe-events-c-subscribe-dropdown__container\">\n\t\t\t\t<div class=\"tribe-events-c-subscribe-dropdown\">\n\t\t\t\t\t<div class=\"tribe-common-c-btn-border tribe-events-c-subscribe-dropdown__button\">\n\t\t\t\t\t\t<svg\n\t class=\"tribe-common-c-svgicon tribe-common-c-svgicon--cal-export 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