2419: How to Legally Pay Less in Taxes Using Real Estate and R&D

On today's episode, Dr. Mark Costes welcomes back tax and accounting experts Brent Sonnier and Chris Sands from ProFi 2020 and Phase 1 Financial to tackle some of dentistry's most advanced and impactful tax strategies. Whether you're preparing for a major liquidity event, trying to reduce your W-2 tax liability, or just looking to be more strategic with your investments, this episode is packed with high-level insights. The trio covers bonus depreciation, the mechanics and timing of cost segregation, oil and gas investments, R&D tax credits, and the true pros and cons of short-term rentals. Mark also shares some personal experiences—both wins and hard lessons—from navigating these strategies in his own portfolio. This conversation is a must-listen for any dentist serious about long-term wealth building and minimizing tax exposure in a legal and strategic way. Be sure to check out the full episode from the Dentalpreneur Podcast!

EPISODE RESOURCES

• https://www.profi2020.com
• https://www.truedentalsuccess.com
• Dental Success Network
• Subscribe to The Dentalpreneur Podcast