10/28/2026
📢 Build Your Annual Tax Strategy System 📅💰
Tax planning shouldn't be something you only think about when tax season rolls around!
For therapists and private practice owners, managing taxes often becomes a last-minute scramble. Between seeing clients, managing expenses, and growing your practice, it's easy to put tax planning on the back burner.
But what if you had a system that helped you stay organized, make smarter financial decisions, and prepare for taxes throughout the year?
This week, we're wrapping up our 20-Week Tax Strategy Readiness Roadmap by discussing how to turn tax planning into a consistent, repeatable routine.
Join us live as we cover:
✅ Why tax planning should be a year-round process
✅ How to establish a quarterly tax planning routine
✅ What financial reports and numbers to review regularly
✅ How to stay ahead of estimated taxes, payroll, and retirement contributions
✅ When to reassess your tax strategies as your practice grows
✅ How to make year-end planning easier and less stressful
The goal isn't just to prepare for tax season. It's to build a system that helps you make informed decisions throughout the year while keeping your practice financially healthy.
📅 October 30
⏰ 12:00 PM MT
📍 Live on Facebook, Instagram & YouTube
Have questions about creating a tax planning system for your practice? Bring them to the live!