Being proactive vs. reactive with tax planning will have a tremendous impact on profitability and long-term wealth creation. Keep in mind, I am not a CPA and I am not giving tax advice. Rather, I’m passing on information that I learned as a practice owner and now implement in my financial planning practice. While not an exhaustive list, here are a few items to contemplate in 2025 as you watch the dollars in your practice.
Aimée Gould Shunney, ND
Dr. Aimée Gould Shunney is in private practice in Santa Cruz and Campbell, Calif., where she specializes in women's health, functional endocrinology and family medicine. She is also the co-host of "Green Tea & Honey," a podcast about integrative medicine, delicious food and the joys of eating; co-creator of Cleanse Organic, a 28-day, fully supported whole-foods cleansing program; and serves on the advisory board for Nordic Naturals.