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.
Sonia Joubert, DC, ND, MSC, CKTP
Dr. Sonia V. Joubert earned her Doctor of Chiropractic Medicine from New York Chiropractic College; Doctor of Naturopathic Medicine and MS in clinical practice from the National University of Health Sciences; and BS from the State University of New York. She is also certified in meridian therapy (NYCC) and acupuncture (NUHS), and a Kinesio-taping practitioner. Her background includes over 25 years of private practice in a sports injury clinic, and experience in multidisciplinary settings working together with emergency-medicine practitioners, internists, orthopedists, oncologists and pediatricians at various hospitals in the Chicago area.