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The Shareholder Loan Trap: What Dentists Don’t Realize They Owe
Jarrod teams up with Kevin Rhoton, CPA, to tackle one of the sneakiest and most misunderstood issues hiding in dental practices: shareholder loans. From how they’re created to why many owners don’t even know they have one, Kevin breaks down the red flags, IRS risks, and costly surprises that can surface years later—often at the worst possible time. They also dive into where to find these loans on your tax return, how they impact practice value when it’s time to sell, and why “future you” will absolutely regret ignoring them. With laughs, relatable examples, and clear advice, this episode…
The skinny
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