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The Tax Season Hangover: Record Retention, Penalties, and Planning
Tax day has passed, but the work isn’t over. In this episode of The Millionaire Dentist, Jarrod Bridgeman sits down with CPA Brodie Hough to discuss how to navigate the "post-tax season" landscape without leaving yourself vulnerable to the IRS.
We’re moving beyond the filing deadline to tackle the logistical and strategic questions that keep practice owners up at night—from exactly how long you need to keep that stack of paper to why a "big refund" might actually be a sign of poor planning.
In this episode, we cover:
The Seven-Year Rule: A definitive guide on record retention for business vs…
The skinny
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