The Dentalpreneur Podcast w/ Dr. Mark Costes 2419: How to Legally Pay Less in Taxes Using Real Estate and R&D
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Jan 8, 2026 Brent Sonnier and Chris Sands, tax strategists from Profi 2020, dive into advanced tax strategies for dental entrepreneurs. They explore the significance of timing for liquidity events and the benefits of tax-aware investing. Listeners learn about acquiring real estate to leverage bonus depreciation, the mechanics of cost segregation that can yield six-figure savings, and how oil & gas investments can serve as tax deductions. They also clarify R&D tax credits and discuss the intricacies of short-term rentals, making this a goldmine for dentists keen on wealth-building.
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Time Sales To Enable Tax Strategies
- If you're planning a liquidity event, try to sell early in the year to buy time for tax-aware investing and loss harvesting.
- Use strategic investments after a sale to generate paper losses or offsets within the same calendar year.
Year-End Real Estate Still Gets Deductions
- Buying real estate before year-end lets you apply depreciation and bonus depreciation for that tax year even if the cost segregation completes later.
- You must complete cost segregation by the tax filing (including extensions) to claim the accelerated depreciation.
Cost Segregation For Big Immediate Savings
- Run a cost segregation on commercial dental properties to reclassify ~30–35% of basis into shorter-life assets eligible for bonus depreciation.
- Elect accelerated depreciation to turn that reclassification into immediate tax savings proportional to your tax bracket.
