2419: How to Legally Pay Less in Taxes Using Real Estate and R&D

2419: How to Legally Pay Less in Taxes Using Real Estate and R&D

Published: January 8, 2026

Duration: 51:02

On today's episode, Dr. Mark Costes welcomes back tax and accounting experts Brent Sonnier and Chris Sands from ProFi 2020 and Phase 1 Financial to tackle some of dentistry's most advanced and impactful tax strategies. Whether you're preparing for a major liquidity event, trying to reduce your W-2 tax liability, or just looking to be more strategic with your investments, this episode is packed with high-level insights.   The trio covers bonus depreciation, the mechanics and timing of cost segregation, oil and gas investments, R&D tax credits, and the true pros and cons of short-term rentals. Mark also shares some personal experiences—bot...