Jay Malik

Dental Tax Strategist & Speaker

9900 W Sample Rd. Suite 315 Coral Springs,
FL: 33065

Rich Dentist System™

Learning Objectives:​

  • How to become a wealthy dentist even starting from nothing.

  • Cut the time needed to become a financially independent dentist.

  • The tried and trusted methods dentists have been using in the past to become wealthy.

Presentation Summary:

This presentation aims to provide dentists with a comprehensive understanding of the Research Tax Credit, including its features, qualifications, and documentation requirements. It also discusses the history and purpose of the R&D tax credit and the various laws and regulations governing its use. This tax incentive is intended to help dental practices offset some costs associated with conducting research and developing new products, processes, or technologies.

Dentists may need to realize that their practices may already qualify for this tax incentive designed to encourage and support research and development activities. Dentists can take advantage of this significant tax benefit by understanding the criteria for qualifying for the credit and properly documenting R&D activities.

However, it’s important to note that some unscrupulous elements in the profession may only attempt to claim the credit with proper documentation, which can expose dentists to audits and penalties. This presentation guides how to properly document and support R&D activities to avoid these pitfalls.

In addition to federal credits, we will also discuss any state-level credits that may be available. Overall, the goal is to empower dentists to make informed decisions about their eligibility for the Research Tax Credit and to properly claim it to support the growth and innovation of their practices.

This presentation will help dentists determine for themselves if the activities they are doing in their practices qualify for this significant tax advantage and how to document these properly to obtain the advantage. Some proforma documentation is also included in the presentation.

Duration: From 1 Hour to a Half Day

Click to download Jay Malik’s Dental Speaker Packet