In this episode, Casey and Jarrod sit down with Steve Levy, CPA & JD, to unpack one of the most overlooked opportunities for practice owners: the Research Tax Credit. Steve breaks down what it actually is, who qualifies (spoiler: far more people than you’d think), and why everyday improvements inside a dental office may count as legitimate research activities. From process upgrades to technology enhancements, the discussion reveals how routine internal projects can translate into meaningful tax savings. The trio walks through real-world examples, clarifies common misconceptions, and explains how to properly document qualifying activities so practice owners can claim the credit with confidence.
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