The Shareholder Loan Trap: What Dentists Don’t Realize They Owe

Jarrod teams up with Kevin Rhoton, CPA, to tackle one of the sneakiest and most misunderstood issues hiding in dental practices: shareholder loans. From how they’re created to why many owners don’t even know they have one, Kevin breaks down the red flags, IRS risks, and costly surprises that can surface years later—often at the worst possible time. They also dive into where to find these loans on your tax return, how they impact practice value when it’s time to sell, and why “future you” will absolutely regret ignoring them. With laughs, relatable examples, and clear advice, this episode gives practice owners the insight they need to uncover hidden problems and protect their financial future. Tune in before your balance sheet comes back to haunt you.Interested in more info on how to: Earn More, Save More, and Retire EarlyUpcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants AdvisoryUpcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory