You Make Millions—But Are You Keeping It? l 5MF

What if I told you your accountant could be quietly costing you $150K or more every single year?

In this 5 Minute Friday, I’m getting straight to the point: making money is one thing—keeping it is another. If your CPA’s idea of “doing a great job” is just filing on time and avoiding an audit, you might be missing out on tens (or hundreds) of thousands of dollars in legally entitled savings. And no, this isn’t about aggressive loopholes or risky moves—it’s about strategy, awareness, and choosing the right financial team.

I share stories from my own past—like getting hit with a surprise $62K tax bill early in my career—and what I’ve learned since about smart, proactive tax planning. This episode is a wake-up call for every orthodontist earning strong revenue but walking away with far less than they should. If your overhead is reasonable, your collections are solid, and you’re still not seeing the wealth build? You’re going to want to hear this.

Quotes

"Build your practice as big or as small as you want—but keep every single penny you’re entitled by law to keep."
- Dr. Glenn Krieger

"Are you scared of an audit—or are you scared of leaving $50K on the table every year?"
- Dr. Glenn Krieger

  Key Takeaways

• Intro + why this message matters (00:00)
• The CPA trap: doing the bare minimum isn’t enough (01:45)
• Glenn’s $62K lesson and how it changed everything (03:30)
• What questions to ask your accountant—today (05:10)
• Why “audit risk” is often an excuse, not a reason (06:40)
• Tools and terms to start asking about: Section 179, Opportunity Zones, R&D Credits (08:20)
• Final thought: If you're taking home $1.5M, why not keep an extra $150K? (10:00)

Additional Resources

That’s why these conversations matter. If your CPA isn’t bringing new opportunities to the table, you’re leaving money on it. Join me at https://opSummit2025.com while tickets are still available. We won’t spend the weekend on tax code… unless you pull me aside and ask. But I promise—this event will more than pay for itself.

Go to https://opSummit2025.com and grab your spot today.

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