Tax Strategies to Embrace and Avoid & A Case Study on Where to Look for Errors on Your Tax Return: My Guest Appearance on Eye Own A Business Podcast

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Recorded23 Mar 2026

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Many optometrists are either leaving money on the table with their tax strategy—or unknowingly pushing the boundaries of tax law. Today's episode is my guest appearance on Dr. Steve Vargo's Eye Own a Business Podcast. Steve invited me onto his show to talk about tax planning for optometrists—specifically the strategies practice owners should be embracing right now, the ones they should avoid, and where costly mistakes often show up on tax returns. In our conversation, we walk through several examples of where optometric practice owners tend to be either too conservative or too aggressive with their tax strategies, the difference between proactive tax strategy and reactive tax preparation, and a practical case study highlighting an error that occurred on an OD's tax return—and what correcting that mistake will mean for them going forward. If you've ever wondered whether you might be leaving money on the table when it comes to taxes—or potentially putting yourself on the wrong side of tax law—this episode should help you think a little differently about where to look and what questions to ask. Resources: Book a Triage call with Adam Download the Practice Owner's Financial Toolkit 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form Check out Adam's new book: How to Buy an Optometry Practice ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here! Check out Adam's other podcast! The Optometry Success Podcast Subscribe on Apple Podcasts: https://bit.ly/4tttng6 Subscribe on Spotify: https://bit.ly/4tuf0YM

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