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Practice Transitions

How is the sale of a dental practice taxed?

Ian McGinnis, Founder & Financial PlannerPublished 2 min read

Short answer: selling a dental practice isn’t taxed as one lump — it’s taxed asset by asset, with some pieces getting favorable capital-gains treatment and others taxed as higher ordinary income. How the purchase price is allocated across goodwill, equipment, and supplies can swing your tax bill significantly, which is why the tax plan should be built before you sign.

Why is a practice sale taxed in pieces?

Because the IRS treats the sale as selling a bundle of different assets — goodwill, equipment, supplies, and sometimes real estate — each with its own tax character. The total price gets allocated across those categories, and each category is taxed differently. So two sales at the same price can produce very different tax bills depending on the allocation.

Which parts are taxed favorably?

Goodwill — the intangible value of your reputation and patient base — is usually the largest component of a practice sale and generally qualifies for long-term capital-gains rates, which are lower than ordinary income. Because it’s both the biggest and the most tax-favored piece, sellers typically prefer more of the price allocated to goodwill.

Which parts are taxed at higher rates?

  • Equipment — depreciation you took can be “recaptured” and taxed as ordinary income.
  • Supplies and inventory — generally taxed as ordinary income.
  • Certain agreements (like a consulting or non-compete payment) — often ordinary income.
  • Real estate, if included — its own capital-gains and depreciation-recapture rules apply.

What else affects the tax bill?

Your entity and deal type (asset vs. stock sale), the state you’re in, whether you keep the building, and the timing of the sale all matter. Because these interact, the tax result — and your real cash in hand — should be modeled well before closing.

Frequently asked questions

  • It’s taxed asset by asset. Goodwill — usually the largest piece — generally gets favorable long-term capital-gains treatment, while equipment (via depreciation recapture) and supplies are often taxed as higher ordinary income. How the price is allocated across these categories significantly affects your total tax, so plan it with your CPA before signing.

Sources

  1. IRS — Sale of a business
  2. IRS — Form 8594, Asset Acquisition Statement

About the author

Ian McGinnis

Founder & Financial Planner · Investment Adviser Representative · Series 63 & 65

Ian McGinnis is the founder of Dental Wealth Partners and a fee-only financial planner dedicated to dentists. As an investment adviser representative (Series 63 and 65), he built the firm to give dentists coordinated, fiduciary advice across their practice, taxes, investments, retirement plans, and long-term goals — the whole picture in one strategy. A graduate of Belhaven University, Ian previously worked at Davis Private Wealth, MML Investors Services, and Northwestern Mutual, and is based in the Jackson, Mississippi area. He is the author of The Wealthy Dentist and hosts the Smiles & Cents podcast.

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