Sam is a Wealth Advisor for Buckingham Strategic Wealth and heads the Bellevue office which focuses on comprehensive financial planning and wealth management. In the same office, Sam plays a senior tax and planning role for Dental Accounting Group and leads DG Transitions, a comprehensive seller's transition consultancy. Sam is an accounting graduate of the University of Montana and holds a Masters in Federal Income Taxation from Golden Gate University. Sam is a Certified Public Accountant (CPA) and Certified Financial Planner (TM) (CFP (r). Sam and the Dental Accounting Group are members of the Academy of Dental CPAs, a nationwide affiliation of like-minded CPA practices dedicated to improving the practices and lives of some 6,000 plus dentists and their families. A strong cup of french roast and looking forward to keeping your money away from Washington, D.C. and Olympia is what gets Sam up in the morning.
Practice, Financial & Tax Strategies for Newer Dentists Part 1
Friday, May 9, 2025
7:30 AM – 9:00 AM PT
Disclosure(s): No financial relationships to disclose
Practice, Financial & Tax Strategies for Newer Dentists Part 2
Friday, May 9, 2025
10:00 AM – 11:30 AM PT
Disclosure(s): No financial relationships to disclose
Advanced Tax, Transition & Income Planning for Before, During & After Practice Transition Part 1
Friday, May 9, 2025
1:30 PM – 3:00 PM PT
Disclosure(s): No financial relationships to disclose
Advanced Tax, Transition & Income Planning for Before, During & After Practice Transition Part 2
Friday, May 9, 2025
3:30 PM – 5:00 PM PT
Disclosure(s): No financial relationships to disclose