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Advanced Tax, Transition & Income Planning for Before, During & After Practice Transition Part 1

Friday, May 9, 2025
1:30 PM – 3:00 PM PT
CE: 1.5 CE Credits
Primary Audience(s): Dentist

This lecture is valuable for mid- to late-career dentists who are intent on plotting out a successful course for profitability, practice value, well-planned practice transition and a successful retirement utilizing advanced tax, financial and transition planning.

Learning Objectives:

  • Understand the power of written goals, plans and implementation for long-term success through transition and beyond.
  • Learn how to keep more of your hard-earned money by understanding key tax traps and advantages surrounding transition and beyond.
  • Learn how to plan a successful retirement with practice, transition, global cash flow and tax planning.
  • Utilizing advanced tax, financial and transition planning to make your retirement years successful and comfortable.