Webinars

Archived WebinarsPlease note AGD credit is not available for archived webinars.

15 Last-Minute Tax Saving Ideas

Speaker: Shanna Morales, CPA
Length: 60 minutes

As you've surely noticed, tax returns seem to get more and more complicated each year. These increased complexities bring about the question of whether doctors are utilizing all of the tax advantages available to them. Are you?  The PATH (Protecting Americans from Tax Hikes) Act of 2015 has helped make many deductions permanent, while the tangible property regulations of 2014 are especially complicated and require more paperwork to be filed. As such, there are likely a few deductions or credits that you are unaware of and therefore...

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Investment Survival Strategies for 2016

Speaker: Jeff Harrell, CFA
Length: 60 minutes

Investors are well aware 2015 was an exceptionally volatile year for the stock market, but just how volatile was it?

Did you know that last year stocks experienced their first 10% correction since 2011, but also posted a gain in October that was one of the top 5 monthly performances in nearly 50 years? Unfortunately, the likelihood of this volatility continuing in 2016 is high. As we begin the year, investors are dealing with lingering risks in the form of higher interest rates, excessive stock valuations, lower oil prices, slowing earnings growth, and global terrorism. Not to mention...

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How to Increase the Value of Your Dental Practice

Speaker: Wade Coleman, JD
Length: 60 minutes

Regardless of where you are in your dental career, when the time comes to sell your practice the goal will be to obtain maximum possible value out of your life’s work. Yet, many dentists overlook the seemingly innocuous decisions that - over the course of several years, or even a career - can have a substantial impact on...

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Deciphering the Mysteries of Asset Protection

Speaker: Andrew D. Tucker, JD, CFP, MTWM and Patrick D. Craig, JD
Length: 60 minutes

For most doctors, asset protection is a taboo topic that is often avoided as “too risky” or disregarded as illegal. This a major oversight, especially when considering the additional risks that dentists and specialists face due to the professional practice of dentistry, which include malpractice and business owner’s liability. The goal of this webinar is to demonstrate how...

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Investment Survival Strategies for 2015

Speaker: Jeff Harrell, CFA
Length: 60 minutes

Stocks just completed their sixth consecutive year of gains and most experts are forecasting the momentum will carry forward in 2015. However, since 1875, stocks have never registered seven consecutive years of gains. So, doctors may want to take extra preparation when it comes to reviewing their portfolio as the year begins. With the Federal Reserve expected to begin raising interest rates this year, investors will have a new concern to deal with...

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QuickBooks Tips and Techniques for Dental Offices (Both Levels 1 and 2)

Speaker: Karin Gillespie, Certified QuickBooks ProAdvisor
Length: 120 minutes

Many dental practices need professional assistance to effectively set up and manage their accounting software. In QuickBooks Level 1, learn the best tips and techniques specifically for dental offices, including how to: navigate QuickBooks; use our dental chart of accounts and code transactions; work with asset and liability accounts; utilize bank accounts, credit card accounts, and download online transactions; and run financial reports that will help you better manage your practice. In QuickBooks Level 2, you'll learn about...

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QuickBooks Tips and Techniques for Dental Offices (Level 2 only)

Speaker: Karin Gillespie, Certified QuickBooks ProAdvisor
Length: 60 minutes

(Level 2 of a two-level series) Many dental practices need professional assistance to effectively set up and manage their accounting software. Throughout the years, thousands of dentists have found QuickBooks to be an ideal solution to their day-to-day bookkeeping operations. With training and assistance from a QuickBooks professional, dental practices are able to easily manage their cash flow, check writing, expense tracking, and daily money management tasks. In QuickBooks Level 2, learn more of the best QuickBooks tips and techniques specifically for dental offices, including: features of QuickBooks 2014 software, reconciling bank and credit card accounts, 1099s for independent contractors, internal controls, and advanced reporting and budgeting.

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QuickBooks Tips and Techniques for Dental Offices (Level 1 only)

Speaker: Karin Gillespie, Certified QuickBooks ProAdvisor
Length: 60 minutes

(Level 1 of a two-level series) Many dental practices need professional assistance to effectively set up and manage their accounting software. Throughout the years, thousands of dentists have found QuickBooks to be an ideal solution to their day-to-day bookkeeping operations. With training and assistance from a QuickBooks professional, dental practices are able to easily manage their cash flow, check writing, expense tracking, and daily money management tasks. In Level 1, learn the best QuickBooks tips and techniques specifically for dental offices, including how to: navigate QuickBooks; use our dental chart of accounts and code transactions; work with asset and liability accounts; utilize bank accounts, credit card accounts, and download online transactions; and run financial reports that will help you better manage your practice.

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What Every Practice Needs to Know About Hiring an Associate

Speaker: Jonathan Martin, CPA and Patrick Craig, JD
Length: 60 minutes

A successful associateship can be a huge benefit to your practice by significantly increasing practice profits, providing a ready-made purchaser for a future practice transition, and/or allowing you to improve your quality of life by taking some much-needed extra time off. Conversely, a failed associateship can cause substantial added stress, as well as disastrous financial consequences for both the senior doctor and the practice. This webinar will address some of the most common mistakes we see senior doctors make with respect to associates, and provide practical advice for avoiding those mistakes in your practice.

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A Winning Strategy for Marketing Your Practice Online

Speaker: Chris Ratchford of Prodentite
Length: 60 minutes

While we continue to believe that internal marketing is the most cost-effective way to build your practice, doctors can’t ignore external marketing – especially online marketing strategies. But, it’s easy to get overwhelmed by all of the information out there regarding where a dentist should focus his/her efforts. And, with a lot of companies trying to sell many different marketing services, where do you even start? Before you invest heavily in online marketing, make sure you’re doing the basics. This webinar will give you a strong understanding of how to prioritize your online marketing strategies.

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The Future of Dentistry

Speaker: Charles Blair, DDS
Length: 90 minutes

PPO plans are dominating the marketplace...The growth of corporate and dentist-owned group practice is a real risk to most solo practices...Competition is increasing...What does the future of dentistry hold? Gain insight into the future of dentistry from one of the industry’s leading authorities on dental practice profitability, fee analysis, and insurance coding strategies. Learn how to counter corporate dentistry with the traditional practice. Gain knowledge of how PPOs work, when to join, and how write-offs can be minimized. This in-depth look at the demise of a cottage industry will be an eye-opener!

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The Skills of Outstanding Case Acceptance

Speaker: Landy Chase, MBA, CSP
Length: 60 minutes

A “perfect storm” of a volatile economy, better-educated patients, and increased competition have redefined the playing field for new patient acquisition. The days of easy sign-ups and endless referrals are largely over. In order to grow and prosper in the new economy, orthodontic and elective-procedure practices must...

(This course is geared toward orthodontists, doctors providing elective/cosmetic procedures, and treatment coordinators.)

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Advanced Roth IRA Conversion Strategies: When and Why Should You Convert?

Speaker: Brett Miller, CPA, CFP
Length: 60 minutes

Brett Miller of Select Consulting, Inc. discusses our unique IRA to Roth IRA conversion strategies and learn how to build a tax-free Roth IRA balance in excess of $1,000,000! Since 2010, virtually all doctors have been able to enjoy the benefits of a Roth IRA. While many doctors’ high incomes prevent them from directly funding Roth IRAs, most retain the ability to utilize Roth conversions to their advantage. While complex, we were shocked to discover that less than 30% of doctors have taken advantage of this incredible opportunity. With tax rates on the rise, the prospect of tax-free accumulation is too important to ignore!

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Protecting Your Practice From Embezzlement

Speaker: Shanna Morales, CPA
Length: 60 minutes

We've all heard horror stories regarding how much dental practices can lose every year if a trusted employee embezzles money. The strategies utilized by embezzlers often are simple, efficient and become more elaborate over time. These strategies, along with the tumultuous economy, have put doctors at a higher risk. Unfortunately, many dentists do not take the basic steps necessary to help prevent this theft. In this crucial webinar, we'll review the different roles you and your staff play within the dental practice, how to properly set up internal controls for your practice, how to best utilize built in practice management software tools, key indicators of a potential embezzler and steps to prevent hiring, and the necessary steps to protect your practice from embezzlement.

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Education Planning - How to Save and Pay for College Tax-Efficiently

Speaker: Brett S. Miller, CPA, CFP
Length: 60 minutes

Remember when sending your children to college didn’t threaten to break the bank? The cost of higher education is rising at an alarming rate and has no apparent signs of slowing down. Coupled with a tumultuous economy, parents must literally make every dollar count! Unfortunately, many dentists are missing some unique education planning opportunities that owning a dental practice affords. In this webinar you will learn how to both save and pay for college, all in the most tax-efficient manner.

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Common Dental Practice Transition Mistakes and How to Avoid Them

Speaker: Jonathan Martin, CPA
Length: 60 minutes

We’ve all heard the old adage “failing to plan is planning to fail.” This couldn’t be more true when it comes to practice transitions. There are many things to consider when planning your career in dentistry, and transitioning from one phase to the next. Things such as timing, taxes, structure, income distribution, and many others can be pitfalls for the unprepared, leading to unmet expectations, damaged relationships and lost money. In this webinar you’ll learn about some of the most common mistakes doctors have made in the past, the collateral damage that goes along with them, and most importantly, how you can avoid them.

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