McGill Advisory
Member Webcast Videos
Drilling It Down webcast series recordings and video resources to help you achieve personal and practice financial success.
The McGill Advisory Drilling It Down Webcast November 2024
Wes and Liam discuss key mistakes in retirement planning, selecting the correct health insurance, and the intricacies of real estate investments for dental practices. They also tackle the handling of children's Roth IRAs and discuss Landy Chase's treatment acceptance strategies.
The McGill Advisory Drilling It Down Webcast October 2024
On this episode of Drilling It Down, Wes and Tyler examine the implications of PPO agreements on dental practice profitability, how AI can improve patient experience, the effects of the election on the stock market, and much more.
The McGill Advisory Drilling It Down Webcast September 2024
In this episode of Drilling It Down, Wes and Mario cover student loan management and practice valuation. Mario outlines strategies for attracting skilled hygienists through effective compensation systems while maintaining practice profitability. They also touch on inherited IRA distributions and essential tax planning for those nearing retirement.
The McGill Advisory Drilling It Down Webcast August 2024
Join us on this episode of Drilling It Down as we discuss tax savings strategies, hygienist recruitment tips, spending in retirement, and stock market dynamics. Financial experts, Wes and Tyler, share advice on portfolio management and efficient account collection tools. Stay tuned in to future episodes for more on AI and technology's impact on dentistry!
The McGill Advisory Drilling It Down Webcast July 2024
Wes and Mario sit down to discuss tax strategies like incorporating spouses into payrolls for retirement planning and utilizing Health Savings Accounts (HSAs) for tax-free college funding. They also touch on Roth IRAs and offer insights into the current transitions market.
The McGill Advisory Drilling It Down Webcast April 2024
In this episode of Drilling It Down, Wes Lyon and Tyler Ott chat about Biden's "Green Book" proposal and its possible tax implications, the disadvantages of permanent life insurance, and how your college-age children can earn tax-free income!
The McGill Advisory Drilling It Down Webcast March 2024
In this episode of Drilling It Down, Wes Lyon and Tyler Ott cover insights on the net investment income tax, signs of overstaffing in dental practices, and common mistakes in divorces.
The McGill Advisory Drilling It Down Webcast February 2024
In this episode, Wes and Liam briefly cover ERC updates, then delve into the DSO market, a bipartisan tax deal making its way through Congress, and the most common retirement plan mistakes.
The McGill Advisory Drilling It Down Webcast January 2024
Happy New Year! On this episode, Wes and Mario discuss retaining hygienists in a tight labor market, how the new estate tax rules may affect you, and briefly touch on the IRS's crack down on the ERC.
The McGill Advisory Drilling It Down Webcast December 2023
Join Mario Santiago and Tyler Ott as they host the the last Drilling It Down of 2023! With year-end in two weeks, Mario and Tyler discuss the best ways to cut taxes prior to the new year. They also discuss the fiduciary duty of investment advisors, how to improve the patient experience, staff compensation strategies, and more.
The McGill Advisory Drilling It Down Webcast November 2023
Sit down with Wes and Liam as they discuss the impact of PPOs on dental practices, the challenges of transitioning away from insurance dependence, and the importance of providing a positive patient experience. They also touch on selling dental practices, the Employee Retention Credit, and investment strategies for a potential recession.
The McGill Advisory Drilling It Down Webcast October 2023
Understand the inherent risks and rewards of aligning with a DSO as Wes and Jonathan dive deep into the turbulent world of dental services. They also highlight the growth in partnerships and group practices over the years, what to do if you're sitting on excess cash, the rampant tax fraud caused by Employee Retention Tax Credit claims, and how to reactivate patients now that year-end is approaching.
The McGill Advisory Drilling It Down Webcast September 2023
Mario and Wes sit down to discuss the current state of the DSO market, the importance of tracking external marketing efforts through Google Analytics, the best strategies for maximizing business tax deductions, and more. Stick around 'til the end to hear the advisors' take on the ever-controversial Employee Retention Credit. Lastly, Wes has some exciting announcements regarding enhancements to the newsletter member experience!
The McGill Advisory Drilling It Down Webcast August 2023
Join in as our hosts discuss key takeaways of financially independent doctors and the importance of financial planning. They will also explore the impact of student loan relief plans, hygienist shortages in the dental industry, and investment diversification. Additionally, Wes shares exciting news about the future of our newsletter!
The McGill Advisory Drilling It Down Webcast July 2023
In this episode, our hosts discuss everything from retirement funding, estate planning, idle cash, investment strategies, and anything in between. Common mistakes are highlighted, and advice is offered on how to maximize your returns while minimizing your taxes.
The McGill Advisory Drilling It Down Webcast June 2023
You don’t want to miss this episode! Wes and Mario break down what counts as tax fraud and how to avoid jailtime, how to plan a tax-deductible vacation, insurance processing, and a new option for your transition plan.
The McGill Advisory Drilling It Down Webcast May 2023
Advisor Tyler Ott, CPA joins Wes to discuss the DSO vs. D2D (doctor-to-doctor) transitions, getting practice financing, and ways you can increase your practice profitability without increasing your workload.
The McGill Advisory Drilling It Down Webcast April 2023
This month, Wes and Mario cover how you can slash your tax burden in your practice, at home, and for your estate. You don’t want to miss this one!
The McGill Advisory Drilling It Down Webcast March 2023
With change on the horizon, Wes and Mario dive into the proposed non-compete ban, the future of DSO transitions, dental insurance reform, and more!
The McGill Advisory Drilling It Down Webcast February 2023
This month, Wes and Mario drill down the February issue and go in-depth on how to deal with high interest rates, the proposed non-compete ban, and how to maximize your retirement plan results.
The McGill Advisory Drilling It Down Webcast January 2023
We’re back! And ready to start 2023 off right with info on the new retirement plan rules, tips for maximizing your pay strategy, and guidance on how to combat the looming recession.
The McGill Advisory Drilling It Down Webcast August 2022
Concerned about the decline in dental demand? Are you ready for the incoming IRS audit avalanche? Host Wes Lyon, CPA, CFP sits down with colleague Mario Santiago, CPA to share their tips and tricks on how you can boost production, increase efficiency, and protect yourself against the taxman.
The McGill Advisory Drilling It Down Webcast July 2022
This month, host Wes Lyon is joined by Mario Santiago, CPA to discuss how to boost your profitability even with the current demand for dentistry declining, what exactly “rollover equity” means, and what your best plan of action is for handling the stock market downturn.
The McGill Advisory Drilling It Down Webcast June 2022
Concerns over how to provide competitive compensation for hygienists is top of mind for most doctors. Hosts Wes Lyon and Jonathan Martin discuss ways you can creatively retain your employees, plus an outlook on the current dental practice market.
The McGill Advisory Drilling It Down Webcast April 2022
The combination of rising interest rates, inflation, and the Russian-Ukrainian war are causing much economic uncertainty. Additionally, many dentist-owners are also facing a reduction in staff, as well as more patients pushing back against treatment. Host Wes Lyon is joined by tax and business planning advisor Mario Santiago to share strategies for retaining team members and improving your treatment acceptance rates, even amid today’s uncertainty. Plus, they discuss the best way to pay down student debt.
The McGill Advisory Drilling It Down Webcast March 2022
With concerns over current world events and the effect on the markets, co-hosts Wes Lyon and Jonathan Martin discuss strategies to help you navigate what you can and cannot control.
The McGill Advisory Drilling It Down Webcast January 2022
With staffing shortages on everyone’s mind, hosts Lyon and Martin discuss strategies to help you retain your employees and avoid costly turnover. Plus, find out which tax strategies the IRS is targeting and how you can avoid their crosshairs.
The McGill Advisory Drilling It Down Webcast December 2021
This month, hosts Wes Lyon and Jonathan Martin cover last-minute ways you can slash your taxes for 2021, as well as strategies to increase your practice profitability for 2022. Plus, Martin discusses some of the critical elements to consider when reviewing an offer from a DSO.
The McGill Advisory Drilling It Down Webcast November 2021
Do you know the fastest way to reach financial independence? Retirement plan contributions! This month, Wes and Jonathan sit down to discuss optimizing your retirement plan to fast-track financial freedom, the upcoming safe harbor deadline, and how to monitor your personal finances to ensure your savings plan is on-track.
The McGill Advisory Drilling It Down Webcast October 2021
Our hosts kick off Episode 15 with the hot topic on everyone’s mind—the proposed tax law changes and how these new laws may affect high income doctors. They also discuss the new Phase 4 Provider Relief Funding, how to combat rising staff costs, and announce an exciting new seminar series you won’t want to miss!
The McGill Advisory Drilling It Down Webcast September 2021
This month, Dr. Leon Klempner and Amy Epstein of People & Practice join host Wes Lyon to discuss winning marketing strategies to gain more full fee patients when dropping PPOs.
The McGill Advisory Drilling It Down Webcast August 2021
On Episode 13, hosts Wes Lyon and Jonathan Martin discuss the pending infrastructure bill, the perils of jumping into selling your practice, investing in real estate, and 401(k) safe harbor plans.
The McGill Advisory Drilling It Down Webcast July 2021
Episode 12 opens by acknowledging The McGill Advisory's 35th Anniversary and Wes Lyon recaps 3 of our top 35 financial lessons learned over 35 years, from the July 2021 cover article. Your co-hosts also discuss practice purchase financing, reminders for PRF reporting and PPP loan forgiveness, as well as touch on proposed tax law changes.
The McGill Advisory Drilling It Down Webcast June 2021
In the 11th episode of Drilling It Down, co-hosts Wes Lyon and Jonathan Martin welcome back Wade Coleman, practice transition advisor at Roger K. Hill & Company. They focus on practice transitions and cover a lot of ground as they dive into EBITDA calculations, how FMV of clinical services varies among DSOs, and more.
The McGill Advisory Drilling It Down Webcast May 2021
On episode 10 of Drilling It Down, host Wes Lyon welcomes back Jeff Harrell, CFA, Director of Portfolio Management at McGill Advisors, a division of Brightworth. With his unique perspective, Harrell addresses investors' common questions on inflation, interest rates, and cryptocurrencies.
The McGill Advisory Drilling It Down Webcast April 2021
Episode 9 of Drilling It Down kicks off with an Employee Retention Credit update, then summarizes highlights from recent McGill & Hill Group events and conversations with doctors—including two tax traps to avoid, DSOs (and how to know whether selling to one is right for you), and having a sound financial gameplan.
The McGill Advisory Drilling It Down Webcast March 2021
On Episode 8 of Drilling It Down co-host Jonathan Martin covers DSOs' current impact on the marketplace and Wes Lyon takes a deep dive into file an extension on your corporate tax return, plus PPP, EIDL and the Employee Retention Credit.
The McGill Advisory Drilling It Down Webcast February 2021
In the 7th episode of Drilling It Down, co-hosts Wes Lyon and Jonathan Martin are joined by Bill Rossi of Advanced Practice Management to drill down the fundamentals of PPO participation.
The McGill Advisory Drilling It Down Webcast January 2021
On episode 6 of Drilling it Down our co-hosts discuss how to qualify for the second round of PPP funding, the employee tax credit, inflated pricing on EBITDA calculations, and what to do if you receive documents from a corporate buyer.
The McGill Advisory Drilling It Down Webcast December 2020
Episode 5 of Drilling It Down addresses President-Elect Biden’s tax plan, PPP loan forgiveness application updates, paid sick leave reminders, tax-free staff bonuses related to COVID-19, how to prepare for another possible shutdown, plus tax and savings tips for 2021.
The McGill Advisory Drilling It Down Webcast November 2020
On episode 4 of Drilling It Down, we discuss the 2020 election, provide a COVID-19 relief update—specifically related to PPP loan forgiveness and HHS Funding Phase 3, and remind members about open enrollment season for selecting health insurance coverage so you can select the best health insurance plan for your family.
The McGill Advisory Drilling It Down Webcast October 2020
Episode 3 of Drilling It Down addresses Phase 3 of HHS Provider Relief Funds, outlines the key concerns of investors as the 2020 Presidential Election approaches, and speaks to one of our most received questions from members—what are the tax ramifications of the election?
The McGill Advisory Drilling It Down Webcast September 2020
On episode 2 of Drilling It Down, we address key concerns of the continued impact of COVID-19, share an orthodontist's recent experience with a predatory brokerage outlet, outline critical questions to consider when approached by a DSO, plus highlight relevant articles from The McGill Advisory archives, including "How to Double or Triple Your Tax Free Rental Income."
The McGill Advisory Drilling It Down Webcast August 2020
A new webcast series for members has launched! On the pilot episode of Drilling It Down, we review two August 2020 articles - "12 Steps To Take If An Employee Tests Positive For COVID-19" and "Forget the Balance Billing Scare! Act Now To Receive Provider Relief Fund Payments," as well as offer detailed advice about having the right advisors and cover several member questions.
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