Daily Summary

8:00am-9:00am:  Check-In / Breakfast
9:00am–4:00pm:  Full-Day Sessions (6 CE hours each)
12:00pm-1:00pm: Lunch with Speakers
4:00pm-5:00pm: Networking Reception

This one-day course will provide you with winning financial strategies to develop a game plan to increase your net worth, reach financial freedom, and reduce stress. This hard-hitting program contains “inside information” that you simply can’t find elsewhere - gleaned from over 40 years of working exclusively with the dental profession. PLUS -- our venue is just minutes away from Truist Park, Home of the Atlanta Braves and their Home Opener is the night of our seminar. Take advantage of this tax-deductible experience to glean valuable tips to achieve financial freedom in the home of the Braves!

Full Schedule

Friday, April 05, 2024

9:00 AM - 4:00 PM

Tax and Financial Planning for Practice Owners

Take control of your financial future now. This course is specifically designed for early- to mid-career dental practice owners who want to make sound financial and business decisions today that will set the foundation for long-term success and financial freedom. Through practical strategies and insights gleaned from over 40 years of working exclusively with the dental profession, this program empowers dentists to optimize their practice operations, increase profitability, and build wealth. Whether you’re interested in growing your practice or simply optimizing it, you’ll gain the tools you need to navigate these opportunities effectively while avoiding costly mistakes. By focusing on actionable steps to streamline your practice, reduce financial waste, and enhance efficiency, you can position yourself for a thriving career and a stress-free future—without losing sight of your short- and medium-term goals. By the completion of this course, you’ll be able to:

• Implement strategies to slash income taxes
• Determine the best way to structure an associateship or partnership
• Understand how DSOs are impacting the marketplace
• Recognize areas to boost revenue and cut overhead
• Apply winning savings and debt reduction strategies
• Cut children’s educational costs by 30% or more
• Save thousands in unnecessary insurance costs
• Identify tax-deductible retirement savings strategies
• Maximize tax-free income Increase business tax deductions

Intended Audience: Doctors more than 10 years from retirement.