Half-Day or Full-Day

Achieving Financial Independence

Join the 5% of dentists who can afford to retire at age 65. Using these winning financial strategies, you can 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 40 years of working exclusively with the dental profession...

Full-Day

Associateships and Partnerships: What's Best for Me?

Half-Day or Full-Day

Doctors Approaching Retirement

You will face more decisions in the last few years of practice than at any other time throughout your career, and these decisions will be some of the most important you'll ever make...

Full-Day

DSOs: Fact vs. Fiction

Half-Day

Estate Planning, FLPs, and Asset Protection Strategies

Are you paying too much and ending up with too little? This course will show you the current pertinent federal estate and gift tax rules (e.g. available exemption amounts, deductions, credits, tax rates, etc.). This course will also show you how to implement aggressive family tax planning strategies to dramatically slash taxes, as well as successful estate planning and various asset protection strategies, and how to...

Half-Day

Maximizing Your Wealth

When it comes to wealth, doctors often don’t know where to turn for sound financial advice.  Even before graduating dental school, most doctors have already had their first interaction with a “financial expert” looking to help them.

Full-Day, Half-Day or 1-Hour

Owe Less, Save More: Top Tax and Financial Strategies for Doctors

Join the 5% of dentists who can afford to retire at age 65. Using these winning financial strategies, you can 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 40 years of working exclusively with the dental profession...

Half-Day or Full-Day

Tax Saving Strategies and Legal Issues in Transitions

This course covers the various legal structures of practice transitions, the practical effects, advantages and disadvantages of each, as well the tax ramifications to each party. Learn about proper planning and structuring to avoid pitfalls, and how to optimize tax results for both buyer and seller.

Half-Day or Full-Day

Traditional Transitions: Doctor-to-Doctor

Full-Day

Transition Pathways: Choosing Your Exit Strategy

Whether you are 5 years or 10 years from transitioning out of your practice, experience has proven that the most successful transitions are those that are well-planned.

Half-Day or Full-Day

Transitions: Secrets to Success Despite All the Change

Dentistry today is in the early stages of massive change in terms of practice values, new tax strategies, insurance reimbursement rates, PPOs, corporate dentistry, and the retirement of Baby Boomers. Learn how to position your practice in order to...

Full-Day

Year-End Tax Planning Strategies

Year-end tax strategies to slash your personal and practice income taxes and prepare you for upcoming tax law changes.

1-Hour

How to Increase the Value of Your Dental Practice

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...

Full-Day, Half-Day or 1-Hour

Owe Less, Save More: Top Tax and Financial Strategies for Doctors

Join the 5% of dentists who can afford to retire at age 65. Using these winning financial strategies, you can 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 40 years of working exclusively with the dental profession...

1-Hour

Prelude to a Transition: What to Consider Before Choosing a Transition Pathway

Few decisions in your life will have as large of an impact as your practice transition, both qualitatively and quantitatively. Given this, whether buying or selling a practice, it is never a good idea to put the cart before the horse and...

1-Hour

Tips on Becoming Financially Independent in Today's Economy

Only a small percentage of dentists can actually afford to retire at age 65 and maintain their current standard of living. Discover the financial tips you should consider implementing to build your net worth and...

1-Hour

Top Tax, Financial Planning, and Investment Strategies for New Doctors

When starting your dental career, it's important to set goals and establish an overall game plan. In this exciting course, you'll hear financial tips to help guide you...