Wes is a graduate of Virginia Tech and holds degrees in both accounting and finance. He has obtained his Certified Public Accountant Certificate as well as his Certified Financial Planner™ certificate. He is President and CEO of McGill and Lyon Dental Advisors. a member of McGill & Hill Group. Prior to joining the group as a tax and business planning advisor, Mr. Lyon worked for a global asset management firm. Before relocating to Charlotte, he served as a financial planner and
business advisor to high net-worth individuals in the Washington, D.C. metro area. Mr. Lyon began his career in public accounting specializing in tax and audit for non-profits.
business advisor to high net-worth individuals in the Washington, D.C. metro area. Mr. Lyon began his career in public accounting specializing in tax and audit for non-profits.
Presenting at These Upcoming Seminars
Principles for a Successful Retirement: Napa Couples Seminar
July 22-23, 2022
Foundations for Financial Success: Disney Seminar
September 15-16, 2022
Navigating DSOs: What's Best for You?
October 7-8, 2022
2nd Annual McGill & Hill Group Summit
November 4-5, 2022
Principles for a Successful Retirement: Phoenix Seminar
January 13-14, 2023
Tropical A-La-Carte Series: Solutions for Financial, Tax, and Business Success
February 13-17, 2023
Foundations for Financial Success: Ski Seminar
March 9-10, 2023
Transitions A-La-Carte Series: Securing a Successful Retirement
June 15-16, 2023
Presented at These Archived Webinars
Proposed Tax Changes and Year-End Planning to Slash Taxes
65 minutes
Don’t File Your 2020 Taxes Until You Hear This!
90 minutes
Tax Traps to Avoid
45 minutes
Highlights of the New Economic Stimulus Law
65 minutes
Accelerate Your Financial Recovery
35 minutes
COVID-19 and PPP Update: Staffing and Loan Forgiveness
66 minutes
Featured Articles by Wesley W. Lyon, II
Tax | Practice/Corporation
Take Advantage Of Tax-Free COVID-19 Reimbursements For You And Your Staff
Read ArticlePersonal Finances | Budgeting, Spending, Saving
20 Ways To Cut Your Personal Spending Now
Read ArticleFree Resources
Get Connected to Expert Advice
Increase your practice profits and personal wealth with free news & strategies–handpicked by McGill & Hill Group's leading experts.
Sign UpNEWS/ALERTS
Coronavirus Resource Center for Dentists and Specialists
Articles, updates, and resources to help you successfully navigate the impact of COVID-19 on your dental or specialty practice and personal finances.
Go To COVID-19 ResourcesCard Security Code
The card verification value is an important security feature for credit card transactions on the internet.
MasterCard, Visa and Discover credit cards have a 3 digit code printed on the back of the card while American Express cards have a 4 digit code printed on the front side of the card above the card number.
Visa, MasterCard & Discover
American Express
