As your practice reopens, you’re likely overwhelmed by all the COVID-19 related clinical changes. Yet, you need to boost your practice back up to your desired busyness level quickly, to help offset the higher costs. Meanwhile, you need to know how and when to use your EIDL and PPP loan funds, and the related tax breaks, to improve your cash flow, while maximizing loan forgiveness.

In this 35-minute presentation, Wes Lyon, CPA, CFP^® and John McGill, CPA, JD, will cover these hot topics, answer the most frequently asked questions, and prepare you to get back on track financially.

Objectives include:

• Business strategies to accelerate growth
• Staffing - legal and tax issues in bringing them back
• How to make best use of EIDL and PPP funds and maximize loan forgiveness
• Use practice tax breaks to increase your cash flow now
• Restarting your saving and investing program

John K. McGill

CPA, MBA, JD

John is a nationally prominent tax attorney and CPA who has specialized in dealing exclusively with the dental profession for more than 30 years. He is President of John K. McGill & Company, Inc., Editor of The McGill Advisory newsletter and shareholder in the law firm of McGill and Hassan, P.A. He graduated with honors from Erskine College and holds both a Master of Business Administration and law degree from the University of North Carolina at Chapel Hill. He formerly worked with the Office of Chief Counsel, the legal branch of the Internal Revenue Service, in Washington, DC. He is a member of the American Bar Association and the American Institute of Certified Public Accountants.

Wesley W. Lyon, II

CPA, CFP®

Wes is President and CEO of McGill and Lyon Dental Advisors, specializing in helping dentists and specialists nationwide. He's 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. Prior to joining the group, 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.