We want to help doctors save as much money in taxes as possible – without crossing a line that’s hard to come back from. In part one of this two-part presentation, Wes Lyon, CPA, CFP^® will walk you through 2 high-risk tax schemes to avoid in order to prevent an IRS target on your back:

• Conservation Easements
• R&D Tax Credits

While these are legitimate tax strategies, most doctors will not qualify for them. Our goal is to explain:

• What they are
• How they are promoted to doctors
• Why doctors shouldn’t participate in them
• Who does qualify

This webcast was recorded on April 6, 2021 and is being offered complimentary on behalf of McGill & Hill Group!

Need more expert advice to help you maximize tax savings while reducing audit risk? For information on our Tax and Business Planning program provided by John K. McGill & Company, call 877.306.9780.

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.