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Is it legal to lower your tax liability after the year is over? Yes! In this webinar, Mario Santiago, CPA, CFP and Tyler Ott, CPA sit down to discuss proven strategies you can use to slash your taxes and get the most out of your money, such as:

• Increasing cash flow for retirement funding
• Making maximum HSA contribution
• Deducting medical insurance premiums
• Minimizing Medicare tax on personal investment income
• Converting state income taxes into deductible business expenses
• And more!

Don't miss these expert tax planning strategies that can save you thousands!

Mario G. Santiago

CPA, CFP®

Mario is a Tax and Business Planning advisor for McGill and Lyon Dental Advisors. He previously worked as a public accountant for Deloitte & Touche in New York City serving a large financial institution. Mario is a graduate of the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill and holds a degree in Business Administration and Public Policy, as well as a Master of Accounting degree. He has also earned his Certified Public Accountant Certificate, as well as his Certified Financial Planner™ certificate. As the son of two dentists, Mario has been familiar with The McGill & Hill Group since a young age. Prior to joining the group full-time, he interned with them over several years. Mario combines his background in dentistry and business/financial expertise to help dentists achieve their short and long-term financial goals.

Tyler G. Ott

CPA, CFP®

Tyler is a Tax and Business Planning advisor for McGill and Lyon Dental Advisors. He graduated Summa Cum Laude from Virginia Tech with a degree in Accounting and Finance. He holds his Certified Public Accounting Certificate in Virginia and North Carolina. He has also earned his Certified Financial Planner™ certificate. Before relocating to North Carolina and coming to McGill and Lyon Dental Advisors, Tyler managed the financial forecasting and modeling team for the Capital Markets division at Freddie Mac. Prior to that he worked in public accounting at KPMG focusing on structured finance.