Your Dental Consulting Advisors

The expert advisors of McGill & Hill Group offer comprehensive dental financial consulting – including tax and retirement planning, dental practice transitions, legal and accounting services – designed to help you reach your personal and professional goals.

 

Dentist Tax, Business and Retirement Planning
Provided by John K. McGill & Company, Inc.


  • dentist retirement consultant
  • 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.

  • advisory-icon-small RECENT ARTICLES BY JOHN MCGILL
  • Top 50 Year-End Tax Planning Strategies

  • Top 30 Strategies To Maximize Your Practice Profits

  • dentist retirement consultant
  • Brad A. Kucharo, CPA, CFP®

    Brad joined McGill & Hill Group in November 2007. He graduated from the University of Iowa and holds both a Bachelor of Business Administration degree and Master of Accountancy degree. Brad obtained his Certified Public Accountant certificate in 2007 and his Certified Financial Planner™ certificate in 2008. He formerly worked at PricewaterhouseCoopers, LLP in the Personal Financial Services Group performing tax and financial planning services for high net-worth individuals. He is a member of the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants.

  • advisory-icon-small RECENT ARTICLES BY BRAD KUCHARO
  • How Long Should You Keep Your Records? (Online-Only Article)

  • Inherited IRAs - Making The Most Of The Complex Rules

  • Andrew D. Tucker, JD, CPA, CFP®

    Andrew joined McGill & Hill Group in June of 2014. Prior to this, he practiced law as a tax and wealth planning attorney, counseling high-net-worth individuals on sophisticated tax planning and wealth preservation strategies. Before practicing law, Andrew served as a financial planner for tech entrepreneurs in Raleigh, NC. He is a graduate of North Carolina State University with degrees in Political Science and Public Communications, and holds a Juris Doctor and a Masters in Trust and Wealth Management, with honors, from Campbell University. Andrew is a member of the North Carolina Bar Association.

  • advisory-icon-small RECENT ARTICLES BY ANDREW D. TUCKER
  • Protect Your Child's Inheritance With A “Backdoor Prenup”

  • How To Cut Your Losses From Natural Disasters (Online-Only Article)

  • Wesley W. Lyon II, CPA, CFP®

    Wes joined McGill & Hill Group in February 2017. He 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 McGill & Hill Group, Wes worked for a global asset management firm in Charlotte. 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. Wes began his career in public accounting specializing in tax and audit for non-profits.

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Dental Practice Transitions & Brokerage
Provided by Roger K. Hill & Company, Inc.


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  • Roger K. Hill, MSA, ASA

    Roger is an accredited senior appraiser (ASA) of the American Society of Appraisers, who has also earned the coveted MSA, specifically geared to the business of your practice. With over 30 years of experience serving dentists across the United States, Roger is an active speaker, frequently addressing national and state study clubs and other professional groups. He has published extensively, and recently published a book about practice transitions (published by the American Dental Association). In business since 1979, Roger joined The McGill & Hill Group in 1997.

  • advisory-icon-small RECENT ARTICLES BY ROGER HILL
  • 7 More Winning Practice Transition Strategies

  • Understanding The New Valuation Metric: EBITDA

  • dental practice transitions consultant
  • Jonathan R. Martin, CPA

    Jonathan joined McGill & Hill Group in September of 2005. He earned bachelor's degrees in both accounting and finance, and a Master of Accountancy degree from the University of North Carolina at Charlotte. Jonathan works with dentists and dental specialists across the United States assisting them with their transition needs, and speaks regularly at dental schools and study clubs. He is a member of the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants.

  • advisory-icon-small RECENT ARTICLES BY JONATHAN MARTIN
  • Practice Transition “Train Wrecks” And How To Avoid Them

  • Six Steps To Boost Your Practice's Sale Value (Online-Only Article)

  • dental practice transitions consultant

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Legal Services
Provided by McGill and Hassan, PA


  • dental legal services consultant
  • Blake W. Hassan, CPA, JD

    Blake is a shareholder in the law firm of McGill and Hassan, P.A. Blake has been in private practice as an attorney (licensed in North Carolina only) since 1993 and has been a Certified Public Accountant (North Carolina) since 1988. He is a member of the Mecklenburg County Bar, North Carolina Bar and American Bar Associations, the North Carolina Association of Certified Public Accountants and the American Institute of Certified Public Accountants. Blake is an honors graduate of Louisiana State University and received his law degree, with honors, from the University of North Carolina. Before law school, he spent 5 years in public accounting. Blake began his affiliation with The McGill & Hill Group, LLC in May 1998 when he joined John K. McGill, Attorney at Law as an associate attorney. Blake and John subsequently formed McGill and Hassan, P.A. as co-shareholders in May 1999.

  • advisory-icon-small RECENT ARTICLES BY BLAKE HASSAN
  • Solving Common Group Practice Challenges

  • How To Handle Practice Real Estate Matters

  • dental legal services consultant
  • dental legal services consultant
  • John K. McGill, CPA, MBA, JD

    John is a nationally prominent tax attorney (licensed in North Carolina only) and CPA (North Carolina) who has specialized in dealing exclusively with the dental profession for more than 30 years. He is President of John K. McGill & Company, Inc., Chief 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.

  • advisory-icon-small RECENT ARTICLES BY JOHN MCGILL
  • Top 50 Year-End Tax Planning Strategies

  • Top 30 Strategies To Maximize Your Practice Profits

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Dental Accounting Services
Provided by Elliott Davis Decosimo, PLLC


  • W. Mark Rudolph
  • W. Mark Rudolph, CPA

    Mark is a dental services practice leader of Elliott Davis Decosimo. He focuses on providing accounting, tax and consulting services to dental practices and professional service providers. With more than 25 years of group practice experience, Mark helps growing practices evaluate and develop strategic financial, tax and business opportunities. He helps cultivate a shared vision while assisting with fraud prevention, financing, cash flow, and business succession strategies. Mark is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants.

  • dental accounting consultant
  • dental accounting consultant
  • Susan Harris Hileman, CPA, CFP®

    Susan is a CPA and a Senior Tax Manager at Elliott Davis Decosimo. She has spent most of the past decade as a tax accountant, and has worked almost exclusively with dentists since 2005. Susan teaches her clients how to budget, understand cash flow, interpret tax returns and find ways to control clinical expenses. She is a member of the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants.

  • advisory-icon-small RECENT ARTICLES BY SUSAN HILEMAN
  • How To Qualify Your College-Aged Child As “Independent” For Maximum Tax And Financial Aid Benefits

  • Holden E. Sours, CPA

    Holden is a Tax Manager who has been working exclusively with dental professionals since joining Elliott Davis Decosimo in 2009. She focuses on the unique aspects of tax compliance and targeted financial planning as they relate to dental practices, in order to help doctors achieve their financial goals. She graduated from Clemson University where she received her Bachelor's degree in Accounting and Masters in Taxation. Holden is a member of the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants.

  • advisory-icon-small RECENT ARTICLES BY HOLDEN SOURS
  • How To Increase Your Business Car Deductions While Simplifying Bookkeeping (Online-Only Article)

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Retirement Plan Administration
Provided by PenSys, Inc.


  • dental retirement consultant
  • Jared Hollands, EA, CPC, MSPA

    Jared is the East Coast Regional Director for PenSys, Inc. and joined McGill & Hill Group in November of 2014. He is an expert in ERISA, as well as administration and consultation of all types of qualified retirement plans. Jared is an enrolled actuary and specializes in helping dental professionals create, implement, and maintain a quality plan design. Jared earned his bachelor's degree in Business Administration (Finance & Economics Concentrations) from Central Michigan University in 2004 and is a credentialed member of the American Society of Pension Professionals and Actuaries and a member of the Society of Pension Actuaries.

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Investment Management
Provided by McGill Advisors


  • dental financial consultant
  • Robert V. Sytz, Jr., CPA, CFP®

    Bob is Division Partner-In-Charge and Wealth Advisor of McGill Advisors. As the founder of McGill Advisors, Bob has more than 25 years of professional experience in financial and investment planning. He earned a bachelor's degree in accounting from the University of North Carolina at Charlotte. He became a Certified Public Accountant in 1984 and a Certified Financial Planner™ practitioner in 1986. He is a member of the Financial Planning Association and the North Carolina Association of Certified Public Accountants.

  • advisory-icon-small RECENT ARTICLES BY ROBERT SYTZ, JR.
  • Slash Taxes While Conserving Cash Using Donor-Advised Funds

  • Why HSAs Are The Ultimate Tax-Saving Device

  • dental financial consultant
  • Jeffrey A. Harrell, CFA

    Jeff is a Wealth Advisor and Director of Portfolio Management at McGill Advisors. He joined McGill Advisors in June of 2000 after graduating from California State University at Sacramento with a degree in Business Administration (Finance Concentration). He formerly worked at London Pacific Advisors as a research analyst. Jeff obtained his Chartered Financial Analyst designation in 2003, and is a member of the CFA Institute and the CFA North Carolina Society.

  • advisory-icon-small RECENT ARTICLES BY JEFFREY HARRELL
  • Active Vs. Passive Investing - What's Best For Your Returns? (Online-Only Article)

  • 2018 Financial Market Outlook

  • dental financial consultant
  • dental financial consultant
  • dental financial consultant
  • Eric A. Harbert, CPA, CFP®

    Eric is a Partner and Wealth Advisor at McGill Advisors. He joined McGill Advisors after having worked for a local tax and wealth management firm for 10 years. He earned bachelor's and master's degrees in Accounting from the University of North Carolina at Charlotte. Eric became a Certified Public Accountant in 2009 and a Certified Financial Planner™ practitioner in 2011. He is a member of the American Institute of Certified Public Accountants, North Carolina Association of Certified Public Accountants and the Financial Planning Association.

  • dental financial consultant
  • Thomas W. Farmer, CFP®, C(k)P®

    Thomas is a Wealth Advisor at McGill Advisors. He graduated from The University of the South in Sewanee, TN with a bachelor's degree in English and a concentration in Economics. Prior to joining McGill Advisors, Thomas worked for a wealth management group at a national brokerage firm for over 9 years. He became a Certified Financial Planner™ practitioner in 2011, earned the Certified 401(k) Professional designation in 2014, and is a member of the Financial Planning Association.

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