Advanced Tax, Transition & Income Planning for Before, During & After Practice Transition Part 2

Advanced Tax, Transition & Income Planning for Before, During & After Practice Transition Part 2

  • Fri, Nov 12, 2021 | 3:30 PM - Fri, Nov 12, 2021 | 5:00 PM

Sam Martin, MBAtax, CFP(r), CPA 

Subject: Finance
Primary Audience(s): Dentist
Additional Audience(s): N/A

CE Credits: 1.5

This lecture is valuable for mid- to late-career dentists who are intent on plotting out a successful course for profitability, practice value, well-planned transition and retirement.

Learning Objectives

  • Understand the power of written goals, plans and implementation for long-term success.
  • Learn how to keep more of your hard-earned money by understanding key tax traps and advantages surrounding transition and beyond.
  • Learn how to plan a successful retirement with practice, transition and global cash flow and tax planning.

Martin-Sam

Sam is the Director of Wealth Management and Advanced Tax Planning and Principal of Dental Group LLC, Dental Wealth Advisors LLC and DG Transitions LLC.

Sam is an accounting graduate of the University of Montana and holds a Masters in Federal Income Taxation from Golden Gate University. Sam is a Certified Public Accountant (CPA) and Certified Financial Planner (TM) (CFP (r). Sam and the Dental Group are members of the Academy of Dental CPAs, a nationwide affiliation of like-minded CPA practices dedicated to improving the practices and lives of some 6,000 plus dentists and their families.


PACE Approval 2019
"State":"WA"