Speaker: Sam Martin, MBAtax, CFP, CPA
Cost: FREE for members 0-10 years out of dental school
Complimentary dinner provided.
Course Info
This session will give you a deeper knowledge on the money flow from treatment to taxes. Areas that will be covered include:
- Treatment of Patients and related charges
- Collecting from patients
- Collecting from insurance and other third-party payors
- Adjustments/Write-offs
- Accounts Payable/Overhead, paying the bank, paying Uncle Sam
- Supporting your lifestyle | Investing for your future
- Overseeing the Process & Reducing the chance of Fraud/Embezzlement
Register Here
Objectives
At the completion of this presentation, you will be able to:
- Better understand the production needed to have a successful business
- Understand how to create a process to collect payment from patients vs. insurance and third-party payors
- Better understand how to account for overhead and ensure your business is profitable
Speaker Bio
About Sam Martin, MBAtax, CFP, CPA
Mr. Martin is a co-founder of the Dental Group Companies, which is dedicated to helping dentists make smart financial decisions. He is the director of Wealth Management and Advance Tax Planning Strategies.