Financial Independence

Monday Session

Moderator: Allan H. Charles 

Program Track: Practice Development and Management 

Reducing taxes, wise planning for retirement and optimizing a practice transition and sale of the practice should be every dentist’s goal. Smart tax planning yields additional cash flow, and coupled with consistent savings, will provide a money pool for retirement. There 
are a multitude of approaches to practice transitions, and several of the best will be outlined for a roadmap. 

Educational Objectives: 
• Learn the typical tax reduction strategies available to the dentist. 
• Discuss the basic type of retirement plans available. 
• Determine how to make it win-win for a practice transition.