Avoid Mistakes and Maximize Financial Success

Are you running your dental practice efficiently? Or are you planning to buy or sell a dental practice? Or maybe you’re considering a transition in ownership? Whether you’re buying, selling or optimizing your existing practice, having the right tax strategies in place is important—especially as tax season begins.

In this one-hour webinar on Jan. 15 at 1 p.m., our experienced dental advisors, Jennifer Allen and Dani Clair, will share insights and strategies designed to help you:

  • Streamline Tax Planning: Discover year-round strategies to reduce your tax liability, take advantage of key deductions and prepare for tax season with ease.
  • Navigate Ownership Transitions: Learn how to approach buying or selling a practice with confidence, from valuation methods to understanding tax implications.
  • Maximize Practice Value: Strengthen enterprise goodwill, close “value gaps” and ensure your practice is set up for financial success.
  • Avoid Common Mistakes: Gain clarity on the pitfalls that often derail dental practice owners, such as unrealistic value expectations, poor financial organization and delayed advisor involvement.

Who Should Attend?

  • Dental practice owners looking to optimize financial performance.
  • Dentists preparing for ownership transitions.
  • Professionals eager to align their tax strategy with personal and practice goals.

Tax season is here, making it the ideal time to focus on your financial health. With guidance and practical tips, you’ll leave this session better equipped to make informed decisions for your practice and your future.