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Managing Your Practice for Greater Profits and Less Stress
Learn how to recession-proof your practice! During this seminar, you will discover the powerful practice tools that can immediately increase production, decrease time spent at the office, create a harmonious working dental team, and de-stress your life! The backbone of these skills is leadership, clear communication, well-defined goals, and a compelling vision for the direction of your practice...and your life! You will also learn how to increase practice profits by managing by the numbers - - how to properly categorize expenses, prepare practice budgets, and receive financial statements that compare your actual results with your budget and professional averages, and much more.
Estate Planning, FLPs, and Asset Protection Strategies
Are you paying too much and ending up with too little? This newly designed course will show doctors how to implement
aggressive family tax planning strategies to dramatically slash taxes. Proper planning to optimize tax results for buyers and sellers in practice transitions will
also be covered. Moreover, successful estate planning and asset protection strategies to protect your family. Learn how to:
- Save your family $500,000 (Prevent estate planning mistakes)
- Minimize taxes on sale of practice and real estate
- Discover asset protection devices every dentist should know
- Maximize tax benefits as practice buyer
- Use Family Limited Partnershps to slash taxes and protect assets
- Proper insurance coverages
Successful Investment Strategies
Through this fast-paced, technology-based program, doctors will learn how to avoid the most common investment errors plaguing them and the best strategies for improving
investment returns. A few of the topics covered include the following:
- A review of current economic conditions and the investment environment
- How to understand your investment portfolio and design proper asset allocation strategies for various ages and risk profiles
- How to understand investment returns and benchmark investment performance through performance reporting
- How to use DRIPS, automatic saving plans and investing programs using dollar cost averaging
- How to reduce excessive commissions, fees & other expenses by understanding front-end and back-end loaded investments
- Proper performance monitoring and other advisory relationship issues critical to investment success
- Investment strategies for slashing taxes through proper gain/loss and charitable gifting planning
Achieving Financial Independence
Learn the many “secrets” dentists have used to double,
or even triple their net worth in only ten years! Join the
5% of dentists who can afford to retire with winning financial
strategies, gleaned from years of experience working exclusively
with the dental profession. Develop a personalized game plan
for reaching your financial freedom with the “inside
information” you simply can’t find elsewhere!
- Reduce stress - control your money, rather than letting
it control you.
- Discover tax-free income secrets.
- 75% of doctors have the wrong retirement plan - which
one is right for you?
- Slash children’s educational cost by 40%+
- Save your family $500,000 - estate planning mistakes
many doctors make.
- Determine if you are underinsured and how to save thousands
in unnecessary insurance costs.
- How to double or triple business tax deductions.
- New strategies to guarantee financial independence.
Dental Practice Transitions
The purpose of this presentation is to familiarize attendees
with the key steps relating to a practice transition. Emphasis
will be placed on flexibility in designing the process to
meet individual needs. The seminar will illustrate each step
in various transition models. Participants will learn to maximize
benefits and minimize risks, as well as gain knowledge of
the framework and sequencing of transitions. Information will
be relevant to sellers, buyers, general practitioners and
specialists. Key topics include:
- What is your practice really worth?
- When should you sell? Proper timing means thousands of
extra dollars.
- Should you use a broker?
- How to minimize the “tax bite” as a seller.
How to maximize the tax deductions as the buyer.
- Real estate - should you sell or lease?
- Pathway planning - choosing the best strategy for you.
- Do you need an associate?
- Winning compensation methods for associates and partners.
- What are the time frames to assure success?
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