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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 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, as well as 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
Achieving Financial Independence
Join the 5% of dentists who can afford to retire at age 65. Using these winning financial strategies, you can develop a personalized game plan to double - or even triple - your net worth and reach financial freedom. This hard-hitting program contains “inside information” that you simply can’t find elsewhere - gleaned from over 30 years of working exclusively with the dental profession. HIGHLIGHTS INCLUDE:
- Develop winning saving and debt reduction strategies
- Discover tax-free income secrets
- Slash children’s educational costs by 50% or more
- Increase business tax deductions
- Save thousands in unnecessary insurance costs
- Simple steps to increase profitability
- Huge tax-deductible retirement savings strategies
- Reduce stress - control your money
Successful Investment Strategies
Over 90% of doctors do not understand their true investment returns, the fees, commissions, and other charges they are paying, and the impact that investment performance will have on their ability to successfully retire. Unfortunately, this ignorance routinely robs doctors of hundreds of thousands of dollars, and sometimes millions of dollars, in their retirement nest egg. This fast-paced, technology-based program will teach doctors how to avoid the most common investment errors plaguing them and the best strategies for improving investment returns. TOPICS COVERED INCLUDE:
- A review of current economic conditions and the investment environment
- Understand your portfolio and design proper asset allocation based on age and risk profiles
- How to use DRIPS, automatic saving plans, and investing programs using dollar cost averaging
- Reduce excessive commissions, fees, & expenses by understanding front-end / back-end loaded investments
- Proper performance monitoring and advisory relationship issues critical to success
- Investment strategies for slashing taxes through proper gain/loss and charitable gifting planning
Transitions in Tough Times
Learn how to thrive - not just survive - in tough times. The decision to succeed is in your hands. This course will teach you how to come through tough times better, not beaten. Learn proven practice transition strategies that work. Position your practice to maximize the benefit whether your transition plans are immediate, near-term, or longer. Just some of the topics covered at this entertaining (yes, actually fun!) and productive course are:
- Practice values are not declining
- How to nurture a successful associate
- Financing is still available
- Partnerships: Buy-ins/Buy-outs
- Taking control of what you control
- The drivers of fair market value
- Determining the best time for a transition
- Selling your practice and keeping the most
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