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Most doctors have neither the time nor the financial training to effectively address financial issues such as maximizing tax savings, funding
children's education expenses, evaluating appropriate insurance coverages, planning for retirement, determining appropriate investments, maximizing asset protection and
proper estate planning. As a result, most doctors lose thousands of dollars each year due to lack of knowledge in these key areas.
We specialize in providing qualified expertise to only one type of client; you, the doctor. By focusing our services exclusively on the needs of the dental profession, we bring
a level of practice expertise and customization-to-need that you simply cannot obtain elsewhere. Through our unique education and experience with thousands of doctors, we have
developed over 300 winning tax and financial planning strategies to help you:
- Establish a customized financial game plan to ensure financial security
- Gain peace of mind and reduce stress by meeting your financial goals through a well-designed, practical approach to your needs
- Improve your practice profitability
- Maximize tax deductible retirement savings
- Establish proper investment strategies
- Dramatically reduce federal and state income and death taxes
- Fund family educational expenses on a tax-deductible basis
- Implement proper insurance coverages
About Your Team
John K. McGill, CPA, JD, MBA, is a nationally prominent tax attorney and CPA who has specialized in dealing exclusively with the dental profession for over 27 years. He has developed comprehensive financial game plans for over 750 doctors, who have achieved financial independence in less than 10 years on average. He serves as the Chief Editor of The McGill Advisory Newsletter, principal of The McGill & Hill Group, LLC, and partner in the law firm of McGill and Hassan, PA in Charlotte, North Carolina.
Brad Kucharo, CPA, CFP joined John K. McGill & Company, Inc. in November of 2007. He graduated from The University of Iowa and holds both a Bachelor of Business Administration degree and Master of Accountancy degree.
How do I get started?
We use a project-based approach to your current situation to ensure that we provide maximum value customization to your needs.
Needs Assessment
The first step is to complete the required forms and questionnaires and return them, along with the additional information requested (see below) to our firm, along with a 50% deposit.
Initial Conference Call
Once we receive your information, we will contact you to schedule an initial one-hour conference call as well as your half-day consultation in Charlotte with you and your spouse. This initial call is designed to set goals for accomplishment, gain further clarification/understanding of the information you have submitted, and provide preliminary recommendations.
Presentation of Recommendations
During your in-office consultation in Charlotte, we will present comprehensive recommendations regarding tax-saving strategies, investments, retirement planning, educational funding, asset protection, practice profitability, debt reduction/savings and estate planning to you and your spouse. With our guidance, you will agree on a plan of action to ensure your financial security.
Comprehensive Report
Following your visit to our office, we will prepare and mail to you a comprehensive report outlining recommended strategies along with financial projections and an implementation checklist.
Full-Year Unlimited Consultation
To help implement the plan of action, our team will provide consulting assistance as needed for a full year following the date of your in-office consultation. This includes coordination with anyone working on your behalf (CPA, consultant, etc.) in order to implement our recommendations. You will also receive a one-year complimentary subscription (12 monthly issues) to The McGill Advisory newsletter.
Unconditional Money-Back Guarantee
We are so sure that you will be completely satisfied with our services, that we will refund your fee if we cannot save you more than your
cost for our services. We guarantee you a positive return on your investment!
Information required to begin Achieving Financial Independence Consultation:
- Required forms and questionnaires (Personal Financial Statement, Employee census, etc. - provided by our office)
- Most current practice profit & loss statement
- Last three years personal income tax returns (federal and state)
- Last three years practice income tax returns (federal and state)
- Current year-to-date procedure totals listed by ADA code & fee schedule
- Copy of summary plan description for retirement plan(s)
- Copy of latest investment statement(s)
- Copy of last valuation report for retirement plan(s)
- Copies of wills, trusts, powers of attorney, living wills, and other estate planning documents
- Copies of declaration page of life, disability, business overhead, malpractice and personal umbrella policies showing type of coverage, insured, amount of coverage and
premium
Request fees or references for Tax
& Financial Planning with Mr. John K. McGill
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