Craig Cody

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school. What You Will Learn:  In this series finale of the Progressive Dentist Podcast, host Craig Cody explains why he is ending the series, and he invites listeners to visit the library of past Progressive Dentist Podcast episodes for more great tips and information and to reach out to him with any questions or to set up a strategy session.  Additional Resources:  FREE COVID Loan Grant Calculator Download Website: www.theprogressivedentist.com Twitter: @CraigC2742 LinkedIn: https://www.linkedin.com/in/craigcodycpa 

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school. What You Will Learn: <ul> <li>In this series finale of the Progressive Dentist Podcast, host Craig Cody explains why he is ending the series, and he invites listeners to visit the library of past Progressive Dentist Podcast episodes for more great tips and information and to reach out to him with any questions or to set up a strategy session.</li> </ul> Additional Resources: <ul> <li><a href="https://craigcodyandcompany.com/wp-content/uploads/2020/05/CCody-COVID-19-PPP-Loan-Calculator-4.28.20.xlsx" rel="noopener noreferrer nofollow" target="_blank">FREE COVID Loan Grant Calculator Download</a></li> <li>Website:<a href="http://www.theprogressivedentist.com/" rel="nofollow" target="_blank"> www.theprogressivedentist.com</a></li> <li>Twitter: <a href="https://twitter.com/craigc2742?lang=en" rel="noopener noreferrer nofollow" target="_blank">@CraigC2742</a></li> <li>LinkedIn: <a href="https://www.linkedin.com/in/craigcodycpa" rel="noopener noreferrer nofollow" target="_blank">https://www.linkedin.com/in/craigcodycpa</a></li> </ul>

Progressive Dentist Podcast Finale, with Craig Cody 

Douglass Lodmell

DOUGLASS LODMELL is Managing Partner of Lodmell &amp; Lodmell, P.C., one of the nation’s leading Asset Protection Law Firms. Originally from Geneva, Switzerland, Douglass stood out at an early age as one of the brightest minds of his generation. His capacity to make the complex simple allowed him to excel during law school, receiving the Jacobs Burns Medal, an award given to the single student with the highest GPA. He completed his Legal Masters (LL.M.) in taxation at the nation’s leading tax program, New York University School of Law. Today, Douglass’ law firm is responsible for protecting over $4 Billion in client assets. Douglass spends much of his time teaching, speaking, and leading thousands of business owners, corporate executives, investors, and other professionals who have often worked most of their lives to accumulate wealth of various types, including real estate and securities. Douglass is also the author of the book The Lawsuit Lottery: The Hijacking of Justice in America. What You Will Learn:  Douglass’s journey as an asset protection attorney The asset protection structure Douglass created specifically for dental practitioners The most common asset protection mistakes dentists make and how to avoid them Asset protection vs. insurance, and how to determine what is best for your practice How asset protection ties into tax strategy in the dental industry How to protect your assets by setting up a trust  How to contact Douglass Lodmell:  Website: https://www.lodmell.com/ LinkedIn:  https://www.linkedin.com/in/douglasslodmell https://www.linkedin.com/in/douglasslodmell   Facebook: https://www.facebook.com/offshoreassetprotection/ Twitter: @lodmell 

DOUGLASS LODMELL is Managing Partner of Lodmell &amp; Lodmell, P.C., one of the nation’s leading Asset Protection Law Firms. Originally from Geneva, Switzerland, Douglass stood out at an early age as one of the brightest minds of his generation. His capacity to make the complex simple allowed him to excel during law school, receiving the Jacobs Burns Medal, an award given to the single student with the highest GPA. He completed his Legal Masters (LL.M.) in taxation at the nation’s leading tax program, New York University School of Law. Today, Douglass’ law firm is responsible for protecting over $4 Billion in client assets. Douglass spends much of his time teaching, speaking, and leading thousands of business owners, corporate executives, investors, and other professionals who have often worked most of their lives to accumulate wealth of various types, including real estate and securities. Douglass is also the author of the book The Lawsuit Lottery: The Hijacking of Justice in America. What You Will Learn: <ul> <li>Douglass’s journey as an asset protection attorney</li> <li>The asset protection structure Douglass created specifically for dental practitioners</li> <li>The most common asset protection mistakes dentists make and how to avoid them</li> <li>Asset protection vs. insurance, and how to determine what is best for your practice</li> <li>How asset protection ties into tax strategy in the dental industry</li> <li>How to protect your assets by setting up a trust</li> </ul> How to contact Douglass Lodmell: <ul> <li>Website: <a href="https://www.lodmell.com/" rel="noopener nofollow" target="_blank">https://www.lodmell.com/</a></li> <li>LinkedIn: <ul> <li><a href="https://www.linkedin.com/in/douglasslodmell" rel="noopener nofollow" target="_blank">https://www.linkedin.com/in/douglasslodmell</a></li> <li><a href="https://www.linkedin.com/in/douglasslodmell" rel="noopener nofollow" target="_blank">https://www.linkedin.com/in/douglasslodmell</a></li> </ul> </li> <li>Facebook: <a href="https://www.facebook.com/offshoreassetprotection/" rel="noopener nofollow" target="_blank">https://www.facebook.com/offshoreassetprotection/</a></li> <li>Twitter: <a href="http://twitter.com/lodmell" rel="noopener nofollow" target="_blank">@lodmell</a></li> </ul>

Asset Protection in Dentistry, with Douglass Lodmell

Tarun Agarwal

Dr. Tarun Agarwal represents a new generation of leadership for the dental profession. As a respected speaker, author, and opinion leader, he is changing the way general dentists practice. He maintains a full-time general practice in Raleigh, NC that has faced its share of ups and downs. Despite being an ‘in-network’ insurance provider, he’s managed to build a successful practice by integrating technology at the highest level. He produces a weekly podcast called ‘TBone Speaks Dentistry’ and regularly holds seminars and workshops at his 3D Dentists training center. Learn more at www.TBoneSpeaks.com. What You Will Learn:  How to navigate the challenges of non-linear practice growth The biggest mistakes dental practitioners make in their first ten years of practice What dental practitioners can do to generate passive income and build wealth The greatest lessons Dr. Agarwal has taken away from the pandemic Why you need to add more service lines to your offering  How to contact Dr. Tarun Agarwal:  Website: www.tbonespeaks.com Twitter: @tbonespeaks 

Dr. Tarun Agarwal represents a new generation of leadership for the dental profession. As a respected speaker, author, and opinion leader, he is changing the way general dentists practice. He maintains a full-time general practice in Raleigh, NC that has faced its share of ups and downs. Despite being an ‘in-network’ insurance provider, he’s managed to build a successful practice by integrating technology at the highest level. He produces a weekly podcast called ‘TBone Speaks Dentistry’ and regularly holds seminars and workshops at his 3D Dentists training center. Learn more at <a href="http://www.TBoneSpeaks.com" rel="nofollow" target="_blank">www.TBoneSpeaks.com</a>. What You Will Learn: <ul> <li>How to navigate the challenges of non-linear practice growth</li> <li>The biggest mistakes dental practitioners make in their first ten years of practice</li> <li>What dental practitioners can do to generate passive income and build wealth</li> <li>The greatest lessons Dr. Agarwal has taken away from the pandemic</li> <li>Why you need to add more service lines to your offering</li> </ul> How to contact Dr. Tarun Agarwal: <ul> <li>Website: <a href="http://www.tbonespeaks.com/" rel="noopener nofollow" target="_blank">www.tbonespeaks.com</a></li> <li>Twitter: <a href="http://twitter.com/tbonespeaks" rel="noopener nofollow" target="_blank">@tbonespeaks</a></li> </ul>

The Fundamentals of Practice Growth, with Dr. Tarun Agarwal

Mark Battiato

Mark graduated from Arizona State University with a B.S. in marketing in 1979. He started his own marketing company managing 60 employees nationwide. He then positioned with 3M Company for five years in the National Advertising Division and was the recipient of several awards for his sales and marketing performance throughout his tenure with 3M. He was recruited by The Center for Professional Development in 1992. Mark worked with Dr. Michael Schuster and analyzed 300 dental practices in the Northwestern territory of the U.S. Together they helped to position dentists for a private care practice model. Mark is now the co-founder and Director of Practice Growth. Mark founded The Growth Into Greatness Institute, which he co-founded with Deb Castillo in 2000. As CEO, Mark’s primary responsibility is to provide one-on-one coaching and practice development in areas of profitability, financial management and staff development. He also conducts small retreats for students engaged in the development process. Through his commitment to this work, Mark is passionate about helping others achieve their own greatness, and to aspire to levels of growth and excellence they thought were never possible. One of Mark’s favorite verses that has helped and inspired him is in Galatians 6:9: “Don’t grow weary in doing good, for in due season you will reap a harvest if you don’t give up” What You Will Learn:  Mark’s journey into dental leadership coaching and development Why your D.D.S degree is really just a passport into higher learning What dentists can do to master the business of dentistry so they can have the greatest impact on their communities Why it is important to surround yourself with other dentists who have already done what you’re trying to do Time-saving tips that Mark teaches to help dentists run their practices more efficiently  How to contact Mark Battiato:  Website: http://www.greatnessinstitute.com/ 

Mark graduated from Arizona State University with a B.S. in marketing in 1979. He started his own marketing company managing 60 employees nationwide. He then positioned with 3M Company for five years in the National Advertising Division and was the recipient of several awards for his sales and marketing performance throughout his tenure with 3M. He was recruited by The Center for Professional Development in 1992. Mark worked with Dr. Michael Schuster and analyzed 300 dental practices in the Northwestern territory of the U.S. Together they helped to position dentists for a private care practice model. Mark is now the co-founder and Director of Practice Growth. Mark founded The Growth Into Greatness Institute, which he co-founded with Deb Castillo in 2000. As CEO, Mark’s primary responsibility is to provide one-on-one coaching and practice development in areas of profitability, financial management and staff development. He also conducts small retreats for students engaged in the development process. Through his commitment to this work, Mark is passionate about helping others achieve their own greatness, and to aspire to levels of growth and excellence they thought were never possible. One of Mark’s favorite verses that has helped and inspired him is in Galatians 6:9: “Don’t grow weary in doing good, for in due season you will reap a harvest if you don’t give up” What You Will Learn: <ul> <li>Mark’s journey into dental leadership coaching and development</li> <li>Why your D.D.S degree is really just a passport into higher learning</li> <li>What dentists can do to master the business of dentistry so they can have the greatest impact on their communities</li> <li>Why it is important to surround yourself with other dentists who have already done what you’re trying to do</li> <li>Time-saving tips that Mark teaches to help dentists run their practices more efficiently</li> </ul> How to contact Mark Battiato: <ul> <li>Website: <a href="http://www.greatnessinstitute.com/" rel="noopener nofollow" target="_blank">http://www.greatnessinstitute.com/</a></li> </ul>

The Business of Dentistry, with Mark Battiato

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school. What You Will Learn:  What is included in the new relief bill passed by Congress and the President What has changed with the PPP in the new bill The documentation and qualifications needed to receive a second-draw PPP loan Key talking points to address with your CPA so you can get the most out of the new bill Possible future developments in PPP funding that you should prepare for  Additional Resources:  FREE COVID Loan Grant Calculator Download Website: www.theprogressivedentist.com Twitter: @CraigC2742 LinkedIn: https://www.linkedin.com/in/craigcodycpa 

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school. What You Will Learn: <ul> <li>What is included in the new relief bill passed by Congress and the President</li> <li>What has changed with the PPP in the new bill</li> <li>The documentation and qualifications needed to receive a second-draw PPP loan</li> <li>Key talking points to address with your CPA so you can get the most out of the new bill</li> <li>Possible future developments in PPP funding that you should prepare for</li> </ul> Additional Resources: <ul> <li><a href="https://craigcodyandcompany.com/wp-content/uploads/2020/05/CCody-COVID-19-PPP-Loan-Calculator-4.28.20.xlsx" rel="noopener noreferrer nofollow" target="_blank">FREE COVID Loan Grant Calculator Download</a></li> <li>Website:<a href="http://www.theprogressivedentist.com/" rel="nofollow" target="_blank"> www.theprogressivedentist.com</a></li> <li>Twitter: <a href="https://twitter.com/craigc2742?lang=en" rel="noopener noreferrer nofollow" target="_blank">@CraigC2742</a></li> <li>LinkedIn: <a href="https://www.linkedin.com/in/craigcodycpa" rel="noopener noreferrer nofollow" target="_blank">https://www.linkedin.com/in/craigcodycpa</a></li> </ul>

PPP Loan Updates, with Craig Cody 

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school. What You Will Learn:  How to set goals that will drive us to build momentum and get back on track in 2021 Different personal and professional goals you should consider My goal-setting process for the new year Why you should consider hiring a coach or mentor to help with the goal-setting process How to create an actionable plan that will enable you to achieve your goals  Additional Resources:  FREE COVID Loan Grant Calculator Download Website: www.theprogressivedentist.com Twitter: @CraigC2742 LinkedIn: https://www.linkedin.com/in/craigcodycpa 

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school. What You Will Learn: <ul> <li>How to set goals that will drive us to build momentum and get back on track in 2021</li> <li>Different personal and professional goals you should consider</li> <li>My goal-setting process for the new year</li> <li>Why you should consider hiring a coach or mentor to help with the goal-setting process</li> <li>How to create an actionable plan that will enable you to achieve your goals</li> </ul> Additional Resources: <ul> <li><a href="https://craigcodyandcompany.com/wp-content/uploads/2020/05/CCody-COVID-19-PPP-Loan-Calculator-4.28.20.xlsx" rel="noopener noreferrer nofollow" target="_blank">FREE COVID Loan Grant Calculator Download</a></li> <li>Website:<a href="http://www.theprogressivedentist.com/" rel="nofollow" target="_blank"> www.theprogressivedentist.com</a></li> <li>Twitter: <a href="https://twitter.com/craigc2742?lang=en" rel="noopener noreferrer nofollow" target="_blank">@CraigC2742</a></li> <li>LinkedIn: <a href="https://www.linkedin.com/in/craigcodycpa" rel="noopener noreferrer nofollow" target="_blank">https://www.linkedin.com/in/craigcodycpa</a></li> </ul>

Goal-setting for the New Year, with Craig Cody 

Sara Zeidan

Dr. Sara Zeidan is currently a practicing general dentist in the Bay Area and the co-founder/CEO of DrHuddle. Along with two talented software engineers, DrHuddle.com became a reality, a HIPAA compliant, online platform that facilitates dental referrals between general dentists and specialists. Through DrHuddle, the mission is to add an important software upgrade into the dental field, as dentists can get rid of paper referrals and searching through emails. What You Will Learn:  Dr. Zeidan’s journey into dentistry What led Dr. Zeidan to create DrHuddle How dentists can use Dr. Huddle to improve their practice How the online, digital patient referral system functions Why DrHuddle is mutually beneficial on both sides of the referral What Dr. Zeidan’s team is doing to build the DrHuddle community  How to contact Dr. Sara Zeidan:  Website: https://www.drhuddle.com/ LinkedIn:  https://www.linkedin.com/in/sara-zeidan/ https://www.linkedin.com/company/drhuddle/   Facebook: https://www.facebook.com/drhuddle/ Twitter: @DrHuddleInc 

Dr. Sara Zeidan is currently a practicing general dentist in the Bay Area and the co-founder/CEO of DrHuddle. Along with two talented software engineers, <a href="http://DrHuddle.com" rel="nofollow" target="_blank">DrHuddle.com</a> became a reality, a HIPAA compliant, online platform that facilitates dental referrals between general dentists and specialists. Through DrHuddle, the mission is to add an important software upgrade into the dental field, as dentists can get rid of paper referrals and searching through emails. What You Will Learn: <ul> <li>Dr. Zeidan’s journey into dentistry</li> <li>What led Dr. Zeidan to create DrHuddle</li> <li>How dentists can use Dr. Huddle to improve their practice</li> <li>How the online, digital patient referral system functions</li> <li>Why DrHuddle is mutually beneficial on both sides of the referral</li> <li>What Dr. Zeidan’s team is doing to build the DrHuddle community</li> </ul> How to contact Dr. Sara Zeidan: <ul> <li>Website: <a href="https://www.drhuddle.com/" rel="noopener noreferrer nofollow" target="_blank">https://www.drhuddle.com/</a></li> <li>LinkedIn: <ul> <li><a href="https://www.linkedin.com/in/sara-zeidan/" rel="noopener noreferrer nofollow" target="_blank">https://www.linkedin.com/in/sara-zeidan/</a></li> <li><a href="https://www.linkedin.com/company/drhuddle/" rel="noopener noreferrer nofollow" target="_blank">https://www.linkedin.com/company/drhuddle/</a></li> </ul> </li> <li>Facebook: <a href="https://www.facebook.com/drhuddle/" rel="noopener noreferrer nofollow" target="_blank">https://www.facebook.com/drhuddle/</a></li> <li>Twitter: <a href="http://twitter.com/DrHuddleInc" rel="nofollow" target="_blank">@DrHuddleInc</a></li> </ul>

Online, Digital Patient Referral Systems, with Dr. Sara Zeidan

Chris Prefontaine

Chris Prefontaine is a 3-time best-selling author of Real Estate on Your Terms, The New Rules of Real Estate Investing, and Moneeka Sawyer’s Real Estate Investing for Women. He’s also the Founder and CEO of SmartRealEstateCoach.com and host of Smart Real Estate Coach Podcast. Chris has been in real estate for almost 30 years. His experience ranges from constructing new homes in the ’90s and owning a Realty Executive Franchise to running his own investments {commercial &amp; residential) and coaching clients throughout North America. Today, Chris runs his own buying and selling businesses with his family team, which purchases 2-5 properties monthly, so they’re in the trenches every single week. They also help their Associates and students do the exact same thing all across North America, working together on another 10-15 properties every month. Having been through several real estate cycles, Chris understands the challenges of this business and helps students navigate the constantly changing real estate waters. What You Will Learn:  Chris’s journey in the real estate business What it means to buy and sell on terms The 3 key parts of Chris’s real estate investing strategy A detailed look at lease-purchase, owner financing, and subject to existing financing How to start investing as a busy working professional Different opportunities and services Chris offers through Smart Real Estate Coach The 3 distinct paydays of every deal, and how lucrative the deals can be  How to contact Chris Prefontaine:  Website: //smartrealestatecoach.com/ Podcast: //smartrealestatecoachpodcast.com/ LinkedIn: //www.linkedin.com/in/chrisprefontaine/ LinkedIn: //www.linkedin.com/company/smart-real-estate-coach/ Facebook: //www.facebook.com/smartrealestatecoach/ Twitter: @smartrecoach 

Chris Prefontaine is a 3-time best-selling author of Real Estate on Your Terms, The New Rules of Real Estate Investing, and Moneeka Sawyer’s Real Estate Investing for Women. He’s also the Founder and CEO of <a href="http://SmartRealEstateCoach.com" rel="nofollow" target="_blank">SmartRealEstateCoach.com</a> and host of Smart Real Estate Coach Podcast. Chris has been in real estate for almost 30 years. His experience ranges from constructing new homes in the ’90s and owning a Realty Executive Franchise to running his own investments {commercial &amp; residential) and coaching clients throughout North America. Today, Chris runs his own buying and selling businesses with his family team, which purchases 2-5 properties monthly, so they’re in the trenches every single week. They also help their Associates and students do the exact same thing all across North America, working together on another 10-15 properties every month. Having been through several real estate cycles, Chris understands the challenges of this business and helps students navigate the constantly changing real estate waters. What You Will Learn: <ul> <li>Chris’s journey in the real estate business</li> <li>What it means to buy and sell on terms</li> <li>The 3 key parts of Chris’s real estate investing strategy</li> <li>A detailed look at lease-purchase, owner financing, and subject to existing financing</li> <li>How to start investing as a busy working professional</li> <li>Different opportunities and services Chris offers through Smart Real Estate Coach</li> <li>The 3 distinct paydays of every deal, and how lucrative the deals can be</li> </ul> How to contact Chris Prefontaine: <ul> <li>Website: <a href="https://smartrealestatecoach.com/" rel="noopener noreferrer nofollow" target="_blank">//smartrealestatecoach.com/</a></li> <li>Podcast: <a href="https://smartrealestatecoachpodcast.com/" rel="noopener noreferrer nofollow" target="_blank">//smartrealestatecoachpodcast.com/</a></li> <li>LinkedIn: <a href="https://www.linkedin.com/in/chrisprefontaine/" rel="noopener noreferrer nofollow" target="_blank">//www.linkedin.com/in/chrisprefontaine/</a></li> <li>LinkedIn:<a href="https://www.linkedin.com/company/smart-real-estate-coach/" rel="noopener noreferrer nofollow" target="_blank"> //www.linkedin.com/company/smart-real-estate-coach/</a></li> <li>Facebook: <a href="https://www.facebook.com/smartrealestatecoach/" rel="noopener noreferrer nofollow" target="_blank">//www.facebook.com/smartrealestatecoach/</a></li> <li>Twitter: <a href="https://twitter.com/SmartRECoach?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor" rel="noopener noreferrer nofollow" target="_blank">@smartrecoach</a></li> </ul>

Real Estate Investing for Dental Practitioners, with Chris Prefontaine

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school. What You Will Learn:  What dentists can do to close out the year and prepare for 2021 The importance of meeting with your CPA before year-end Key talking points you should discuss with your CPA Why you should consider fully-funding your 401k before year-end Resources you can use to lower your year-end taxable income Why you should do a tax projection with your CPA  Additional Resources:  FREE COVID Loan Grant Calculator Download Website: www.theprogressivedentist.com Twitter: @CraigC2742 LinkedIn: //www.linkedin.com/in/craigcodycpa 

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school. What You Will Learn: <ul> <li>What dentists can do to close out the year and prepare for 2021</li> <li>The importance of meeting with your CPA before year-end</li> <li>Key talking points you should discuss with your CPA</li> <li>Why you should consider fully-funding your 401k before year-end</li> <li>Resources you can use to lower your year-end taxable income</li> <li>Why you should do a tax projection with your CPA</li> </ul> Additional Resources: <ul> <li><a href="https://craigcodyandcompany.com/wp-content/uploads/2020/05/CCody-COVID-19-PPP-Loan-Calculator-4.28.20.xlsx" rel="noopener noreferrer nofollow" target="_blank">FREE COVID Loan Grant Calculator Download</a></li> <li>Website:<a href="https://www.theprogressivedentist.com/" rel="nofollow" target="_blank"> www.theprogressivedentist.com</a></li> <li>Twitter: <a href="https://twitter.com/craigc2742?lang=en" rel="noopener noreferrer nofollow" target="_blank">@CraigC2742</a></li> <li>LinkedIn: <a href="https://www.linkedin.com/in/craigcodycpa" rel="noopener noreferrer nofollow" target="_blank">//www.linkedin.com/in/craigcodycpa</a></li> </ul>

Tactics to Lower Your Practice’s Year-End Taxable Income, with Craig Cody

Eng is CEO &amp; Founder of Touzi Capital (www.touzicapital.com), an investment company focusing on high cash flow assets in Kansas City. He’s the classic immigrant story, born in a refugee camp in Thailand escaping the Khmer Rouge and finding success in data &amp; math in America. A Wharton graduate &amp; economist, former Peace Corps Volunteer, &amp; ex-Apple Data Scientist turned real estate investor with a $65M portfolio finding financial freedom at age 35. Eng also is an advocate for real estate investing tied with tax minimization strategies to build passive cash flow towards financial freedom. To that end, he’s also launching an education platform www.financialfreedomdecoded.com where invited members will get a step by step tutorial on how he found financial freedom and build wealth. What You Will Learn:  Eng’s journey into entrepreneurship and investing Why Eng came out of retirement to start investing The advantages W-2 employees have in real estate investing How to leverage tax strategy to get the most out of your real estate investments Why Eng prefers to co-invest in high cash flow assets for his portfolio Understanding recessions in the real estate market What factors you should be looking at when investing in residential real estate  How to contact Eng Taing:  Website: www.touzicapital.com LinkedIn: //www.linkedin.com/in/eng-taing-28206111/  //www.linkedin.com/company/touzicapital/   Facebook: //www.facebook.com/Touzi-Capital-104613644660969 Twitter: @engtaing 

Eng is CEO &amp; Founder of Touzi Capital (<a href="http://www.touzicapital.com" rel="nofollow" target="_blank">www.touzicapital.com</a>), an investment company focusing on high cash flow assets in Kansas City. He’s the classic immigrant story, born in a refugee camp in Thailand escaping the Khmer Rouge and finding success in data &amp; math in America. A Wharton graduate &amp; economist, former Peace Corps Volunteer, &amp; ex-Apple Data Scientist turned real estate investor with a $65M portfolio finding financial freedom at age 35. Eng also is an advocate for real estate investing tied with tax minimization strategies to build passive cash flow towards financial freedom. To that end, he’s also launching an education platform <a href="http://www.financialfreedomdecoded.com" rel="nofollow" target="_blank">www.financialfreedomdecoded.com</a> where invited members will get a step by step tutorial on how he found financial freedom and build wealth. What You Will Learn: <ul> <li>Eng’s journey into entrepreneurship and investing</li> <li>Why Eng came out of retirement to start investing</li> <li>The advantages W-2 employees have in real estate investing</li> <li>How to leverage tax strategy to get the most out of your real estate investments</li> <li>Why Eng prefers to co-invest in high cash flow assets for his portfolio</li> <li>Understanding recessions in the real estate market</li> <li>What factors you should be looking at when investing in residential real estate</li> </ul> How to contact Eng Taing: <ul> <li>Website:<a href="https://www.touzicapital.com/" rel="noopener noreferrer nofollow" target="_blank"> www.touzicapital.com</a></li> <li>LinkedIn: <a href="https://www.linkedin.com/in/eng-taing-28206111/" rel="noopener noreferrer nofollow" target="_blank">//www.linkedin.com/in/eng-taing-28206111/</a> <ul> <li><a href="https://www.linkedin.com/company/touzicapital/" rel="noopener noreferrer nofollow" target="_blank">//www.linkedin.com/company/touzicapital/</a></li> </ul> </li> <li>Facebook:<a href="https://www.facebook.com/Touzi-Capital-104613644660969" rel="noopener noreferrer nofollow" target="_blank"> //www.facebook.com/Touzi-Capital-104613644660969</a></li> <li>Twitter:<a href="https://twitter.com/engtaing" rel="noopener noreferrer nofollow" target="_blank"> @engtaing</a></li> </ul>

Expand Your Wealth Through Real Estate Investing, with Eng Taing

This podcast is designed to help who I call Progressive Dentists. So who is a progressive dentist? This is a dentist that loves what they do, but they want to grow their business. They like their practice, but don't want to always be stuck behind the chair. Essentially, they want to treat their practice like the business it is. These are sharp individuals who have worked with marketing firms, consultants, gone to events, continued to learn and have really pushed the growth of their business! But it feels like all the extra money they make from all that hard work, seems to just walk right back out the door again. These are the dentists I want to help. The ones who care about their patients and their business. The ones who strive for more, but are at a disadvantage because they don't understand all the ways their business can, and should, be working for them financially.

Treating your practice like a business, not just a job!!

Priceless

Craig does a great job making complex financial issues simple to understand.

Very informative

The Progressive Dentist

Kianor Shah

Dr. Kianor Shah is a practicing Dentist and an Entrepreneur from Southern California. As a traveling healthcare provider, Dr. Shah has practiced in more than 300 offices. As a businessman, Dr. Shah has built numerous co-brand, private label, and Peer-to-Peer partnerships in the Healthcare Industry. Dr. Shah is a seasoned educator in clinical topics of Head and Neck Anatomy, Biophysics, Surgical Extractions, and Oral Implantology. Dr. Shah addresses domestic and international financial executives annually with Healthcare Industry forecasts and advises Financial Technology companies. Dr. Shah completed his undergraduate studies at Western Illinois University, where he earned a Bachelor of Science in 2000. Dr. Shah graduated in 2006 with a Doctorate in Dental Medicine from Southern Illinois University. He has finished an M.B.A. at Brandman University in International Business in 2016. His participation as a Fellow of the International Congress of Oral Implantologists, a Fellow of the California Implant Institute, and a Fellow of the International Academy of Dental-Facial Esthetics has culminated in his Mastership and Diplomate status of the International Congress of Oral Implantologists. Dr. Shah has been in various roles as an Inventor, founder, owner, Chairperson, CEO, President, Managing Director, Partner, Associate, and Consultant for a variety of domestic and international related business matters. In addition to his expertise practicing General Dentistry, Dr. Shah practices in the fields Prosthodontics, Periodontics, Endodontics, Pedodontics, Orthodontics, and Oral Surgery. Dr. Shah reads, writes, and speaks English, German, and Farsi languages. What You Will Learn:  How Dr. Shah grew his dental practice before selling it and relocating to Southern California with his family What key lesson Dr. Shah learned during the course of his career about learning from his mistakes and avoiding the same mistake in the future What common financial mistakes Dr. Shah sees dentists often make when attempting to grow and expand their practices Why Dr. Shah considers owning a practice to be an important step any dentist should take to achieve the life they envisioned when they went to dental school What time-saving tips and activities Dr. Shah recommends, and why delegation is vital and micromanagement is an issue Why negotiating everything, making smart decisions, investing in yourself and your skills, and knowing your numbers are all important for growing a practice Why building a good connection and creating a positive experience for your patients is an important business skill Why Dr. Shah relies heavily on his accountant to help him save money on his taxes, and what advice he has for dentists looking to save money Why Dr. Shah recommends you continue to innovate, strategize, and stay current with your dental skills  How to contact Joe Nichols  Website: //desertdreamdentistry.com/ Website: //kianorshah.com 

Dr. Kianor Shah is a practicing Dentist and an Entrepreneur from Southern California. As a traveling healthcare provider, Dr. Shah has practiced in more than 300 offices. As a businessman, Dr. Shah has built numerous co-brand, private label, and Peer-to-Peer partnerships in the Healthcare Industry. Dr. Shah is a seasoned educator in clinical topics of Head and Neck Anatomy, Biophysics, Surgical Extractions, and Oral Implantology. Dr. Shah addresses domestic and international financial executives annually with Healthcare Industry forecasts and advises Financial Technology companies. Dr. Shah completed his undergraduate studies at Western Illinois University, where he earned a Bachelor of Science in 2000. Dr. Shah graduated in 2006 with a Doctorate in Dental Medicine from Southern Illinois University. He has finished an M.B.A. at Brandman University in International Business in 2016. His participation as a Fellow of the International Congress of Oral Implantologists, a Fellow of the California Implant Institute, and a Fellow of the International Academy of Dental-Facial Esthetics has culminated in his Mastership and Diplomate status of the International Congress of Oral Implantologists. Dr. Shah has been in various roles as an Inventor, founder, owner, Chairperson, CEO, President, Managing Director, Partner, Associate, and Consultant for a variety of domestic and international related business matters. In addition to his expertise practicing General Dentistry, Dr. Shah practices in the fields Prosthodontics, Periodontics, Endodontics, Pedodontics, Orthodontics, and Oral Surgery. Dr. Shah reads, writes, and speaks English, German, and Farsi languages. What You Will Learn: <ul> <li>How Dr. Shah grew his dental practice before selling it and relocating to Southern California with his family</li> <li>What key lesson Dr. Shah learned during the course of his career about learning from his mistakes and avoiding the same mistake in the future</li> <li>What common financial mistakes Dr. Shah sees dentists often make when attempting to grow and expand their practices</li> <li>Why Dr. Shah considers owning a practice to be an important step any dentist should take to achieve the life they envisioned when they went to dental school</li> <li>What time-saving tips and activities Dr. Shah recommends, and why delegation is vital and micromanagement is an issue</li> <li>Why negotiating everything, making smart decisions, investing in yourself and your skills, and knowing your numbers are all important for growing a practice</li> <li>Why building a good connection and creating a positive experience for your patients is an important business skill</li> <li>Why Dr. Shah relies heavily on his accountant to help him save money on his taxes, and what advice he has for dentists looking to save money</li> <li>Why Dr. Shah recommends you continue to innovate, strategize, and stay current with your dental skills</li> </ul> How to contact Joe Nichols <ul> <li>Website: <a href="https://desertdreamdentistry.com/" rel="noopener noreferrer nofollow" target="_blank">//desertdreamdentistry.com/</a></li> <li>Website: <a href="https://kianorshah.com/" rel="noopener noreferrer nofollow" target="_blank">//kianorshah.com</a></li> </ul>

Growing Faster While Working Less, with Dr. Kianor Shah

Craig Cody is a certified public accountant, Certified Tax Coach™, business owner and the host of the Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn't offered in dental school. What You Will Learn:  Craig asks if you are satisfied with the amount of taxes you pay if you are sure you're taking advantage of every available tax break and if your tax advisor is giving you proactive advice to save on your tax liability. Craig shares why there are so many tax breaks that it's unlikely anyone is taking advantage of every one they're eligible for, and he explains why most tax advisors don't do a great job of looking for and communicating tax break opportunities. Craig shares why failure to plan is one of the most costly mistakes practice owners make, and he explains why being proactive and looking for ways to save money can make a huge difference. Craig explains the difference between financial offense and financial defense, and he shares why tax planning offers guaranteed results. Craig discusses why audit paranoia is unnecessary, and why you should document everything you do rather than not doing it out of concern that you might get audited. Craig shares why you need to make sure your business is operating out of the right entity. He explains the difference between C corporations, S corporations, partnerships, and sole proprietorships. Craig explains why your individual circumstances determine which business structure is the best way to go for your finances, and he explains why you should check with your CPA and attorney to determine whether you are structured as the best entity for you.  Additional Resources:  Website: www.theprogressivedentist.com 

Craig Cody is a certified public accountant, Certified Tax Coach™, business owner and the host of the Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn't offered in dental school. What You Will Learn: <ul> <li>Craig asks if you are satisfied with the amount of taxes you pay if you are sure you're taking advantage of every available tax break and if your tax advisor is giving you proactive advice to save on your tax liability.</li> <li>Craig shares why there are so many tax breaks that it's unlikely anyone is taking advantage of every one they're eligible for, and he explains why most tax advisors don't do a great job of looking for and communicating tax break opportunities.</li> <li>Craig shares why failure to plan is one of the most costly mistakes practice owners make, and he explains why being proactive and looking for ways to save money can make a huge difference.</li> <li>Craig explains the difference between financial offense and financial defense, and he shares why tax planning offers guaranteed results.</li> <li>Craig discusses why audit paranoia is unnecessary, and why you should document everything you do rather than not doing it out of concern that you might get audited.</li> <li>Craig shares why you need to make sure your business is operating out of the right entity. He explains the difference between C corporations, S corporations, partnerships, and sole proprietorships.</li> <li>Craig explains why your individual circumstances determine which business structure is the best way to go for your finances, and he explains why you should check with your CPA and attorney to determine whether you are structured as the best entity for you.</li> </ul> Additional Resources: <ul> <li>Website: <a href="http://www.theprogressivedentist.com" rel="noopener nofollow" target="_blank">www.theprogressivedentist.com</a></li> </ul>

Tax Planning: The Biggest Mistakes That Cost Dentists Thousands, with Craig Cody

Jake Conway

Jake Conway is the founder of Custom Practice Analytics, CFO of Flag Ship Dental Group, and a business analyst for the Dental Success Institute. What You Will Learn:  Jake Conway’s story and his role as a business analyst with DSI How DSI helps dentists run their practices by the numbers Why dentists working with a CPA and consultancy like DSI run their practices more efficiently The techniques DSI uses to reduce overhead and other costs How to hold your team members accountable for budgeting The importance of working with someone to make sure your books are always in order  How to contact Jake Conway  Website: //www.truedentalsuccess.com/ Instagram: @dentalsuccessinstitute Facebook: //www.facebook.com/groups/TheDentalpreneurPodcast/ LinkedIn: //www.linkedin.com/company/dental-success-institute/ 

Jake Conway is the founder of Custom Practice Analytics, CFO of Flag Ship Dental Group, and a business analyst for the Dental Success Institute. What You Will Learn: <ul> <li>Jake Conway’s story and his role as a business analyst with DSI</li> <li>How DSI helps dentists run their practices by the numbers</li> <li>Why dentists working with a CPA and consultancy like DSI run their practices more efficiently</li> <li>The techniques DSI uses to reduce overhead and other costs</li> <li>How to hold your team members accountable for budgeting</li> <li>The importance of working with someone to make sure your books are always in order</li> </ul> How to contact Jake Conway <ul> <li>Website: <a href="https://www.truedentalsuccess.com/" rel="noopener noreferrer nofollow" target="_blank">//www.truedentalsuccess.com/</a></li> <li>Instagram: <a href="https://www.instagram.com/dentalsuccessinstitute/?hl=en" rel="noopener noreferrer nofollow" target="_blank">@dentalsuccessinstitute</a></li> <li>Facebook: <a href="https://www.facebook.com/groups/TheDentalpreneurPodcast/" rel="noopener noreferrer nofollow" target="_blank">//www.facebook.com/groups/TheDentalpreneurPodcast/</a></li> <li>LinkedIn: <a href="https://www.linkedin.com/company/dental-success-institute/" rel="noopener noreferrer nofollow" target="_blank">//www.linkedin.com/company/dental-success-institute/</a></li> </ul>

Run Your Dental Practice by the Numbers with Jake Conway

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school. What You Will Learn:  Parts of the CARES Act that small business owners should be familiar with How small business relief works with the CARES Act Who is eligible for the CARES Act How the PPP works and the underlying tone of it Other costs that will be forgiven through the CARES Act Tools and resources you can use to plan your recovery from the COVID-crisis  Additional Resources:  FREE COVID Loan Grant Calculator Download Website: www.theprogressivedentist.com Twitter: @CraigC2742 LinkedIn: www.linkedin.com/in/craigcodycpa 

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school. What You Will Learn: <ul> <li>Parts of the CARES Act that small business owners should be familiar with</li> <li>How small business relief works with the CARES Act</li> <li>Who is eligible for the CARES Act</li> <li>How the PPP works and the underlying tone of it</li> <li>Other costs that will be forgiven through the CARES Act</li> <li>Tools and resources you can use to plan your recovery from the COVID-crisis</li> </ul> Additional Resources: <ul> <li><a href="//craigcodyandcompany.com/wp-content/uploads/2020/04/COVID-Loan-Grant-Calculator-Updated-4.2.20-1.xlsx" rel="noopener noreferrer nofollow" target="_blank">FREE COVID Loan Grant Calculator Download</a></li> <li>Website: <a href="//www.theprogressivedentist.com/" rel="noopener noreferrer nofollow" target="_blank">www.theprogressivedentist.com</a></li> <li>Twitter: <a href="//twitter.com/craigc2742?lang=en" rel="noopener noreferrer nofollow" target="_blank">@CraigC2742</a></li> <li>LinkedIn: <a href="//www.linkedin.com/in/craigcodycpa" rel="noopener noreferrer nofollow" target="_blank">www.linkedin.com/in/craigcodycpa</a></li> </ul>

Take Advantage of the CARES Act, with Craig Cody

Alastair MacDonald

Alastair J. Macdonald is a private advisor to established entrepreneurs, investors and business owners. He is a TEDx speaker who lectures and presents his economic, social, market and financial forecasts to private equity, hedge funds, endowments and large investors across the US and internationally. He is the owner of the consulting firm Parallax Strategic Advisors and is the editor and publisher of the economic, social and market forecasting service “The Parallax Report.” He has served as an advisor to state governors and legislators on social and economic policy, as well as public policy think tanks. As an ex-safari guide and National Geographic expedition leader, he is Chairman of the Board of Chengeta Wildlife International, an elephant conservation and anti-poaching organization with operations throughout west and central Africa. When not traveling, writing, working with clients, or wrasslin’ his two teenage kids, he is an active black-belt competitor and instructor in the sport of Brazilian Jiu-Jitsu. What You Will Learn:  How Alastair’s upbringing in Zimbabwe and experiences as an entrepreneur-led him to relocate to the United States and to work with other entrepreneurs How Alastair serves as the Chairman of Chengeta Wildlife International, an elephant conservation and protection charitable organization How criminal elephant poachers tend to overlap with many other serious criminal enterprises such as child sex trafficking, drug and weapon sales How Alastair’s coaching work has moved toward working with dentists in recent years, and why he enjoys working with dentists How wisdom from Alastair’s Brazilian Jiu-Jitsu background led him to his Four Futures philosophy of Mind, Meaning, Muscle, and Money How dentists who own dental practices can use Alastair’s Four Futures model to improve all aspects of their lives What a “love bomb” is, and how it can both lift up the people around you and create a ripple effect of positivity Why meditation is a powerful tool that can help increase your visibility and to be present in each important moment Why modern distractions and the pace of our modern lifestyles causes us to lose our sense of presence, and why improving your presence can be a superpower  How to contact Alastair Macdonald  Facebook: www.facebook.com/alastair.j.macdonald Website: //parallax.vip/ Website: www.dentalsuccessnetwork.com/faculty/alastair-macdonald/ 

Alastair J. Macdonald is a private advisor to established entrepreneurs, investors and business owners. He is a TEDx speaker who lectures and presents his economic, social, market and financial forecasts to private equity, hedge funds, endowments and large investors across the US and internationally. He is the owner of the consulting firm Parallax Strategic Advisors and is the editor and publisher of the economic, social and market forecasting service “The Parallax Report.” He has served as an advisor to state governors and legislators on social and economic policy, as well as public policy think tanks. As an ex-safari guide and National Geographic expedition leader, he is Chairman of the Board of Chengeta Wildlife International, an elephant conservation and anti-poaching organization with operations throughout west and central Africa. When not traveling, writing, working with clients, or wrasslin’ his two teenage kids, he is an active black-belt competitor and instructor in the sport of Brazilian Jiu-Jitsu. What You Will Learn: <ul> <li>How Alastair’s upbringing in Zimbabwe and experiences as an entrepreneur-led him to relocate to the United States and to work with other entrepreneurs</li> <li>How Alastair serves as the Chairman of Chengeta Wildlife International, an elephant conservation and protection charitable organization</li> <li>How criminal elephant poachers tend to overlap with many other serious criminal enterprises such as child sex trafficking, drug and weapon sales</li> <li>How Alastair’s coaching work has moved toward working with dentists in recent years, and why he enjoys working with dentists</li> <li>How wisdom from Alastair’s Brazilian Jiu-Jitsu background led him to his Four Futures philosophy of Mind, Meaning, Muscle, and Money</li> <li>How dentists who own dental practices can use Alastair’s Four Futures model to improve all aspects of their lives</li> <li>What a “love bomb” is, and how it can both lift up the people around you and create a ripple effect of positivity</li> <li>Why meditation is a powerful tool that can help increase your visibility and to be present in each important moment</li> <li>Why modern distractions and the pace of our modern lifestyles causes us to lose our sense of presence, and why improving your presence can be a superpower</li> </ul> How to contact Alastair Macdonald <ul> <li>Facebook: <a href="https://www.facebook.com/alastair.j.macdonald" rel="noopener noreferrer nofollow" target="_blank">www.facebook.com/alastair.j.macdonald</a></li> <li>Website: <a href="https://parallax.vip/" rel="noopener noreferrer nofollow" target="_blank">//parallax.vip/</a></li> <li>Website: <a href="https://www.dentalsuccessnetwork.com/faculty/alastair-macdonald/" rel="noopener noreferrer nofollow" target="_blank">www.dentalsuccessnetwork.com/faculty/alastair-macdonald/</a></li> </ul>

The Four Futures and the Importance of Being Present, with Alastair Macdonald

Understanding and Growing Your Practice, with Kiera Dent Kiera Dent is the founder and owner of Kiera’s Dental Consulting, an organization that helps dentists maximize the business side of their practices. Kiera is experienced in all aspects of working in a dental practice; she started out as a dental assistant straight out of high school, moving to manage the front office, and then moving into the business of helping others start and optimize their own dental practices. Kiera’s career has led her to develop valuable experience in solving many of the pain points dentists face in owning their own practices, and she brings that wealth of knowledge to her consulting work. Kiera’s focus on the details and her proven ability to deliver results means that she is a true expert in maximizing the productivity and efficiency of a dental practice. What You Will Learn:  Kiera explains how she got involved in dentistry, why she chose to start her dental consultancy company to help dentists grow their practices, and why a focus on strong return-on-investment is the key to the work she does. Learn why Kiera tailors and individualizes her coaching based on her client’s needs, and why teamwork and building a supportive staff is one of the primary focuses of her efforts for her clients. Kiera shares why too many dentists struggle to understand the numbers behind their practice, and she explains the importance of taking the time to learn the ins and outs of your practice’s financial numbers. Kiera explains the significance of key performance indicators (KPIs), and she discusses the importance of dentists helping their teams recognize and understand their practice’s KPIs. Kiera discusses the value in Gino Wickman’s book, Traction: Get a Grip on Your Business, and she shares the importance of tracking case acceptance rates through two different methods in order to truly see the bigger picture. Kiera shares her thoughts on expanding your practice and hiring new staff, she discusses when it is the right time for a dentist to seek the kind of coaching she provides, and she recommends running each of your locations in a multi-location practice under a unique tax ID number.  Resources:  Email: kiera@kierasdentalconsulting.com Email: info@thedentalateam.com Website: www.kierasdentalconsulting.com Traction by Gino Wickman: //amzn.to/2J0EucA 

Understanding and Growing Your Practice, with Kiera Dent Kiera Dent is the founder and owner of Kiera’s Dental Consulting, an organization that helps dentists maximize the business side of their practices. Kiera is experienced in all aspects of working in a dental practice; she started out as a dental assistant straight out of high school, moving to manage the front office, and then moving into the business of helping others start and optimize their own dental practices. Kiera’s career has led her to develop valuable experience in solving many of the pain points dentists face in owning their own practices, and she brings that wealth of knowledge to her consulting work. Kiera’s focus on the details and her proven ability to deliver results means that she is a true expert in maximizing the productivity and efficiency of a dental practice. What You Will Learn: <ul> <li>Kiera explains how she got involved in dentistry, why she chose to start her dental consultancy company to help dentists grow their practices, and why a focus on strong return-on-investment is the key to the work she does.</li> <li>Learn why Kiera tailors and individualizes her coaching based on her client’s needs, and why teamwork and building a supportive staff is one of the primary focuses of her efforts for her clients.</li> <li>Kiera shares why too many dentists struggle to understand the numbers behind their practice, and she explains the importance of taking the time to learn the ins and outs of your practice’s financial numbers.</li> <li>Kiera explains the significance of key performance indicators (KPIs), and she discusses the importance of dentists helping their teams recognize and understand their practice’s KPIs.</li> <li>Kiera discusses the value in Gino Wickman’s book, Traction: Get a Grip on Your Business, and she shares the importance of tracking case acceptance rates through two different methods in order to truly see the bigger picture.</li> <li>Kiera shares her thoughts on expanding your practice and hiring new staff, she discusses when it is the right time for a dentist to seek the kind of coaching she provides, and she recommends running each of your locations in a multi-location practice under a unique tax ID number.</li> </ul> Resources: <ul> <li>Email: <a href="mailto:kiera@kierasdentalconsulting.com" rel="noopener noreferrer">kiera@kierasdentalconsulting.com</a></li> <li>Email: <a href="mailto:info@thedentalateam.com" rel="noopener noreferrer">info@thedentalateam.com</a></li> <li>Website: <a href="https://www.kierasdentalconsulting.com/" rel="noopener noreferrer nofollow" target="_blank">www.kierasdentalconsulting.com</a></li> <li>Traction by Gino Wickman: <a href="https://amzn.to/2J0EucA" rel="noopener noreferrer nofollow" target="_blank">//amzn.to/2J0EucA</a></li> </ul>

Understanding and Growing Your Practice, with Kiera Dent

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school. What You Will Learn:  How good bookkeeping can put more money in your pocket Why good books can help us grow our collections number How organizing our books can help us measure our expenses to increase efficiency Why proper bookkeeping can help us read our net profit and keep more of what we make Why bookkeeping impacts your ability to make decisions as a business owner  Additional Resources:  Website: www.theprogressivedentist.com Twitter: @CraigC2742 LinkedIn: //www.linkedin.com/in/craigcodycpa 

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school. What You Will Learn: <ul> <li>How good bookkeeping can put more money in your pocket</li> <li>Why good books can help us grow our collections number</li> <li>How organizing our books can help us measure our expenses to increase efficiency</li> <li>Why proper bookkeeping can help us read our net profit and keep more of what we make</li> <li>Why bookkeeping impacts your ability to make decisions as a business owner</li> </ul> Additional Resources: <ul> <li>Website: <a href="https://www.theprogressivedentist.com/" rel="noopener noreferrer nofollow" target="_blank">www.theprogressivedentist.com</a></li> <li>Twitter: <a href="https://twitter.com/craigc2742?lang=en" rel="noopener noreferrer nofollow" target="_blank">@CraigC2742</a></li> <li>LinkedIn: <a href="https://www.linkedin.com/in/craigcodycpa" rel="noopener noreferrer nofollow" target="_blank">//www.linkedin.com/in/craigcodycpa</a></li> </ul>

Good Bookkeeping Means More Money in Your Pocket, with Craig Cody

David Barry

With over a decade in the financial services industry, combined with 4+ years of healthcare product and equipment distribution, David Barry provides the unique ability to select customized solutions for doctors seeking practice financing. He also has 17 years of sales and operations management experience and is a former U.S. Army officer. David conducts workshops and lectures regularly regarding healthcare financing at study groups, healthcare societies and TD Bank in-store healthcare continuing education events. He serves as a board member of General Needs, Serving Veterans with Dignity, and is a TD Bank – Metro NY Market Veteran representative. David received his Bachelor of Business Administration from Hofstra University, Master of Business Administration from Dowling College, and Project Management certification from Villanova University. What You Will Learn:  What dentists should do during the pre-purchase phase of buying a practice Answers to the difficult questions dentists have when they are deciding to purchase or start a practice How to surround yourself with the right partners How the acquisition process works The role of your financial partner throughout the acquisition process  How to contact Duane Tinker  Website: //www.td.com/us/en/small-business/healthcare-practice-solution/ Twitter: @dbranger65 LinkedIn: //www.linkedin.com/feed/?trk=guest_homepage-basic_nav-header-signin Facebook: //www.facebook.com/dave.barry.7737 

With over a decade in the financial services industry, combined with 4+ years of healthcare product and equipment distribution, David Barry provides the unique ability to select customized solutions for doctors seeking practice financing. He also has 17 years of sales and operations management experience and is a former U.S. Army officer. David conducts workshops and lectures regularly regarding healthcare financing at study groups, healthcare societies and TD Bank in-store healthcare continuing education events. He serves as a board member of General Needs, Serving Veterans with Dignity, and is a TD Bank – Metro NY Market Veteran representative. David received his Bachelor of Business Administration from Hofstra University, Master of Business Administration from Dowling College, and Project Management certification from Villanova University. What You Will Learn: <ul> <li>What dentists should do during the pre-purchase phase of buying a practice</li> <li>Answers to the difficult questions dentists have when they are deciding to purchase or start a practice</li> <li>How to surround yourself with the right partners</li> <li>How the acquisition process works</li> <li>The role of your financial partner throughout the acquisition process</li> </ul> How to contact Duane Tinker <ul> <li>Website: <a href="https://www.td.com/us/en/small-business/healthcare-practice-solution/" rel="noopener noreferrer nofollow" target="_blank">//www.td.com/us/en/small-business/healthcare-practice-solution/</a></li> <li>Twitter: <a href="https://twitter.com/dbranger65" rel="noopener noreferrer nofollow" target="_blank">@dbranger65</a></li> <li>LinkedIn: <a href="https://www.linkedin.com/feed/?trk=guest_homepage-basic_nav-header-signin" rel="noopener noreferrer nofollow" target="_blank">//www.linkedin.com/feed/?trk=guest_homepage-basic_nav-header-signin</a></li> <li>Facebook: <a href="https://www.facebook.com/dave.barry.7737" rel="noopener noreferrer nofollow" target="_blank">//www.facebook.com/dave.barry.7737</a></li> </ul>

Helpful Tips for Purchasing a Dental Practice, with David Barry

Jordon Comstock

Jordon Comstock is the Founder and CEO of BoomCloud, a software platform that helps dental practices create, organize, automate and manage in-house membership programs to help reduce their dependence on dental insurance. The BoomCloud software allows dental practices to create unlimited plans, payments, and reporting so that the office team can understand how the membership program is functioning and how effective it is proving. Jordan is also the co-host of the Navigating Dental Insurance Podcast, helping dental practices better understand and navigate insurance. Jordan has operated in the world of dentistry for more than fifteen years, having managed a dental laboratory in Salt Lake City for almost a decade. What You Will Learn:  Jordon shares how he got started in dentistry, working in his father's office at age 16, and he outlines how his career progressed into marketing and web design before returning to the dentistry field. Jordon explains how he got the idea for BoomCloud, to help automate the task of membership programs for dental offices. He explains the best practices for setting up a membership program at your dental practice. Jordon outlines the primary benefits practices can get from creating a membership program, including generating a recurring monthly cash flow stream and helping to build a loyal patient base. Jordon explains the importance of setting the right pricing model and adding the right benefits to make the program profitable to the practice as well as attractive to the patients. Jordon shares how a platform like BoomCloud helps dental practices scale their membership programs, and he explains why he believes strongly in the implementation of systems to help you scale any aspect of your business.  How to contact Jordon Comstock:  Website: www.boomcloudapps.com How to Create &amp; Grow a Dental Membership Program ebook: https://boomcloudapps.com/book 

Jordon Comstock is the Founder and CEO of BoomCloud, a software platform that helps dental practices create, organize, automate and manage in-house membership programs to help reduce their dependence on dental insurance. The BoomCloud software allows dental practices to create unlimited plans, payments, and reporting so that the office team can understand how the membership program is functioning and how effective it is proving. Jordan is also the co-host of the Navigating Dental Insurance Podcast, helping dental practices better understand and navigate insurance. Jordan has operated in the world of dentistry for more than fifteen years, having managed a dental laboratory in Salt Lake City for almost a decade. What You Will Learn: <ul> <li>Jordon shares how he got started in dentistry, working in his father's office at age 16, and he outlines how his career progressed into marketing and web design before returning to the dentistry field.</li> <li>Jordon explains how he got the idea for BoomCloud, to help automate the task of membership programs for dental offices. He explains the best practices for setting up a membership program at your dental practice.</li> <li>Jordon outlines the primary benefits practices can get from creating a membership program, including generating a recurring monthly cash flow stream and helping to build a loyal patient base.</li> <li>Jordon explains the importance of setting the right pricing model and adding the right benefits to make the program profitable to the practice as well as attractive to the patients.</li> <li>Jordon shares how a platform like BoomCloud helps dental practices scale their membership programs, and he explains why he believes strongly in the implementation of systems to help you scale any aspect of your business.</li> </ul> How to contact Jordon Comstock: <ul> <li>Website: <a href="http://www.boomcloudapps.com" rel="noopener nofollow" target="_blank">www.boomcloudapps.com</a></li> <li>How to Create &amp; Grow a Dental Membership Program ebook: <a href="https://boomcloudapps.com/book" rel="noopener nofollow" target="_blank">https://boomcloudapps.com/book</a></li> </ul>

The Value of Dental Membership Programs, with Jordon Comstock

Duane Tinker

Duane Tinker is a compliance consultant who helps dentists and SDOs establish and maintain their compliance and risk management programs. Mr.Tinker has inspected hundreds of dental offices, audited thousands of dental records and provided training for thousands of dental professionals. Mr. Tinker is a Subject Matter Expert sought by attorneys who represent dentists in administrative, civil and criminal actions. A former state board investigator turned consultant Mr. Tinker applies his knowledge and experience to help make dental offices safer for patients, dentists, and their staff. Mr.Tinker hosts a podcast called Talking with the Toothcop. You can find it on your favorite podcast app. What You Will Learn:  Why Duane founded Dental Compliance Specialists How DCS helps dental practices and their patients The different types of engagements in which dentists will benefit from consulting Why dental practices should consider third party record auditing How dental compliance consulting makes dental offices safer for patients, dentists, and their staff.  How to contact Duane Tinker  Website: //dentalcompliance.com/ Email: toothcop@dentalcompliance.com Podcast: //dentalcompliance.libsyn.com/ LinkedIn: //www.linkedin.com/in/duanetinker/ Facebook: //www.facebook.com/dentalcompliance/ Check out the Talking With The Toothcop podcast on ApplePodcasts, Stitcher, iHeartRADIO, Spotify and the Dental Compliance Specialists website. 

Duane Tinker is a compliance consultant who helps dentists and SDOs establish and maintain their compliance and risk management programs. Mr.Tinker has inspected hundreds of dental offices, audited thousands of dental records and provided training for thousands of dental professionals. Mr. Tinker is a Subject Matter Expert sought by attorneys who represent dentists in administrative, civil and criminal actions. A former state board investigator turned consultant Mr. Tinker applies his knowledge and experience to help make dental offices safer for patients, dentists, and their staff. Mr.Tinker hosts a podcast called Talking with the Toothcop. You can find it on your favorite podcast app. What You Will Learn: <ul> <li>Why Duane founded Dental Compliance Specialists</li> <li>How DCS helps dental practices and their patients</li> <li>The different types of engagements in which dentists will benefit from consulting</li> <li>Why dental practices should consider third party record auditing</li> <li>How dental compliance consulting makes dental offices safer for patients, dentists, and their staff.</li> </ul> How to contact Duane Tinker <ul> <li>Website: <a href="https://dentalcompliance.com/" rel="noopener noreferrer nofollow" target="_blank">//dentalcompliance.com/</a></li> <li>Email: <a href="mailto:toothcop@dentalcompliance.com" rel="noopener noreferrer">toothcop@dentalcompliance.com</a></li> <li>Podcast: <a href="https://dentalcompliance.libsyn.com/" rel="noopener noreferrer nofollow" target="_blank">//dentalcompliance.libsyn.com/</a></li> <li>LinkedIn: <a href="https://www.linkedin.com/in/duanetinker/" rel="noopener noreferrer nofollow" target="_blank">//www.linkedin.com/in/duanetinker/</a></li> <li>Facebook: <a href="https://www.facebook.com/dentalcompliance/" rel="noopener noreferrer nofollow" target="_blank">//www.facebook.com/dentalcompliance/</a></li> <li>Check out the <a href="https://podcasts.apple.com/us/podcast/talking-with-the-toothcop/id1296587897" rel="noopener noreferrer nofollow" target="_blank">Talking With The Toothcop</a> podcast on ApplePodcasts, Stitcher, iHeartRADIO, Spotify and the Dental Compliance Specialists website.</li> </ul>

The Tooth Cop on Dental Compliance, with Duane Tinker

Elijah Desmond

Dr. Elijah Desmond was born and raised in Navarre, Ohio and is a proud graduate of the Fairless High-school began his college career at age 15. He went on to graduate from Ohio State University as a Dental hygienist. He moved to Honolulu, Hawaii where he started his first of eleven businesses. Elijah now resides in South Florida with his wife and 4-year-old daughter. Dr. Desmond speaks all over the world in 3-4 cities per month and has spoken over 700 hours since he graduated in 2009. He is known for having fun-filled, engaging motivational speaking into all of his events. He provides his audience with tools they can take for life and implement them right away. He is adamant that a fun atmosphere is essential to learning. You may know him for his businesses, Smiles at Sea, international educational conferences on cruise ships where he focuses on two main areas Entrepreneur and dentistry. His cruises focus on two things: FUN and Education. Join him and travel the world 1 tropical destination at a time! He also has an Implant marketing company in which he helps dentists generate high-value dental implant patients! What You Will Learn:  How Dr. Desmond became a serial entrepreneur in the dental field How Dr. Desmond has maintained work-life balance in spite of starting eleven businesses and raising a family How block scheduling helps you achieve the ideal balance Dr. Desmond’s approach to goal setting, and how it empowers teams to work What Dr. Desmond does to save time while running multiple businesses  How to contact Dr. Elijah Desmond  Website:  www.drivendentalmarketing.com www.smilesatsea.com www.elijahdesmond.com   Twitter: @Motivation501 LinkedIn: //www.linkedin.com/in/smilesatsea/ Facebook: Facebook.com/Motivation501 

Dr. Elijah Desmond was born and raised in Navarre, Ohio and is a proud graduate of the Fairless High-school began his college career at age 15. He went on to graduate from Ohio State University as a Dental hygienist. He moved to Honolulu, Hawaii where he started his first of eleven businesses. Elijah now resides in South Florida with his wife and 4-year-old daughter. Dr. Desmond speaks all over the world in 3-4 cities per month and has spoken over 700 hours since he graduated in 2009. He is known for having fun-filled, engaging motivational speaking into all of his events. He provides his audience with tools they can take for life and implement them right away. He is adamant that a fun atmosphere is essential to learning. You may know him for his businesses, Smiles at Sea, international educational conferences on cruise ships where he focuses on two main areas Entrepreneur and dentistry. His cruises focus on two things: FUN and Education. Join him and travel the world 1 tropical destination at a time! He also has an Implant marketing company in which he helps dentists generate high-value dental implant patients! What You Will Learn: <ul> <li>How Dr. Desmond became a serial entrepreneur in the dental field</li> <li>How Dr. Desmond has maintained work-life balance in spite of starting eleven businesses and raising a family</li> <li>How block scheduling helps you achieve the ideal balance</li> <li>Dr. Desmond’s approach to goal setting, and how it empowers teams to work</li> <li>What Dr. Desmond does to save time while running multiple businesses</li> </ul> How to contact Dr. Elijah Desmond <ul> <li>Website: <ul> <li><a href="https://drivendentalmarketing.com/" rel="noopener noreferrer nofollow" target="_blank">www.drivendentalmarketing.com</a></li> <li>w<a href="https://www.smilesatsea.com/" rel="noopener noreferrer nofollow" target="_blank">ww.smilesatsea.com</a></li> <li><a href="https://elijahdesmond.com/" rel="noopener noreferrer nofollow" target="_blank">www.elijahdesmond.com</a></li> </ul> </li> <li>Twitter: <a href="https://www.instagram.com/motivation501/" rel="noopener noreferrer nofollow" target="_blank">@Motivation501</a></li> <li>LinkedIn: <a href="https://www.linkedin.com/in/smilesatsea/" rel="noopener noreferrer nofollow" target="_blank">//www.linkedin.com/in/smilesatsea/</a></li> <li>Facebook: <a href="https://www.facebook.com/Motivation501" rel="noopener noreferrer nofollow" target="_blank">Facebook.com/Motivation501</a></li> </ul>

Work-Life Balance in Dentistry, with Dr. Elijah Desmond

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school. What You Will Learn:  The best legal options for dentists to keep more of what they make QBI and the deductions surrounding it What you can do to get your taxable income below the $315k mark as you plan for QBI How QBI will impact your financial planning in 2020 Why you should plan for QBI with your CPA  Additional Resources:  Website: www.theprogressivedentist.com Twitter: @CraigC2742 LinkedIn: www.linkedin.com/in/craigcodycpa 

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school. What You Will Learn: <ul> <li>The best legal options for dentists to keep more of what they make</li> <li>QBI and the deductions surrounding it</li> <li>What you can do to get your taxable income below the $315k mark as you plan for QBI</li> <li>How QBI will impact your financial planning in 2020</li> <li>Why you should plan for QBI with your CPA</li> </ul> Additional Resources: <ul> <li>Website: <a href="https://www.theprogressivedentist.com/" rel="noopener noreferrer nofollow" target="_blank">www.theprogressivedentist.com</a></li> <li>Twitter: <a href="https://twitter.com/craigc2742?lang=en" rel="noopener noreferrer nofollow" target="_blank">@CraigC2742</a></li> <li>LinkedIn: <a href="https://www.linkedin.com/in/craigcodycpa" rel="noopener noreferrer nofollow" target="_blank">www.linkedin.com/in/craigcodycpa</a></li> </ul>

Qualified Business Income Planning, with Craig Cody

Aaron Nicholas

Dr. Nicholas is a Maryland area dentist who is part of a tradition of dental comfort and care. Dr. Nicholas, a 1987 graduate of the University of Maryland Dental School, has dedicated his professional career to providing you with the best that dentistry has to offer. Dr. Nicholas has completed courses in cosmetic dentistry, endodontics, orthodontics, restorative dentistry, implant dentistry, periodontal (gum) therapy and infection control. He is a member of the American Dental Association, Maryland State Dental Association, Academy of General Dentistry, Dental Organization of Conscious Sedation, and the American Academy of Cosmetic Dentistry. Specializes in: Efficiency, Clinical, and Practice Management Systemization, Accelerated Hygiene. What You Will Learn:  Dr. Nicholas’s background and journey into dentistry The different services Dr. Nicholas offers to the dental community How Dr. Nicholas got into dental coaching and continuing education Dr. Nicholas’s work with Monday Morning Dentistry, The Smile Protection Plan, the Dental Assistant School of Maryland, and Nicholas Dental Care How dentists can delegate while ensuring the quality of work What helped Dr. Nicholas achieve success and the financial mistakes that did the opposite  How to contact Dr. Aaron Nicholas  Website:  //mondaymorningdentistry.com/ //dental-maryland.com/ //smileprotectiondentalplan.com/ //dentalassistantmaryland.com/   Twitter: @NicholasDental Facebook: //www.facebook.com/NicholasDentalCare/ LinkedIn: //www.linkedin.com/in/aaron-nicholas-a0986914/ 

Dr. Nicholas is a Maryland area dentist who is part of a tradition of dental comfort and care. Dr. Nicholas, a 1987 graduate of the University of Maryland Dental School, has dedicated his professional career to providing you with the best that dentistry has to offer. Dr. Nicholas has completed courses in cosmetic dentistry, endodontics, orthodontics, restorative dentistry, implant dentistry, periodontal (gum) therapy and infection control. He is a member of the American Dental Association, Maryland State Dental Association, Academy of General Dentistry, Dental Organization of Conscious Sedation, and the American Academy of Cosmetic Dentistry. Specializes in: Efficiency, Clinical, and Practice Management Systemization, Accelerated Hygiene. What You Will Learn: <ul> <li>Dr. Nicholas’s background and journey into dentistry</li> <li>The different services Dr. Nicholas offers to the dental community</li> <li>How Dr. Nicholas got into dental coaching and continuing education</li> <li>Dr. Nicholas’s work with Monday Morning Dentistry, The Smile Protection Plan, the Dental Assistant School of Maryland, and Nicholas Dental Care</li> <li>How dentists can delegate while ensuring the quality of work</li> <li>What helped Dr. Nicholas achieve success and the financial mistakes that did the opposite</li> </ul> How to contact Dr. Aaron Nicholas <ul> <li>Website: <ul> <li><a href="https://mondaymorningdentistry.com/" rel="noopener noreferrer nofollow" target="_blank">//mondaymorningdentistry.com/</a></li> <li><a href="https://dental-maryland.com/" rel="noopener noreferrer nofollow" target="_blank">//dental-maryland.com/</a></li> <li><a href="https://smileprotectiondentalplan.com/" rel="noopener noreferrer nofollow" target="_blank">//smileprotectiondentalplan.com/</a></li> <li><a href="https://dentalassistantmaryland.com/" rel="noopener noreferrer nofollow" target="_blank">//dentalassistantmaryland.com/</a></li> </ul> </li> <li>Twitter: <a href="https://twitter.com/nicholasdental?lang=en" rel="noopener noreferrer nofollow" target="_blank">@NicholasDental</a></li> <li>Facebook: <a href="https://www.facebook.com/NicholasDentalCare/" rel="noopener noreferrer nofollow" target="_blank">//www.facebook.com/NicholasDentalCare/</a></li> <li>LinkedIn: <a href="https://www.linkedin.com/in/aaron-nicholas-a0986914/" rel="noopener noreferrer nofollow" target="_blank">//www.linkedin.com/in/aaron-nicholas-a0986914/</a></li> </ul>

Innovation in Dentistry, with Dr. Aaron Nicholas

Genevieve Poppe

Ms. Poppe has held many positions in the dental industry over the last 20+ years. Her expertise is proven by years of success in all aspects of practice operations. In addition to many years of clinical experience and practice management experience, Ms. Poppe has architected and facilitated numerous practice acquisitions, transitions, and relocations since she co-founded Stepping Stone Dental Partners in 2009. Her valuable experience as an owner and manager of a seven-practice affiliate group refined her process and approach to practice growth and management. Her ability to develop strong dental teams with excellent patient connection and communication skills keep her in high demand in the dental industry. In addition to her transition experience, she has a thorough knowledge of dental insurance, dental procedures, equipment, industry trends and best practice standards for patient service and care. Ms. Poppe has a unique understanding of what it takes to help dentists achieve their practice vision. She is committed to listening to, understanding, and finding solutions for her clients. She delivers a passion and level of communication that truly set her apart. From practice start-up to practice transition, she has the skills and knowledge to implement systems for practice and team success. What You Will Learn:  Ms. Poppe’s journey into dentistry and practice management How Ms. Poppe helps dentists realize their visions and build their empires Why dentists need to change their approach to inbound marketing How to track the results of your marketing spend How to prepare your team for converting inbound leads  How to contact Genevieve Poppe  Website: //www.poppepracticemanagement.com/ Schedule a Call: //calendly.com/gpoppe Twitter: @GeniPoppe LinkedIn: //www.linkedin.com/in/genevievepoppe/ Facebook: //www.facebook.com/poppepracticemanagement 

Ms. Poppe has held many positions in the dental industry over the last 20+ years. Her expertise is proven by years of success in all aspects of practice operations. In addition to many years of clinical experience and practice management experience, Ms. Poppe has architected and facilitated numerous practice acquisitions, transitions, and relocations since she co-founded Stepping Stone Dental Partners in 2009. Her valuable experience as an owner and manager of a seven-practice affiliate group refined her process and approach to practice growth and management. Her ability to develop strong dental teams with excellent patient connection and communication skills keep her in high demand in the dental industry. In addition to her transition experience, she has a thorough knowledge of dental insurance, dental procedures, equipment, industry trends and best practice standards for patient service and care. Ms. Poppe has a unique understanding of what it takes to help dentists achieve their practice vision. She is committed to listening to, understanding, and finding solutions for her clients. She delivers a passion and level of communication that truly set her apart. From practice start-up to practice transition, she has the skills and knowledge to implement systems for practice and team success. What You Will Learn: <ul> <li>Ms. Poppe’s journey into dentistry and practice management</li> <li>How Ms. Poppe helps dentists realize their visions and build their empires</li> <li>Why dentists need to change their approach to inbound marketing</li> <li>How to track the results of your marketing spend</li> <li>How to prepare your team for converting inbound leads</li> </ul> How to contact Genevieve Poppe <ul> <li>Website: <a href="https://www.poppepracticemanagement.com/" rel="noopener noreferrer nofollow" target="_blank">//www.poppepracticemanagement.com/</a></li> <li>Schedule a Call: <a href="https://calendly.com/gpoppe" rel="noopener noreferrer nofollow" target="_blank">//calendly.com/gpoppe</a></li> <li>Twitter: <a href="https://twitter.com/genipoppe?lang=en" rel="noopener noreferrer nofollow" target="_blank">@GeniPoppe</a></li> <li>LinkedIn: <a href="https://www.linkedin.com/in/genevievepoppe/" rel="noopener noreferrer nofollow" target="_blank">//www.linkedin.com/in/genevievepoppe/</a></li> <li>Facebook: <a href="https://www.facebook.com/poppepracticemanagement" rel="noopener noreferrer nofollow" target="_blank">//www.facebook.com/poppepracticemanagement</a></li> </ul>

Marketing Strategy for Dental Practices, with Genevieve Poppe

Mike Michalowicz

Mike mi-KAL-o-wits is the author of Profit First, Surge, The Pumpkin Plan, and his newest release Clockwork. By his 35th birthday, Mike had founded and sold two companies – one to private equity and another to a Fortune 500. Today he is running his third multi-million dollar venture, Profit First Professionals. Mike is a former small business columnist for The Wall Street Journal and the former business makeover specialist on MSNBC. Over the years, Mike has traveled the globe speaking with thousands of entrepreneurs, and is here today to share the best of what he has learned. What You Will Learn:  The backstory behind Mike’s creation of Profit First Professionals How dental practitioners can make their practices permanently profitable using the Profit First Professionals’ unique system. Why sales is not the answer to profitability How dental practices can prepare for their tax bill Why dental practices should do a quarterly profit distribution  How to contact Mike Michalowicz  Website: //mikemichalowicz.com/ Podcast: //mikemichalowicz.com/podcast/ Books: //mikemichalowicz.com/books/ LinkedIn: //www.linkedin.com/in/mikemichalowicz Facebook: //www.facebook.com/MikeMichalowiczFanPage/ Twitter: @MikeMichalowicz 

Mike mi-KAL-o-wits is the author of Profit First, Surge, The Pumpkin Plan, and his newest release Clockwork. By his 35th birthday, Mike had founded and sold two companies – one to private equity and another to a Fortune 500. Today he is running his third multi-million dollar venture, Profit First Professionals. Mike is a former small business columnist for The Wall Street Journal and the former business makeover specialist on MSNBC. Over the years, Mike has traveled the globe speaking with thousands of entrepreneurs, and is here today to share the best of what he has learned. What You Will Learn: <ul> <li>The backstory behind Mike’s creation of Profit First Professionals</li> <li>How dental practitioners can make their practices permanently profitable using the Profit First Professionals’ unique system.</li> <li>Why sales is not the answer to profitability</li> <li>How dental practices can prepare for their tax bill</li> <li>Why dental practices should do a quarterly profit distribution</li> </ul> How to contact Mike Michalowicz <ul> <li>Website: <a href="https://mikemichalowicz.com/" rel="noopener noreferrer nofollow" target="_blank">//mikemichalowicz.com/</a></li> <li>Podcast: <a href="https://mikemichalowicz.com/podcast/" rel="noopener noreferrer nofollow" target="_blank">//mikemichalowicz.com/podcast/</a></li> <li>Books: <a href="https://mikemichalowicz.com/books/" rel="noopener noreferrer nofollow" target="_blank">//mikemichalowicz.com/books/</a></li> <li>LinkedIn: <a href="https://www.linkedin.com/in/mikemichalowicz" rel="noopener noreferrer nofollow" target="_blank">//www.linkedin.com/in/mikemichalowicz</a></li> <li>Facebook: <a href="https://www.facebook.com/MikeMichalowiczFanPage/" rel="noopener noreferrer nofollow" target="_blank">//www.facebook.com/MikeMichalowiczFanPage/</a></li> <li>Twitter: <a href="https://twitter.com/MikeMichalowicz" rel="noopener noreferrer nofollow" target="_blank">@MikeMichalowicz</a></li> </ul>

Build a Permanently Profitable Business, with Mike Michalowicz

Randy Sadler

Randy has been a Principal with CIC Services since 2012. He has been a Marketing and Communications professional since 2007 when he joined Procter &amp; Gamble’s Brand Management Group. His career transitions have taken him from P&amp;G to Pfizer Pharmaceuticals to the Ellison Group to Jewelry Television. He now leads Marketing and Client Empowerment for CIC Services, LLC. Randy has an entrepreneurial bent and is active in investment real estate. He is an owner and principal in Woodlands Management, LLC. His partnerships manage over 400 residential properties. Randy received his Bachelor of Science degree from the United States Military Academy in 1992. Randy resides in Knoxville, TN with his lovely bride of 26 years, Shannon. They have five children. Randy and Shannon helped found a Classical Christian School in Knoxville that is entering its 16th year with over 250 students. Randy still serves as school board president. What You Will Learn:  How captive insurance works How dental practice owners can set up a captive insurance company The benefits of using captive insurance vs. market insurance How to get paid out by your captive insurance company Why captive insurance is a great option for larger practices  How to contact Randy Sadler  Website: cicservicesllc.com Phone: (865) 599-6104 Email: Randy@cicservicesllc.com Facebook: //www.facebook.com/captivatingthinking/ LinkedIn: //www.linkedin.com/in/randy-sadler-2746644/ 

Randy has been a Principal with CIC Services since 2012. He has been a Marketing and Communications professional since 2007 when he joined Procter &amp; Gamble’s Brand Management Group. His career transitions have taken him from P&amp;G to Pfizer Pharmaceuticals to the Ellison Group to Jewelry Television. He now leads Marketing and Client Empowerment for CIC Services, LLC. Randy has an entrepreneurial bent and is active in investment real estate. He is an owner and principal in Woodlands Management, LLC. His partnerships manage over 400 residential properties. Randy received his Bachelor of Science degree from the United States Military Academy in 1992. Randy resides in Knoxville, TN with his lovely bride of 26 years, Shannon. They have five children. Randy and Shannon helped found a Classical Christian School in Knoxville that is entering its 16th year with over 250 students. Randy still serves as school board president. What You Will Learn: <ul> <li>How captive insurance works</li> <li>How dental practice owners can set up a captive insurance company</li> <li>The benefits of using captive insurance vs. market insurance</li> <li>How to get paid out by your captive insurance company</li> <li>Why captive insurance is a great option for larger practices</li> </ul> How to contact Randy Sadler <ul> <li>Website: <a href="https://www.captivatingthinking.com/" rel="noopener noreferrer nofollow" target="_blank">cicservicesllc.com</a></li> <li>Phone: (865) 599-6104</li> <li>Email: <a href="mailto:Randy@cicservicesllc.com" rel="noopener noreferrer">Randy@cicservicesllc.com</a></li> <li>Facebook: <a href="https://www.facebook.com/captivatingthinking/" rel="noopener noreferrer nofollow" target="_blank">//www.facebook.com/captivatingthinking/</a></li> <li>LinkedIn: <a href="https://www.linkedin.com/in/randy-sadler-2746644/" rel="noopener noreferrer nofollow" target="_blank">//www.linkedin.com/in/randy-sadler-2746644/</a></li> </ul>

Captive Insurance for Dental Practice Owners, with Randy Sadler

Katherine Bracy

Dr. Katherine Bracy graduated from the prestigious University of the Pacific Arthur A. Dugoni School of Dentistry in San Francisco, California. She practiced as a full-time general dentist before deciding that her true calling was working with children. She was accepted to Saint Barnabas Hospital where she trained for an additional two years. Dr. Bracy graduated with a certificate in pediatric dentistry and went on to complete her board certification in the specialty, an honor representing the highest possible credentials within the field. She worked as an attending at the Rose F. Kennedy Center helping children and adults with developmental disabilities. She has been happily serving children in the Rockland County area as a full-time pediatric dentist since graduating. Dr. Bracy is also a Certified Lactation Counselor (CLC). As a CLC she is able to provide support and counseling to families who are thinking about breastfeeding or have questions or problems during the course of their breastfeeding journey. She currently is a member of the Rockland County Breastfeeding Coalition group as a Pediatric Dentist to help address tongue and lip tie issues that may affect breastfeeding moms in the Rockland County area. She believes in making every experience as comfortable as possible and nothing brightens her day more than to see a happy, healthy smile! During her spare time, she enjoys spending time with her beautiful family, reading and hiking. Professional Affiliations  Diplomate, American Board of Pediatric Dentistry American Pediatric Dental Association Northeast Society of Pediatric Dentists New York Academy of Pediatric Dentistry  What You Will Learn:  Dr. Bracy’s journey into entrepreneurship The role of financial planning in her business strategy The tactics and strategies that Dr. Bracy has used to grow her practice Common financial mistakes and pitfalls that dentists overlook Tools and resources that Dr. Bracy found helpful in the early stages of running her business How to overcome a lack of business experience when you open a practice  How to contact Dr. Katherine Bracy  Website: //www.lapetitedent.com/ Facebook: //www.facebook.com/lapetitedent LinkedIn: //www.linkedin.com/in/katherine-bracy-9452a944 

Dr. Katherine Bracy graduated from the prestigious University of the Pacific Arthur A. Dugoni School of Dentistry in San Francisco, California. She practiced as a full-time general dentist before deciding that her true calling was working with children. She was accepted to Saint Barnabas Hospital where she trained for an additional two years. Dr. Bracy graduated with a certificate in pediatric dentistry and went on to complete her board certification in the specialty, an honor representing the highest possible credentials within the field. She worked as an attending at the Rose F. Kennedy Center helping children and adults with developmental disabilities. She has been happily serving children in the Rockland County area as a full-time pediatric dentist since graduating. Dr. Bracy is also a Certified Lactation Counselor (CLC). As a CLC she is able to provide support and counseling to families who are thinking about breastfeeding or have questions or problems during the course of their breastfeeding journey. She currently is a member of the Rockland County Breastfeeding Coalition group as a Pediatric Dentist to help address tongue and lip tie issues that may affect breastfeeding moms in the Rockland County area. She believes in making every experience as comfortable as possible and nothing brightens her day more than to see a happy, healthy smile! During her spare time, she enjoys spending time with her beautiful family, reading and hiking. Professional Affiliations <ul> <li>Diplomate, American Board of Pediatric Dentistry</li> <li>American Pediatric Dental Association</li> <li>Northeast Society of Pediatric Dentists</li> <li>New York Academy of Pediatric Dentistry</li> </ul> What You Will Learn: <ul> <li>Dr. Bracy’s journey into entrepreneurship</li> <li>The role of financial planning in her business strategy</li> <li>The tactics and strategies that Dr. Bracy has used to grow her practice</li> <li>Common financial mistakes and pitfalls that dentists overlook</li> <li>Tools and resources that Dr. Bracy found helpful in the early stages of running her business</li> <li>How to overcome a lack of business experience when you open a practice</li> </ul> How to contact Dr. Katherine Bracy <ul> <li>Website: <a href="https://www.lapetitedent.com/" rel="noopener noreferrer nofollow" target="_blank">//www.lapetitedent.com/</a></li> <li>Facebook: <a href="https://www.facebook.com/lapetitedent" rel="noopener noreferrer nofollow" target="_blank">//www.facebook.com/lapetitedent</a></li> <li>LinkedIn: <a href="https://www.linkedin.com/in/katherine-bracy-9452a944" rel="noopener noreferrer nofollow" target="_blank">//www.linkedin.com/in/katherine-bracy-9452a944</a></li> </ul>

Entrepreneurship in Pediatric Dentistry, with Dr. Katherine Bracy

Bryan L. Elwood

Bryan L. Elwood focuses his practice in the corporate, transactional, and finance sectors, advising clients in negotiating and implementing asset and equity acquisitions and dispositions, corporate restructurings, and financial transactions. He has extensive experience advising dental support organizations, large dental practice groups, individual dentists, and other health care providers in a variety of corporate and regulatory matters, including buying and selling dental practices, forming dental support organizations, and preparing and implementing business support and other related agreements between dental support organizations and dental practices. In addition to his dental and other health care legal work, Bryan also provides general corporate governance and business transaction services to clients across all industries and has significant experience representing creditors, debtors, and other parties-in-interest in the areas of creditors’ and debtors’ rights and complex bankruptcy cases. Prior to joining Parsons Behle &amp; Latimer, Bryan was Senior Counsel at Dykema Gossett in Dallas after spending over 11 years at Greenberg Traurig in its Dallas office. Following law school, he served as a Law Clerk to the Honorable Robert C. McGuire, Chief Judge of the United States Bankruptcy Court, Northern District of Texas (Dallas Division). What You Will Learn:  How the practice acquisition timeline typically works, and why Bryan compares the process to a courting relationship Why the seller will want to share their financials early in the process, right after the non-disclosure agreement has been signed What particular metrics within the financial information the buyer should be looking for to ensure that the practice is a match for their needs Why a letter of intent is an important layer of protection, and what key steps need to be taken before closing a deal Why the existing office lease is an important consideration to keep in mind, and why lenders will typically expect a renegotiated agreement What other work Bryan does for dentists and dental practices alongside his work in practice acquisition How Bryan works with clients in multiple states, helping them with contractual and non-litigation matters Why Bryan sees a lot of new opportunities for people working in today’s dental environment, and what advice he would offer about doing things right the first time  How to contact Bryan Elwood  Telephone: (801) 536-6781 Email: delwood@parsonsbehle.com LinkedIn: www.linkedin.com/in/bryan-l-elwood-2034a48/  Prior to joining Parsons Behle &amp; Latimer, Bryan was Senior Counsel at Dykema Gossett in Dallas after spending over 11 years at Greenberg Traurig in its Dallas office. Following law school, he served as a Law Clerk to the Honorable Robert C. McGuire, Chief Judge of the United States Bankruptcy Court, Northern District of Texas (Dallas Division). What You Will Learn:  How the practice acquisition timeline typically works, and why Bryan likens the process to a courting relationship Why the seller will want to share their financials early in the process, right after the non-disclosure agreement has been signed What particular metrics within the financial information the buyer should be looking for to ensure that the practice is a match for their needs Why a letter of intent is an important layer of protection, and what key steps need to be taken before closing a deal Why the existing office lease is an important consideration to keep in mind, and why lenders will typically expect a renegotiated agreement What other work Bryan does for dentists and dental practices alongside his work in practice acquisition How Bryan works with clients in multiple states, helping them with contractual and non-litigation matters Why Bryan sees a lot of new opportunities for people working in today’s dental environment, and what advice he would offer about doing things right the first time  How to contact Bryan Elwood  Telephone: (801) 536-6781 Email: delwood@parsonsbehle.com LinkedIn: www.linkedin.com/in/bryan-l-elwood-2034a48/ 

Bryan L. Elwood focuses his practice in the corporate, transactional, and finance sectors, advising clients in negotiating and implementing asset and equity acquisitions and dispositions, corporate restructurings, and financial transactions. He has extensive experience advising dental support organizations, large dental practice groups, individual dentists, and other health care providers in a variety of corporate and regulatory matters, including buying and selling dental practices, forming dental support organizations, and preparing and implementing business support and other related agreements between dental support organizations and dental practices. In addition to his dental and other health care legal work, Bryan also provides general corporate governance and business transaction services to clients across all industries and has significant experience representing creditors, debtors, and other parties-in-interest in the areas of creditors’ and debtors’ rights and complex bankruptcy cases. Prior to joining Parsons Behle &amp; Latimer, Bryan was Senior Counsel at Dykema Gossett in Dallas after spending over 11 years at Greenberg Traurig in its Dallas office. Following law school, he served as a Law Clerk to the Honorable Robert C. McGuire, Chief Judge of the United States Bankruptcy Court, Northern District of Texas (Dallas Division). What You Will Learn: <ul> <li>How the practice acquisition timeline typically works, and why Bryan compares the process to a courting relationship</li> <li>Why the seller will want to share their financials early in the process, right after the non-disclosure agreement has been signed</li> <li>What particular metrics within the financial information the buyer should be looking for to ensure that the practice is a match for their needs</li> <li>Why a letter of intent is an important layer of protection, and what key steps need to be taken before closing a deal</li> <li>Why the existing office lease is an important consideration to keep in mind, and why lenders will typically expect a renegotiated agreement</li> <li>What other work Bryan does for dentists and dental practices alongside his work in practice acquisition</li> <li>How Bryan works with clients in multiple states, helping them with contractual and non-litigation matters</li> <li>Why Bryan sees a lot of new opportunities for people working in today’s dental environment, and what advice he would offer about doing things right the first time</li> </ul> How to contact Bryan Elwood <ul> <li>Telephone: (801) 536-6781</li> <li>Email: <a href="https://delwood@parsonsbehle.com/" rel="noopener noreferrer nofollow" target="_blank">delwood@parsonsbehle.com</a></li> <li>LinkedIn: <a href="https://www.linkedin.com/in/bryan-l-elwood-2034a48/" rel="noopener noreferrer nofollow" target="_blank">www.linkedin.com/in/bryan-l-elwood-2034a48/</a></li> </ul> Prior to joining Parsons Behle &amp; Latimer, Bryan was Senior Counsel at Dykema Gossett in Dallas after spending over 11 years at Greenberg Traurig in its Dallas office. Following law school, he served as a Law Clerk to the Honorable Robert C. McGuire, Chief Judge of the United States Bankruptcy Court, Northern District of Texas (Dallas Division). What You Will Learn: <ul> <li>How the practice acquisition timeline typically works, and why Bryan likens the process to a courting relationship</li> <li>Why the seller will want to share their financials early in the process, right after the non-disclosure agreement has been signed</li> <li>What particular metrics within the financial information the buyer should be looking for to ensure that the practice is a match for their needs</li> <li>Why a letter of intent is an important layer of protection, and what key steps need to be taken before closing a deal</li> <li>Why the existing office lease is an important consideration to keep in mind, and why lenders will typically expect a renegotiated agreement</li> <li>What other work Bryan does for dentists and dental practices alongside his work in practice acquisition</li> <li>How Bryan works with clients in multiple states, helping them with contractual and non-litigation matters</li> <li>Why Bryan sees a lot of new opportunities for people working in today’s dental environment, and what advice he would offer about doing things right the first time</li> </ul> How to contact Bryan Elwood <ul> <li>Telephone: (801) 536-6781</li> <li>Email: <a href="https://delwood@parsonsbehle.com/" rel="noopener noreferrer nofollow" target="_blank">delwood@parsonsbehle.com</a></li> <li>LinkedIn: <a href="https://www.linkedin.com/in/bryan-l-elwood-2034a48/" rel="noopener noreferrer nofollow" target="_blank">www.linkedin.com/in/bryan-l-elwood-2034a48/</a></li> </ul>

A Legal Perspective on Dental Practice Acquisition, with Bryan L. Elwood

Joe Nichols

Joe has a broad range of experience in working with defined benefit plans in the areas of design, administration, compliance and funding. Joe has served as a consultant to many types of clients, including corporate and public. Joe is an enrolled actuary who is responsible for ensuring the technical accuracy of projects as well as the effective communication of the results to the executive staff, employee benefits committees, boards, legislative committees, and other interested parties. Over his 30-year career, Joe has worked with regional and national actuarial firms. He also created his own pension actuarial and administration firm in 1997 and sold his interest in 2012. Joe has broad experience in providing actuarial and administrative services as the lead consultant to a variety of clients from owner-only plans to large corporate plans and statewide retirement systems. His work has included standard actuarial work including actuarial valuations, experience studies, projection modeling, cost studies and presentation. He also deals in special consulting projects related to data analysis, benefit calculation programs, mergers and acquisitions as well as support in liquidity analysis and bankruptcy proceedings. What You Will Learn:  Joe Nichols’ story and his current role as Director of Actuarial Services at DWC What is a defined benefits plan and how does it work How to set up a defined benefits plan The characteristics that make an effective defined-benefits-plan design The advantages and disadvantages of a 401k vs. DB plan Key questions that business owners should ask during the plan design process Who is included in the DB plan  How to contact Joe Nichols  Website: www.dwc401k.com Twitter: @JoeJoeActuary 

Joe has a broad range of experience in working with defined benefit plans in the areas of design, administration, compliance and funding. Joe has served as a consultant to many types of clients, including corporate and public. Joe is an enrolled actuary who is responsible for ensuring the technical accuracy of projects as well as the effective communication of the results to the executive staff, employee benefits committees, boards, legislative committees, and other interested parties. Over his 30-year career, Joe has worked with regional and national actuarial firms. He also created his own pension actuarial and administration firm in 1997 and sold his interest in 2012. Joe has broad experience in providing actuarial and administrative services as the lead consultant to a variety of clients from owner-only plans to large corporate plans and statewide retirement systems. His work has included standard actuarial work including actuarial valuations, experience studies, projection modeling, cost studies and presentation. He also deals in special consulting projects related to data analysis, benefit calculation programs, mergers and acquisitions as well as support in liquidity analysis and bankruptcy proceedings. What You Will Learn: <ul> <li>Joe Nichols’ story and his current role as Director of Actuarial Services at DWC</li> <li>What is a defined benefits plan and how does it work</li> <li>How to set up a defined benefits plan</li> <li>The characteristics that make an effective defined-benefits-plan design</li> <li>The advantages and disadvantages of a 401k vs. DB plan</li> <li>Key questions that business owners should ask during the plan design process</li> <li>Who is included in the DB plan</li> </ul> How to contact Joe Nichols <ul> <li>Website: <a href="https://www.dwc401k.com/" rel="noopener noreferrer nofollow" target="_blank">www.dwc401k.com</a></li> <li>Twitter: <a href="https://twitter.com/joejoeactuary" rel="noopener noreferrer nofollow" target="_blank">@JoeJoeActuary</a></li> </ul>

Defined Benefits Plans for Small Business Owners, with Joe Nichols

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school. What You Will Learn:  Processes that will help you build wealth and keep more of what you make The questions you should ask going into the 2019 tax planning season Why you need a consistent open dialogue with your CPA  Additional Resources:  Website: www.theprogressivedentist.com Twitter: @CraigC2742 LinkedIn: //www.linkedin.com/in/craigcodycpa 

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school. What You Will Learn: <ul> <li>Processes that will help you build wealth and keep more of what you make</li> <li>The questions you should ask going into the 2019 tax planning season</li> <li>Why you need a consistent open dialogue with your CPA</li> </ul> Additional Resources: <ul> <li>Website: <a href="https://www.theprogressivedentist.com/" rel="noopener noreferrer nofollow" target="_blank">www.theprogressivedentist.com</a></li> <li>Twitter: <a href="https://twitter.com/craigc2742?lang=en" rel="noopener noreferrer nofollow" target="_blank">@CraigC2742</a></li> <li>LinkedIn: <a href="https://www.linkedin.com/in/craigcodycpa" rel="noopener noreferrer nofollow" target="_blank">//www.linkedin.com/in/craigcodycpa</a></li> </ul>

Top Tax Tips of 2019, with Craig Cody

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