Our Financial Boot Camp Video Series
FREE ONLINE FINANCIAL “BOOT CAMPS”
You won’t break a sweat like those gym boot camps, but you will become financially stronger and learn how to flex your money muscles!
Recently Recorded:
Doing Your Financial Due Diligence – Recorded 12/30/2020
When presented with an opportunity to purchase a practice, a dentist can be overwhelmed trying to evaluate the volume of practice data available to determine whether to move forward with the purchase. In this presentation, we will help you better understand what it means to “Do Your Financial Due Diligence”. You will learn how to evaluate financial data in several practice management areas, such as Collections & Overhead, Productivity, Staff Compensation, Standard Fee Schedule, and Projected “After-Tax, After Debt-Service Cash Flow”.
We will discuss practice management averages, metrics and benchmarks common to practices in the area. We will review real world examples of how this information can be utilized as part of the Due Diligence process and help put the practice opportunity into perspective compared to other practices. This course is also valuable for Sellers so they can learn which aspects of their practices the Buyers will be evaluating when the time to sell their practices arrives.
Year End Planning For Practice Owners – Recorded 12/16/2020
2020 has been one of the most challenging years for practice owners. Join Andrew Schwartz, CPA, as he discusses actions to take before December 31st to lower your tax liabilities and get your practice’s financial house in order for year end.
Year End Tax Planning For Individuals – Recorded 11/18/2020
Are you ready to say goodbye to 2020? With a little tax planning, you can ensure you leave 2020 on the best financial note possible. Join Rick Schwartz, CPA, as he highlights important steps you can take before December 31st to lower your tax liabilities. Rick will also cover actions to take for 2021 to start off the new year on the best path possible.
Retirement/Savings:
- The Quick & Dirty Personal Financial Checkup
- Estate Planning: Intro to the Essentials
- The Home Stretch: Steps to Consider When Planning for Retirement
- SIMPLE IRA’s, 401(k),Profit Sharing Plans and Cash Balance Plans: How Do I Choose?
- Health Savings Accounts – The New and Improved 401(k) Plan
- How to FIRE: Strategies for Becoming Financially Independent and Retiring Early
- How Does Your 401(k) Stack Up?
- 401k and 403b: No Match Doesn’t Mean No Good
- Generational Wealth Transfer: 10 Best Practices
- Get What’s Yours: Maximizing Social Security
Dental Practices:
- Doing Your Financial Due Diligence – Recorded 12/30/2020
- Year End Planning For Practice Owners – Recorded 12/16/2020
- Understanding Your Dental Practice’s Overhead
- Hygiene Re-Care % for General Dentists
- Four Cost Effective Ways to Market Your Practice
- Preventing Theft at a Dental Practice by Front Desk Staff
- Changes to the MA Employment Laws – What Employers Need to Know
Taxes and Income for Individuals:
- Year End Tax Planning For Individuals – Recorded 11/18/2020
- 2020 Year End Tax Planning For Individuals
- Get What’s Yours: Maximizing Social Security
- The Home Stretch: Steps to Consider When Planning for Retirement
- How to Report a Foreign Gift or Inheritance of More Than $100,000
- How to Generate Tax-Free Income From Your Home Each Year
- 401k and 403b Basics: No Match Doesn’t Mean No Good