Free CE Monthly Webinar

2024 in Review: Tax Updates & Financial Metrics for Dentists

Did you buy your first dental practice in 2024? Have you been in the industry for years and are considering your exit strategies? No matter what stage of career you are in, having a good understanding of  your dental practice’s finances is vital to making sound, long-term decisions. 

Join Tom Whalen, CPA for an exclusive webinar where he will provide guidance on the financial metrics and upcoming tax law changes that every dental professional should know. 

In this webinar, you’ll learn:

• Key aspects of existing tax laws set to expire by the end of 2025 and what these changes could mean for your tax planning
• Upcoming tax law changes including the SECURE 2.0 and BOI reporting
• Key industry metrics to measure your practice’s performance
• Simple and effective tax planning tactics to apply now and in the future

Don’t miss this opportunity to stay updates to make informed financial decisions. 

Who Should Attend?

• Practice owners and associates

Presenters

• Tom Whalen, CPA, Managing Partner at Edge Advisors
• Ryan Isaac, CFP®, Co-Founder & Sr. Advisor at Dentist Advisors

Tom Whalen, CPA

Tom is a Certified Public Accountant (CPA) and Certified Valuation Analyst (CVA) at Edge Advisors where he helps doctors start their practices and run their practices in a more efficient manner, while saving thousands of dollars in taxes.

Presenter

Ryan Isaac, CFP®

Co-Founder of Dentist Advisors and host of the Dentist Money™ Show, Ryan Isaac is a trusted financial advisor to dentists across the country. He is a CFP® with deep financial planning expertise and has been a major contributor to the growth of Dentist Advisors.

Presenter