Free Monthly CE Webinar

Creating Your Year-End Checklist: What Can and Cannot Wait

As the end of another year approaches, it is always a good time to check in on your finances and create a plan for the coming year. Join Matt Mulcock, CFP® and Ryan Isaac, CFP® for a live webinar to learn about the upcoming changes created by the Secure Act 2.0 and create a checklist to help you get organized for tax planning and 2024.

YOU’LL LEARN:

• How to determine which tax deadlines apply to you and your practice
• How to maximize year-end tax strategy and planning
• What topics to discuss with your CPA to avoid costly mistakes
• What the Secure Act 2.0 is and how it may impact your financial plan

Who Should Attend?

• Practice owners, associates, and students

Presenters

• Matt Mulcock, CFP®, Dentist Advisors
• Ryan Isaac, CFP®, Dentist Advisors