09-15-23 – Tax, Business, & Financial Management for Practice Owners
$0.00 – $295.00
September 15, 2023
Course Title – Tax, Business, and Financial Management for Practice Owners
Presented By – Wesley W. Lyon, II, CPA, CFP
Course Time – 8:30 am – 4:00 pm
Credits – 7 CE credits (4- AM, 3 – PM)
Location – West Shore Country Club
Course Description:
Join the 5% of dentists who can afford to retire at age 65. Using these winning financial
strategies, you can develop a game plan to increase your net worth, reach financial freedom, and
reduce stress. This hard-hitting program contains tried and true strategies – gleaned from over 35
years of working exclusively with the dental profession.
Highlights include:
• Creative strategies to slash taxes
• Practice building and overhead control to boost profitability
• Winning saving and debt reduction strategies
• How to cut children’s educational costs by 50% or more
• Ways to save thousands in unnecessary insurance costs
• Tax-deductible retirement savings strategies
• How to maximize tax-free income
• Strategies for increasing business tax deductions
strategies, you can develop a game plan to increase your net worth, reach financial freedom, and
reduce stress. This hard-hitting program contains tried and true strategies – gleaned from over 35
years of working exclusively with the dental profession.
Highlights include:
• Creative strategies to slash taxes
• Practice building and overhead control to boost profitability
• Winning saving and debt reduction strategies
• How to cut children’s educational costs by 50% or more
• Ways to save thousands in unnecessary insurance costs
• Tax-deductible retirement savings strategies
• How to maximize tax-free income
• Strategies for increasing business tax deductions
Speaker:
Wes serves as President and CEO of McGill and Lyon Dental Advisors, a member of the McGill
& Hill Group. He is a graduate of Virginia Tech and holds degrees in both accounting and
finance. Wes is a Certified Public Accountant and Certified Financial Planner™ specializing in
the taxation of dental practices. He is a frequent speaker at dental societies, study clubs, and
industry events nationwide, as well as McGill and Hill Group seminars.
Wes is also a regular contributor to The McGill Advisory, a subscription-based publication that
provides over 5,000 doctors with articles and resources to lower their taxes, increase profits,
protect wealth, and plan for a prosperous retirement.
In his spare time, Wes enjoys traveling with his wife, Becca. He is also a car enthusiast and
enjoys working on his e36 BMW M3. On warm weekends you’ll find Wes working on his golf
swing or boating on the lake.
& Hill Group. He is a graduate of Virginia Tech and holds degrees in both accounting and
finance. Wes is a Certified Public Accountant and Certified Financial Planner™ specializing in
the taxation of dental practices. He is a frequent speaker at dental societies, study clubs, and
industry events nationwide, as well as McGill and Hill Group seminars.
Wes is also a regular contributor to The McGill Advisory, a subscription-based publication that
provides over 5,000 doctors with articles and resources to lower their taxes, increase profits,
protect wealth, and plan for a prosperous retirement.
In his spare time, Wes enjoys traveling with his wife, Becca. He is also a car enthusiast and
enjoys working on his e36 BMW M3. On warm weekends you’ll find Wes working on his golf
swing or boating on the lake.
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