October 15, 2021 – CANCELLED

Presented By – Mr. Andrew Tucker 

Course Time – 8:30 am – 4:00 pm

Credits – 7 CE credits (4- AM, 3 – PM)

Location – The West Shore Country Club

100 Brentwater Road, Camp Hill, PA

Course Description:

In this conversation, we are going to cover the top 5 items that doctors commonly overlook in their financial planning.These items are a mix of business and financial planning items, these top five commonly overlooked items can be very costly for doctors who fail to plan around them. In this conversation, you will learn:

• Why Roth IRA‘s should be a part of planning for all doctors
• Better ways to give to charity than through the use of direct cash contributions
• Factors to consider when trying to maximize your retirement plan
• Key indicators to evaluate your clinical productivity 
• Advanced income tax planning tactics that are commonly overlooked

Speaker Bio:

A tax attorney by training, Andrew is also a CPA and a CFP® who works exclusively with the dental profession. He uses his unique education and experience to comprehensively guide clients on helping to maximize wealth through a unique blend of tax-centric cash flow strategies that can be essential for dentists. Andrew has a passion for sharing his knowledge with doctors all over the country, and has served as a guest lecturer for the American Dental Association (ADA), American Association of Orthodontists (AAO), the Pacific Coast Society of Orthodontists (PCSO), the Rocky Mountain Dental Convention (RMDC), The Thomas P. Hinman Dental Meeting, and others. When he is not helping doctors build their businesses, he can be found spending time with his two girls or sharing his passion for strength and conditioning with others.