FINANCIAL DECISIONS THE DENTIST MUST GET RIGHT: Real World Answers to Dentistry’s Tough Financial Questions
In this content-rich, interactive course, learn proven formulas behind building wealth, tax strategies to improve cash flow, plus the short- and long-term benefits of various investment environments. Determine how your practice compares to similar practices, and evaluate how you’re tracking on the path to financial freedom.
SUCCESSFUL DENTAL PARTNERSHIPS: From Associate to Equity Partner
Developing a seamless partnership structure, however, requires great planning on the established doctors’ part as they lead the way, making a vast majority of the critical decisions and changes necessary to be successful. Discover how fair and equitable partnerships are formed in order to foster long-term success.
OWNING YOUR PRACTICE: The Key to Your Financial Future
Dentistry is changing rapidly! This high-energy lecture will leave all audience members fired up and crystal clear on why ownership is the way to go. We will weigh the risks, consider debt, and evaluate options associated with opening a practice, entering a partnership, buying an existing practice, or working as a partner in a corporate dentistry environment.
Dan is managing partner at Cain Watters & Associates (CWA), a Dallas-area CPA/RIA firm providing tax and accounting services, ongoing financial monitoring, investments solutions, practice valuations and transition services, and estate planning. At CWA, he has designed financial plans for hundreds of dental professionals across the country helping them take full advantage of their earning power. Additionally, Dan oversees operational and organizational aspects of the firm’s business.
After graduating with a Business Administration – Accounting degree from Kansas State University, Dan began his career at international accounting firm KPMG before joining CWA. He is a Certified Public Accountant, Investment Advisor Representative and holds an AICPA Personal Financial Specialist designation. He is a member of Vistage International, American Institute of Certified Public Accountants, and both Texas and Missouri Society of CPAs.
Dan regularly lectures to dental organizations, study clubs, associations, and investment symposiums nationally and writes for industry publications on dentistry trends as well as business and financial challenges dentist face daily. His hardhitting, high- energy style, infused with intimate knowledge of the business systems that make practices successful, resonates with audiences, equipping and empowering them to move their practice and personal financial goals forward.
- Business / Financial
- American Orthodontic Society
- Rocky Mountain Dental Convention
- Seattle Study Club National Symposium
- Washington State Society of Periodontist