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FINANCIAL DECISIONS DENTISTS MUST GET RIGHT: Flipping Uncertainty into Security
Mason Stern, CPA
December 14, 2021 @ 9:00 pm - 10:00 pm EST
The volatility and confusion surrounding the last few years have impacted every business, including dental practices. This webinar offers an opportunity to flip today’s uncertainty into a roadmap for future financial security. Taking the lessons learned from shutdowns, stimulus dollars, new tax legislation, staffing constraints and inflation, doctors can be prepared and confident with whatever the upcoming year has to hold.
In this content-rich, interactive course, attendees will learn proven formulas behind building wealth, improving cash flow, getting ahead on pension and retirement planning, plus the short- and long-term benefits of various savings environments. Using real case studies, this course will empower dentists with the knowledge they need to reach financial freedom. It will compare dental practice owners performance metrics to give attendees tangible examples they can leverage to evaluate their own situation.
Upon completion of this session, attendees should be able to:
- Identify tax strategies to improve cash flow and support market volatility
- Set a realistic business and personal financial plan to help meet your long-term goals, even through times of adversity
Mason Stern is an alumnus of Texas Tech University with a Bachelor of Business Administration in accounting and a Master of Science in accounting.
He began his career with Ernst and Young. For two and a half years, he spent the majority of his time working on complex international and partnership tax compliance issues. As a senior tax accountant, Mason gained a deep understanding of the changing tax landscape, which he brings to his clients at CWA.
Mason joined the CWA team in early 2013, and has developed a strong background in specialty practices, as well as general dentistry. Mason is a Certified Public Accountant and an Investment Advisor Representative.
CAIN WATTERS & ASSOC. has provided dental professionals with financial education and comprehensive financial services since 1984. This will be the second presentation they have offered our community since the beginning of the pandemic. The information has been much needed and appreciated/
1 CE credit available to AAPMD members