How to Keep More of What You Produce in 2020!

 

Please join us on January 21, 2020 with Jared Nelson

It's not just what you make, it's what you keep.  And what you save.  But this tax and retirement planning gets complicated!  You're a dentist, not an accountant!  It makes your head hurt just thinking about it.  And when you try to dig into it, it makes your head spin.  This means you are potentially leaving tens of thousands of dollars on the table just to avoid uncomfortable feelings in your head!  

Luckily, there's a better way.  Your friends at Thomas Doll, CPA, have simplified tax and retirement planning into five straightforward strategies you should consider for 2020.  We've minimized the jargon and qualified the impact.  In this program, we'll share our checklist, and illustrate it with case studies and examples.  This will be an interactive workshop.  Please come prepared to participate and engage fully, for the benefit of all in attendance.

Key Learning objectives: Participants will have the opportunity to

1. Reflect critically on your own tax and retirement planning - based on your experiences in 2019.
2. Compare strategies with peers and experts, to share lessons learned.
3. Learn new strategies to implement in 2020, and plan next steps.

Jared Nelson, CPA/PFS joined our affiliated firms in 2006 to provide tax, accounting and wealth management services to the dental and medical community.  Jared's past experience includes senior associate positions at PricewaterhouseCoopers in Houston and Group1 Automotive, Inc., a Fortune 500 retailer.  In these positions, he performed financial audits and due diligence on firms ranging from multinationals, to technology start-ups, to not-for-profit foundations.  Jared earned his master's degree in accountancy from Brigham Young University.  Much of his free time is devoted to family outings to the beach and other attractions.

Fees:   

Members & Staff - $50.00

Non-Members - $90.00

SACDS Allied Dental Health Members - $40.00

Date:Tuesday, January 21st 2020

Time:6:00pm

Location: SACDS Central Office

405 Boulder Ct. Ste. #600 Pleasanton, CA 94566

*All registrations MUST be made in advance by (no later than January 20th) and are not confirmed until payment is received in full.

*Attendees who No-Show or who fail to give 72 hours' notice for cancellation to the Central Office will Not receive a refund.  No Walk-Ins will be guaranteed space.

*No Children Allowed at CE Events

 

Register Now!