Tax & Financial Planning Strategies for 2018
presented by Trident CPA Services and Cornerstone Wealth Management

Register Now!

This educational opportunity is FREE.
It is best suited for the dentist.

Tax & Financial Planning Strategies for 2018 covers how tax reform is impacting the dental industry. 

It covers strategies to take advantage of the tax code as well as relevant wealth management strategies for various income levels.  

In this seminar you will learn:

• Tax Strategies specifically for Dentists
• Planning for Equipment Purchases
• Wealth management strategies and investment options and how they apply at different levels of income

Jim Zenk - CPA/JD, Trident CPA Services
Jim is your partner in optimizing your practice’s financial performance. Jim is the consummate service professional, bringing deep experience, sound insight, and innovative thinking to every client relationship. For the past five years, he has focused his practice exclusively on providing tax and accounting services to dentists.

Jim earned his bachelor’s degree in accounting from Iowa State University and his law degree from the University of Kansas. Throughout his studies, Jim built a proficiency in tax and business law. Earlier in his career, Jim accumulated significant public accounting experience through roles with prestigious “Big Four” accounting firms. His exclusive commitment to the dental industry began in 2011.

Jim is a licensed attorney in Minnesota and Washington, DC, and a licensed CPA in Kansas, Missouri, and Illinois. He is a member of the Kansas Society of Certified Public Accountants and the Missouri Society of Certified Public Accountants.

TC Kim - Investment Advisor Representative, Cornerstone Wealth Management
TC Kim is a graduate of Iowa State University where he studied industrial engineering.  He has been a financial advisor since 2009 when he started his career in financial services with Principal Financial Group.  He moved his practice to an independent firm, Cornerstone Wealth Management in July 2017.  His areas of specialty include retirement plans, executive benefits, wealth management, estate planning and business succession planning.  He and his wife Tiffany live in Prairie Village, Kansas with their five kids.

Register Now! Registration available at www.goetzedental.com/register