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American Association of Oral and Maxillofacial Surgeons
AAOMS 91st Annual Meeting, Scientific Sessions and Exhibition

Practice Management Clinics

Friday, October 16, 2009
8:00AM - 11:00AM

P801

Tax and Financial Planning

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Charles Blair, DDS
President
Dr. Charles Blair and Associates, Inc.
Mt. Holly, NC, USA

Synopsis

This clinic will present ideas for reducing taxes, wise planning for retirement, and optimizing a practice transition and sale of the practice. Smart tax planning yields additional cash flow and coupled with consistent savings will provide a money pool for retirement.

Learning Objectives

At the conclusion of this presentation, participants should be able to:

  1. Discuss the typical tax reduction strategies available to the dentist, the basic type of retirement plans available, and how to make it win-win for a practice transition.

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