- Financial Planning
- Policy Changes
- Policy Changes
- Policy Changes
How optometrists can reduce taxes using these 3 CARES Act strategies
COVID-19 has certainly forced practice owners to faced some difficult headwinds in 2020. Owners must continue to not only work…
Piloting your financial plan: when “going around” isn’t an option
One of my life’s passions is general aviation. There’s something magical about what we’ve been able to do as a…
PPP Flex Act & Forgiveness: Strategies and Highlight for Optometrists
As we come up on the tail end of the original 8 week period from when the PPP program was…
What Optometrists Need to Know About the CARES Act: Overview + Q&A
On March 31st, 2020 Adam was the speaker for a Facebook Live event attended by over 700 optometrists that are…
How the CARES Act impacts optometrists (UPDATED)
(This article has been updated with the most recent information as of May 22nd, 2020. We will continue to update…
How the new “Families First Coronavirus Response Act” impacts optometry practice owners
Late on Wednesday, March 18th, President Trump signed into law the Families First Coronavirus Response Act. This Act contains a…
Refocus and Reset: Coronavirus and Your Investment Portfolio
With the markets’ reaction to COVID-19, many people have financial and portfolio related questions. Whether you’re a new investor and…
It’s on days like this…
2746. March, 2019. Wrinkled brow? I figured…that’s the idea. 2,787 is what the S&P 500 closed at today. March 2019…
The Timeline of Selling Your Optometry Practice
Do you wonder how you will sell the optometry practice you’ve worked so hard to build? What is your time, money,…
