• Buy or Sell a Practice
  • |
  • Financial Planning
20/20 Money Episode #238 – Partnerships and the importance of a good buy/sell agreement with Ali Oromchian

Welcome to this episode of 20/20 Money! My guest on today’s show is Ali Oromchian. Ali joins me back on…

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  • Buy or Sell a Practice
  • |
  • Financial Planning
20/20 Money Episode #237 – Buy vs Build Convo #2: purchasing a low-revenue optometric practice vs cold starting with Nathan Hayes of IDOC

Welcome to this episode of 20/20 Money! My guest on today’s show is Nathan Hayes with IDOC. Nathan joins me…

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  • Buy or Sell a Practice
  • |
  • Financial Planning
20/20 Money Episode #234- Nurturing culture in a practice when the seller stays on in the practice they just sold w/ Dr. Mick Kling, OD

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Mick Kling, OD (Mick’s Practice, info…

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  • Financial Planning
20/20 Money Episode #227 – Understanding basis and its effect on taxes of an S-corp optometric practice

In this episode, we’ll be discussing the concept of basis and its impact on taxes for S-corp optometric practices. Basis…

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  • Financial Planning
20/20 Money Episode # 226 – Entities 101: The relationship between entity selection and taxation of income for optometric practice owners

On today’s episode, we’ll discuss the different ways a business can be formed and the way that each of those…

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  • Financial Planning
20/20 Money Episode #212 – Student loan planning in a post-COVID and uncertain legislative environment with Rob Bertman from Student Loan Planner

Welcome to this episode of 20/20 Money! My guest on today’s show is Rob Bertman. Rob is a senior consultant…

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  • Financial Planning
20/20 Money Episode #211 – Planning for the success and succession of your practice (emotionally and financially) with Dr. Pete Kehoe, OD

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Pete Kehoe, OD. Dr. Kehoe is…

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  • Financial Planning
20/20 Money Episode #208 – Don’t get “spooked” by a surprise tax bill: capital gain distributions during a market downturn—and how to plan accordingly

Welcome to this episode of 20/20 Money! On today’s show we discuss the relationship between tax loss- and gain-harvesting and…

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  • Financial Planning
20/20 Money Episode #206 – Estate planning considerations for practice owners: the importance and consequences of not acting with Ali Oromchian

Welcome to this episode of 20/20 Money! My guest on today’s show is Ali Oromchian. Ali is an attorney and…

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