- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- Financial Planning
20/20 Money Episode #204-Correlating your savings rate to your practice production
Welcome to this episode of 20/20 Money! Today, I talk about the importance of understanding your savings rate and how…
- Financial Planning
20/20 Money Episode #194-A wrap-up conversation about the benefits of going out-of-network with vision plans with Steve Alexander
Welcome to this episode of 20/20 Money! My guest on today’s show is Steve Alexander. I wanted to have Steve…
