Retirement is a major accomplishment, but financial missteps can cost dentists tens of thousands annually. This high-octane course teaches you to minimize taxes and maximize long-term wealth. Objectives include reducing taxes on practice sale proceeds, replacing your paycheck with systematic withdrawals, saving $100,000 or more with optimized Roth Conversions, maximizing Social Security benefits, and applying gifting strategies to reduce or eliminate estate taxes. Participants will gain practical tools to build and protect their financial future.

The average debt per graduating dentist is over $293,000! Many young dentists seek the allure of a guaranteed paycheck, signing bonuses, and high production-based payouts to quickly eliminate student loan debt. However, there is a much faster way to eliminate debt.  Learn strategies to efficiently eliminate your student loans while boosting your income through practice ownership, maximizing your wealth through tax deductions and building ownership, and combating the growing DSO competition, all while competing effectively in the current dental environment. 

Retirement is a major accomplishment, but financial missteps can cost dentists tens of thousands annually. This high-octane course teaches you to minimize taxes and maximize long-term wealth. Objectives include reducing taxes on practice sale proceeds, replacing your paycheck with systematic withdrawals, saving $100,000 or more with optimized Roth Conversions, maximizing Social Security benefits, and applying gifting strategies to reduce or eliminate estate taxes. Participants will gain practical tools to build and protect their financial future.

Technology Recommendations

When viewing a pre-recorded course, we suggest the following:

Close all other applications and programs on your device.
Consider limiting the streaming on other devices in your viewing location.
Optimal viewing is on a computer or tablet.
A minimum 5MB connection is recommended, but please note that a 15-20MB connection is optimal.
The best way to prevent or stop buffering when streaming is to reduce anything that impedes the stream.

Date Available: 10/1/25

Date Reviewed: 3/1/26

Date Removed: 10/30/26

Dentists today face rising costs, lower reimbursements, staffing shortages and increased competition driven by private equity and the impact of COVID. Yet many private practices continue to thrive as patients seek personalized, high-quality care. This course provides proven strategies to help your practice stand out by delivering a 10 out of 10 patient experience, attracting new patients, reducing PPO dependence and positioning your practice for long-term success.

Taxes are often a dentist’s largest lifetime expense, yet many lack a written plan to manage them effectively. This course outlines legal strategies to save thousands each year, including funding education through tax-deductible methods, creating tax-free retirement income with HSAs and Roth IRAs, reducing income taxes by maximizing retirement plan contributions and converting common expenses into deductible doctor perks. Learn how proactive tax planning can protect your earnings and strengthen your long-term financial success.