Speaker Information

Mr. Wesley Lyon
Charlotte, NC
Taxes/Finance/Retirement
Registration opens
December 10th


  • President and CEO of McGill and Lyon Dental Advisors (formerly John K. McGill & Company)
  • President and Co-Editor of The McGill Advisory newsletter
  • President and Managing Member of Lyon Wealth Advisors Group

Fr6091 - Quit Overpaying Your Taxes: Legal Tax Strategies for Practice Owners
Date/Time: 3/21/2025   2 - 4 p.m.
Type: Lectures   Handouts: Yes
Dentist Fee: $105.00  Other Fee: $75.00
Audience: Dentists, Spouses
Keyword(s):
Finance
Practice Management

Taxes are often times a dentist’s largest lifetime expense.  However, most dentists do not have a strategy to properly manage this expense. In this course, you’ll learn how to take advantage of legal strategies to save thousands each year as we examine tax-deductible educational funding and creating retirement income with HSAs and Roth IRAs. Learn how to reduce your income taxes by increasing retirement plan contributions and maximizing “doctor perks” by converting expenses to tax-deductible business expenses.