Doctors and dentists value personal financial and tax advice. This the first of two classes about what you need to know to advise doctors and dentists on financial and tax planning in 2023. It's updated with reminders about techniques under current financial, economic, and legislative conditions and focuses on tactics for individuals with annual income of $250,000 to $1 million.

Medical economics continues to upend practices and compensation for doctors, dentists, and other medical professionals. They face complicated financial and tax decisions that demand expert tax and financial planning advice.

Jake Jacklich, CFP, the son of a dentist, a retired naval submarine officer, and an expert in financial and tax planning for dentists, teams up with Bob Keebler to teach this class. Jake gives a brief overview on planning for dentists and then drills into  a rule of thumb practice valuation method to use in client net worth statements. His book, "Money Malocclusion," available for $9.99 on Kindle. 

Instructor Robert S. Keebler, CPA/PFS, CEP (Distinguished), a leading educator of legal, accounting and investment professionals for over three decades, in this course teaches about:  

• managing medical school debt
• strategies for contract and compensation contracts
• back-door Roth IRA conversions
• pass-through entity taxes
• 529 plan contributions
• retirement planning
• trends in medical practices affecting tax and financial planning for doctors and dentists
• planning opportunities and blind spots for doctors
• evergreen strategies for doctors and dentists to explore