Achieve financial independence as quickly as possible by following these effective tax and savings strategies tailored for dentists. This program includes insights into common pitfalls that prevent dentists from retiring on their desired timeline, as well as best practices to increase your monthly savings capacity. We will discuss common reductions in personal spending, as well as savings strategies and priorities to minimize taxes and increase your net worth. Lastly, the program concentrates on optimizing tax strategies for dentists to ensure you keep your hard-earned money. *Financial Interest

• Evaluate how much you should accumulate in your savings accounts to comfortably retire.
• Implement savings strategies to increase your net worth.
• Manage your tax liability by implementing tax strategies with proper documentation.

Tax and Business Planning Advisors of McGill and Lyon Dental Advisors

Mario is a Tax and Business Planning advisor for McGill and Lyon Dental Advisors. He previously worked as a public accountant for Deloitte & Touche in New York City serving a large financial institution. Mario is a graduate of the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill and holds a degree in Business Administration and Public Policy, as well as a Master of Accounting degree. He has earned his Certified Public Accountant Certificate and his Certified Financial Planner^® Certificate.
As the son of two dentists, Mario has been familiar with The McGill & Hill Group since a young age. Mario combines his background in dentistry and business/financial expertise to help dentists achieve their financial goals.
In his spare time, he enjoys playing tennis and golf, reading, trying new food, and traveling.

Tyler is a Tax and Business Planning advisor for McGill and Lyon Dental Advisors. He graduated Summa Cum Laude from Virginia Tech with a degree in Accounting and Finance. He holds his Certified Public Accounting Certificate in Virginia and North Carolina and is in the process of completing his CFP^® certification.
Before relocating to North Carolina and coming to McGill and Lyon Dental Advisors, Tyler managed the financial forecasting and modeling team for the Capital Markets division at Freddie Mac. Prior to that he worked in public accounting at KPMG focusing on structured finance. Tyler and his wife, Heather, live in Charlotte with their sons, Parker and Landon.

 1 CEU Credits

The Pacific Coast Society of Orthodontists does not review or approve of, or necessarily agree with, the topics, speakers and presentations set forth in this program. As such, by virtue of your attendance at this program, you acknowledge that any and all actions taken by you based upon such topics, speakers and presentations are undertaken by you at your own risk, and you further agree to hold the Pacific Coast Society of Orthodontists harmless from any and all liability in relation to the same. The Pacific Coast Society of Orthodontists encourages you to make your own independent judgment as to the topics, speakers and presentations, and to rely on the advice of professionals as appropriate, in making decisions in relations thereto.