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Maximize the Value of Your Practice Post-COVID-19

June 23, 2020

When the time comes to transition your practice, it is critical to consider all of the tax, estate and financial implications so you can enjoy peace of mind in retirement.

Hear directly from the experts how you can most effectively plan for the transition of your practice while keeping your retirement goals and estate plan in mind. Join Joseph T. La Ferlita, partner at Farrell Fritz, along with Mike Apalucci of Henry Schein and Ben Lake of Altfest Personal Wealth Management, for a dynamic panel providing actionable guidance on topics including:

  • Current trends and important tips for valuating and transitioning your dental practice
  • Tax-efficient retirement saving options and what to look out for in your portfolio
  • Essential estate planning do’s and don’ts for New York dentists

To access this webinar, please click here.

  • Related Practice Areas: Trusts & Estates