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Episode 186

The Role of Your CPA in a Thriving Practice with Haden Werhan

by Gary Takacs | August 5, 2015

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Your advisory team should include a CPA and Financial Planner that has experience working with Dental Clients. Dentists have some unique challenges that are best navigated by a team of advisors that have experience with Dentists and understand the unique needs of the dental profession.


Running Time: 45:13 minutes

In this Thriving Dentist Show, Gary interviews his friend Haden Werhan on the role of a CPA in a Thriving Practice. In this Show, Gary and Haden discuss; why Haden started working with Dentists, why it is important to work with a CPA who has experience with Dentists, why tax planning and financial planning need to be coordinated, the future of section 179 deductions, wealth protection strategies, the Academy of Dental CPA’s, and why Haden finds so much fulfillment working with the Dentists. This will be the most interesting interview you will ever hear on the topic of accounting!

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Podcast Assistance by Jodey Smith, Rodecaster Expert Category: Accounting