Episode 186

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

Host: Gary Takacs | Published Date: August 5, 2015 | Listening Time: 0:45:13

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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!

Haden’s website: www.twdadvisors.com

Haden’s email address: haden@twdadvisors.com

Haden’s Blog: www.wealthextractions.com


Gary Takacs

Gary Takacs Gary became a successful practice owner by purchasing a fixer-upper practice and developing it into a world-class dental practice. He is passionate about sharing his hard-earned insights and experiences with dental practices across the globe.

As a dental practice coach, Gary provides guidance for dental professionals on how to create a healthier practice style that lets them deliver excellent patient care while reducing depending on insurance.

More importantly, Gary’s insights are not just based on theory – as a co-owner of a dental practice, he has first-hand experience in making this transformation from a high-volume and low-fee insurance model to a fee-for-service approach that is more sustainable and promotes a patient-centric and financially healthy dental practice, and he is dedicated to sharing this knowledge with other dental practitioners via the popular Thriving Dentist Show!
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