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X-WR-CALDESC:Events for Santa Clara County Dental Society
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DTSTART;TZID=America/Los_Angeles:20260820T180000
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SUMMARY:Maximizing Practice Value: Legal and Tax Strategies for a Successful Sale - Presented by Earned\, Dental & Medical Counsel\, and Revolve Practice Transitions
DESCRIPTION:Thursday\, August 20th \n6:00pm – 8:00pm \n*Registration Open at 5:30pm \n1485 Park Avenue\, San Jose 95126 \nDinner Included \nFREE for SCCDS Members \nSelling a dental practice is one of the most significant financial events of a dentist’s career and one of the most complex. This comprehensive two-hour seminar brings together expert perspectives on practice transitions\, buyer dynamics\, and wealth preservation to give you a complete roadmap from preparation to close. \nYou’ll learn how practices are valued and what you can do right now to maximize yours. You’ll understand who’s buying in today’s market\, from first-time owners and associates to multi-practice operators and DSOs\, and what each type of buyer needs from you before and after the sale. You’ll also explore the legal and operational pitfalls that derail transitions and how to avoid them. \nThe final segment addresses what happens after the sale. For high-income dental professionals\, a practice sale triggers a significant taxable event. We’ll show you how tax loss harvesting and custom indexing strategies can offset those gains\, potentially generating hundreds of thousands of dollars in avoided taxes and meaningfully extending your retirement wealth. \nWhether you’re actively planning to sell or simply want to understand your options\, this seminar gives you the knowledge and confidence to approach your transition on your terms. \nLearning Objectives\n\nUpon completion of this session\, attendees will be able to:\nDetermine the value of their practice and identify key factors that increase or decrease it\nEvaluate the right type of buyer for their goals\, including partners\, associates\, and DSOs\nUnderstand what buyers are looking for and what they will need from you post-sale\nIdentify common transition pitfalls and the stakeholders who can help or hinder a successful outcome\nTake actionable steps to increase practice value before going to market\nNavigate key legal considerations and avoid common pitfalls during the sale process\nImplement tax-saving strategies\, including tax loss harvesting and custom indexing\, to offset capital gains from a practice sale\nReduce potential liability from employees and patients after the sale\n\n\n\nFeatured Speakers\n\n\n\n\nAli Oromchian\, J.D.\, LL.M.\, Dental & Medical Counsel \nGavin Shea\, Revolve Practice Transitions \nCarson Henderson\, CPA/PFS\, Earned \nPresented By:
URL:https://sccds.org/events/maximizing-practice-value-legal-and-tax-strategies-for-a-successful-sale-presented-by-earned-dental-medical-counsel-and-revolve-practice-transitions/
LOCATION:SCCDS Office
CATEGORIES:August,Special Events,Upcoming Events
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