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SUMMARY:Retirement Plans and your Dental Practice – Weighing the Options 
DESCRIPTION:Watch the replay:\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nA retirement plan for your dental practice is essential to the long-term retirement goals for both you and your employees. Those practices that have a plan in place and contribute on a consistent basis have the best opportunity for retirement success. \n\n\n\nA practice’s retirement plan should maximize the benefit to the dentist owner and provide a tax efficient way to build wealth over the long-term. The plan type should also be monitored periodically and adjusted according to where your practice is in its life cycle. \n\n\n\nWhether your practice is a new start-up\, an established practice\, or you’re beginning to consider the transition to retirement\, choosing the right option can ensure you are moving toward your future retirement goals. \n\n\n\nWho should watch this webinar?\n\n\n\nThis presentation is designed for Dental Practice Owners and/or Practice Managers. \n\n\n\n\n\n\n\nAbout our Presenters\n\n\n\n\n\n\n\n\n\n\n\nMark Reynolds\, CPA Jones & Roth CPAs & Business Advisors \n\n\n\nMark Reynolds is the leader of the Retirement Plan Services team. Mark works with small- to medium-sized retirement plans\, focusing on optimal plan design to ensure Plan Sponsors are able to maximize benefits for both the Plan Sponsor and the participants. His team provides Third Party Administration (TPA) services and compliance for small and medium group retirement plans. \n\n\n\nMark is also a leader on the Retirement Plan Audit team\, where he helps oversee audit engagements for those plans in need of an annual audit\, as required by the Department of Labor. Mark works with retirement plans throughout the Northwest. He is a member of the Assurance Services Management Team and Quality Control Committee. \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nJordan Dawley\, CPA Jones & Roth CPAs & Business Advisors \n\n\n\nJordan is a Partner in the firm’s Bend Office. He specializes in providing strategic tax planning and advisory services for individuals/families and closely‐held businesses across a wide variety of industries. \n\n\n\nAs an active coach and advisor\, he enjoys helping his clients navigate complex transitions and achieve their short‐ and long‐term goals. He is also a key member of the firm’s Healthcare and Dental teams\, with specialized expertise advising owners and administrators of medical and dental practices. \n\n\n\nJordan holds a dual degree in Accounting and Economics from the University of Oregon and is a native of Bend\, Oregon. He is passionate about supporting the Central Oregon business community and providing solutions that make a positive impact on both the companies and their owners.
URL:https://www.jrcpa.com/event/retirement-plans-and-your-dental-practice-weighing-the-options/
CATEGORIES:Dental
ATTACH;FMTTYPE=image/jpeg:https://www.jrcpa.com/wp-content/uploads/RPS-Dental-Webinar-May-2025.jpg
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