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Chuck Blakeman and Dental Advisor에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Chuck Blakeman and Dental Advisor 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Financial Advice Dentists Need in Today's Environment with Wes Read

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Manage episode 360004865 series 2442491
Chuck Blakeman and Dental Advisor에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Chuck Blakeman and Dental Advisor 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Today we are talking with Wes Read on financial advice dentists need in today's environment. The business side of dentistry can be tricky, and isn't covered as much as it should be in dental schooling. Things are always changing and as dental professionals, it's important to stay in the know of new financial changes, requirements, etc. Wes provides valuable insite on financial advice to help us in today's envirornment.

Wes Read is the founder of PracticeCFO, a financial planning and CPA firm specializing in dental practice owners. He has been working with dental practice owners since 2007 to help them effectively manage their taxes, 401(k), debt, student loans, business budgets, personal financial planning, investments, and retirement planning. Earlier in his career, Wes had audited the financial statements of fortune 500 corporations during his employment at Ernst and Young LLP, the third largest accounting firm in the country. After his time with Ernst and Young, Wes joined the wealth management division of Moss Adams Wealth Advisors LLC. Wes worked with some of the industry’s top thinkers in managing approximately one billion dollars of client assets. Prior to his professional experience, Wes received a bachelor and master’s degrees, both in accounting from Brigham Young University; programs that are recognized in the top accounting schools in the nation.

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101 에피소드

Artwork
icon공유
 
Manage episode 360004865 series 2442491
Chuck Blakeman and Dental Advisor에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Chuck Blakeman and Dental Advisor 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Today we are talking with Wes Read on financial advice dentists need in today's environment. The business side of dentistry can be tricky, and isn't covered as much as it should be in dental schooling. Things are always changing and as dental professionals, it's important to stay in the know of new financial changes, requirements, etc. Wes provides valuable insite on financial advice to help us in today's envirornment.

Wes Read is the founder of PracticeCFO, a financial planning and CPA firm specializing in dental practice owners. He has been working with dental practice owners since 2007 to help them effectively manage their taxes, 401(k), debt, student loans, business budgets, personal financial planning, investments, and retirement planning. Earlier in his career, Wes had audited the financial statements of fortune 500 corporations during his employment at Ernst and Young LLP, the third largest accounting firm in the country. After his time with Ernst and Young, Wes joined the wealth management division of Moss Adams Wealth Advisors LLC. Wes worked with some of the industry’s top thinkers in managing approximately one billion dollars of client assets. Prior to his professional experience, Wes received a bachelor and master’s degrees, both in accounting from Brigham Young University; programs that are recognized in the top accounting schools in the nation.

  continue reading

101 에피소드

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