2025 Courses and Events

Course #: 1050
Date: 11/28/2025
Time: 12:30pm - 2:30pm
Course Info: Half Day
Speaker(s):
Jay Malik, EA

Topic: Practice Management and Human Relations
Tuition: $155.00
Credits: 2
AGD Number: 550 - Practice Management and
Recommended For:
Dentists, Administrative Staff, Spouse, Doctor

Description:

Specifically tailored for dental practice owners, this course teaches how to avoid common overpayments to the IRS and use strategic planning to hold onto more of your earnings. Attendees will gain insights into reducing professional service costs, optimizing their entity structure, and implementing investment strategies that support long-term financial goals.

 Learn to:

• discover how poor tax planning eats into your practice profits and how to fix it
• work with an accountant to get better results at a lower cost
• apply tax-smart entity and expense planning to increase net income
• use wealth-building tools that minimize tax and maximize retirement potential

 Support for this program is provided by

Course #: 1060
Date: 11/28/2025
Time: 3:00pm - 5:00pm
Course Info: Half Day
Speaker(s):
Jay Malik, EA

Topic: Practice Management and Human Relations
Tuition: $155.00
Credits: 2
AGD Number: 550 - Practice Management and
Recommended For:
Dentists, Administrative Staff, Spouse, Doctor

Description:

Designed for owner-dentists ready to take charge of their financial future, this program walks through proven ways to cut unnecessary taxes, reduce professional overhead, and boost wealth using smart, legal strategies. From practice structuring to retirement-focused planning, dentists will leave with actionable steps to keep more of what they earn.

 Learn to:

• understand how proactive tax strategies can protect your income and grow your practice
• identify the cost-benefit of various accounting approaches
• design a legal framework (entity and expenses) that supports lower taxes
• create a long-term wealth plan using tax-efficient investments tailored for dentists

Support for this program is provided by

Course #: 2180
Date: 11/29/2025
Time: 12:00pm - 2:00pm
Course Info: Half Day
Speaker(s):
Jay Malik, EA

Topic: Practice Management and Human Relations
Tuition: $155.00
Credits: 2
AGD Number: 550 - Practice Management and
Recommended For:
Dentists, Administrative Staff, Spouse, Doctor

Description:

Dentists will discover how to legally lower their tax bills, reduce reliance on high-cost accounting services, and better structure their practice for financial efficiency. With an emphasis on proactive planning, this course reveals how to integrate tax and investment strategies for stronger net worth growth and a more confident retirement outlook.

 Learn to:

• identify legally sound methods to reduce tax obligations as a dental practice owner
• optimize accounting workflows and costs
• structure your practice using entities and expense classifications to your advantage
• integrate tax-wise investment strategies into your long-term financial planning.

Support of the program is provided by

Course #: 4100
Date: 12/01/2025
Time: 8:30am - 10:30am
Course Info: Half Day
Speaker(s):
Jay Malik, EA

Topic: Practice Management and Human Relations
Tuition: $155.00
Credits: 2
AGD Number: 550 - Practice Management and Human Relations
Recommended For:
Dentists, Administrative Staff, Spouse, Doctor

Description:

Most dentists overpay their taxes, and this course helps you avoid being one of them. Attendees will learn how to structure their practice more efficiently, work more effectively with their accountant, and take advantage of tax-saving opportunities through entity selection and strategic planning. This program also explores smart wealth management approaches that can increase lifetime income and support earlier retirement goals.

Learn to:

• spot hidden tax drains in your practice and plug the leaks.
• cut unnecessary accounting expenses through smarter collaboration and planning
• select the right business entity to maximize deductions and lower tax liability
• use proven tax-saving strategies to strengthen retirement readiness and financial freedom

Support for this program is provided by

Course #: 4180
Date: 12/01/2025
Time: 11:30am - 1:30pm
Course Info: Half Day
Speaker(s):
Jay Malik, EA

Topic: Practice Management and Human Relations
Tuition: $155.00
Credits: 2
AGD Number: 550 - Practice Management and
Recommended For:
Dentists, Administrative Staff, Spouse, Doctor

Description:

This course empowers dentists to avoid the most common tax mistakes that cost their peers thousands annually. Participants will uncover practical strategies for reducing accounting costs, leveraging the right business entities, and maximizing expense planning. The program also introduces powerful, tax-advantaged wealth-building techniques designed to accelerate retirement and increase long-term financial security.

Learn to:

• recognize the top reasons dentists overpay in taxes and how to eliminate them
• evaluate your current accounting approach and uncover ways to improve efficiency and cost-effectiveness
• understand the impact of business structure on taxes and profitability
• implement coordinated tax and investment strategies to grow wealth and support early retirement

Course #: 6140
Date: 12/03/2025
Time: 2:00pm - 3:00pm
Course Info: Half Day
Speaker(s):
Jay Malik, EA

Topic: Practice Management and Human Relations
Tuition: $125.00
Credits: 1
AGD Number: 550 - Practice Management and Human Relations
Recommended For:
Dentists, Administrative Staff, Spouse, Doctor

Description:

The audience will learn how to avoid being one of the 95% of dentists who overpay their taxes, potentially saving thousands of dollars each year. They will also discover ways to reduce the costs of working with an accountant and learn about entities and expense planning that can help them legally keep more of their money. Additionally, they will explore tax-advantaged wealth management strategies that can help them retire earlier and with a higher lifetime income. This course is specifically designed for dentists who want to take control of their finances and legally reduce their tax burden.

Learn to:

• identify the causes of dentists paying more tax than they legally have to
• quantify the adverse effects of tax overpayments on dental practice
• explore specific strategies to get rid of tax overpayments legally
• accounting protocols to pay the legally minimum tax

Support for this program is provided by