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コンテンツは Chuck Blakeman and Dental Advisor によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Chuck Blakeman and Dental Advisor またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.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
コンテンツは Chuck Blakeman and Dental Advisor によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Chuck Blakeman and Dental Advisor またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.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 つのエピソード

Artwork
iconシェア
 
Manage episode 360004865 series 2442491
コンテンツは Chuck Blakeman and Dental Advisor によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Chuck Blakeman and Dental Advisor またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.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 つのエピソード

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