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  • No one likes to be surprised by a big tax bill in April, and especially not during these unprecedented times we are currently living in . Therefore, the best way to avoid one, is to PLAN. Tax planning and tax projections have never been more important than they are now. In this webinar we will first review the tax consequences of some of the COVID loans and grants that were offered by the government and then discuss tax strategies and planning opportunities to keep as much of your money as possible. 

  • After this course attendees will be able to:

    • - Understand the tax consequences to the loans or grants from the government
    • - Identify tax savings opportunities within their practice
    • - Determine what needs to be done before the end of the year to avoid a tax surprise in April
    • - Create a tax plan for the future to keep more of their hard-earned money

  • Mark B. Rosen, CPA, CFP® is a Partner at Rosen & Associates,LLP. Mr. Rosen specializes in providing accounting, tax and business advisory services to the dental community. He also works closely with the business owners to assist them with financial planning for both their business and personal matters.

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  • Please contact the Member Assistance Center at 800.342.8747, option 5, to modify your registration.