714.505.9000 cpas@hmwccpa.com

Podcasts

Informative weekly podcasts for dental practices,  hosted by Art Wiederman, Dental CPA.

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PODCAST: How to Obtain Maximum PPP Loan Forgiveness – The Art of Dental Finance and Management Podcast

May 20, 2020

Art Wiederman, CPA

HMWC CPAs & Business Advisors 
art.wiederman@hmwccpa.com
714.505.9000

In this episode of the Art of Dental Finance and Management podcast, Art covers how to obtain maximum forgiveness for a PPP loan. On Friday, May 15, the SBA issued an eleven-page Paycheck Protection Program Forgiveness Application that business owners must submit to apply for loan forgiveness.

In addition to reviewing the main points of the application, Art provides dentists with guidance on:

  • Economic Injury Disaster Loans (EIDL)
  • Whether small business owners who have liquidity, or access to capital, can accept PPP loans
  • The three calculations that can potentially reduce forgiveness of the loan

There is a lot for dentists to consider as they begin to complete their application. This episode helps lay the groundwork to begin the process of obtaining maximum loan forgiveness.

Additional COVID-19 support, news and information is available at hmwccpa.com/covid19 and eidebailly.com/covid19.

To hear more “The Art of Dental Finance and Management” podcasts click here.

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PODCAST: Legal Issues in Re-Opening Your Dental Office with Attorney Ali Oromchian – The Art of Dental Finance and Management Podcast

May 13, 2020

Ali Oromchian, Esq.

Dental & Medical Counsel, PC
ao@dmcounsel.com
925.999.8200
www.dentalcounsel.com

Art visits with labor law attorney Ali Oromchian of Dental & Medical Counsel, PC on today’s episode of The Art of Dental Finance and Management podcast.

Art and Ali discuss the legal aspects of reopening your dental practice. They answer many of the legal questions dentists have regarding employee issues during the COVID-19 pandemic, including:

• Tips on reopening your dental office
• Employee concerns about coming back onto payroll while out on unemployment
• Changing employee hours when reopening the office
• Legal documents you must be prepared to have in these situations
• Legal issues to consider

This episode includes important topics during this challenging time, especially since dentists in many states are starting to return to their practices.

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PODCAST: Planning for Receipt of Your PPP and EIDL Loans with Academy of Dental CPAs Panelists – The Art of Dental Finance and Management Podcast

May 6, 2020

Mark B. Rosen, CPA, CFP®

Rosen & Associates
mrosen@rosencpagroup.com
508.475.3814
www.rosendentalcpa.com

BJ Kaucher, CPA

Coleman, Ureda, Alford & Kaucher, P.A.
bj@cu-cpa.com
803.454.0310 ext. 23
www.cu-cpa.com

Robert J. Gray, EA

Gray-Pilgrim and Associates, LLC
bob@gpallc.net
717.263.8713
www.gpallc.net

Art meets with three members of the Academy of Dental CPAs: Mark Rosen, BJ Kaucher and Bob Gray in today’s episode of The Art of Dental Finance and Management podcast. The panel discusses strategies for dentists to use SBA loan funds acquired from the EIDL and PPP loan programs and how to obtain maximum forgiveness.

As of May 3, the SBA still has not provided critically-needed guidance to answer many questions dentists have, however, the panel provides valuable guidance on:

  • What to do if you have not already applied for a loan
  • Whether you should start paying your dental team when you get the money or wait until your office opens up
  • How the forgiveness rules work
  • Things dentists should consider upon reopening
  • Can PPP loan money be used as working capital

All panel members stress that proper planning for all finances, including these funds, is critical.

While this is still an ever-changing situation, we will continue to stay apprised of the latest updates and share them with the dental community.

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PODCAST: Are Your Losses from COVID-19 Covered Under Your Business Interruption Insurance Policy? with Attorney Randy Curry – The Art of Dental Finance and Management Podcast

April 29, 2020

Randy Curry, Esq.

Attorney-at-Law
Law Offices of Randy D. Curry
rcurry@currylawyers.com
949.258.4381

Attorney Randy Curry and Art discuss issues facing dentists during the COVID-19 pandemic in this episode of The Art of Dental Finance and Management podcast:

  • Whether a dentist’s business interruption policy can cover losses
  • Policy provisions in these types of policies
  • Ongoing litigation
  • Potential state and Federal legislation coming which could require insurance companies to cover situations such as COVID-19
  • What actions dentists should take to potentially receive financial benefit from these policies

Art also provides updates on:

  • Recent SBA Interim Guidance on calculating the PPP loan
  • Insight regarding bringing the dental team back early
  • New grant program from Facebook
  • New CDT code issues to cover PPE costs expected when dentists re-open their offices

This episode is packed with helpful information for dentists to navigate these challenging times.

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PODCAST: PPP Update with Megan Mortimer, ADA Congressional Lobbyist and Allen Schiff, CPA, ADCPA President – The Art of Dental Finance and Management Podcast

April 22, 2020

Megan Mortimer

Congressional Lobbyist,  American Dental Association
mortimerm@ada.org

Allen Schiff, CPA, CFE

President, Schiff and Associates, LLC
aschiff@schiffcpa.com

Today, Art visits with two people who have been very instrumental in helping dentists across the country through the COVID-19 Pandemic:

  • Megan Mortimer, Congressional Lobbyist for the American Dental Association
  • Allen Schiff, President of the Academy of Dental CPAs

Megan provides an update on how Congress is attempting to add funds to the PPP:

  • A timeline
  • What the ADA is doing to advocate for dentists in Washington D.C.
  • Valuable resources dentists can access through the ADA

Art, Megan and Allen also discuss:

  • Updates to the SBA regulations
  • Strategies dentists need to consider once they receive the money
  • How the money should be spent
  • How to account for the funds
  • How the government forgiveness works

This is a very informative, insightful, and timely episode to help dentists navigate these challenging times.

This podcast is sponsored by Crosstex International, now a proud member of HuFriedyGroup, and a recognized leader for its portfolio of Personal Protection Equipment (PPE), Dental Unit Waterline Treatments, Chemistries, Sterilization, Preventives, Nitrous-Oxide Equipment, and Single-use Disposables products.

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PODCAST: Update on EIDL Loans and PPP Loans for Dentists with Art Wiederman, CPA – The Art of Dental Finance and Management Podcast

April 15, 2020

Art Wiederman, CPA

HMWC CPAs & Business Advisors 
art.wiederman@hmwccpa.com
714.505.9000

Many dentists have applied for the Economic Injury Disaster Loan (EIDL) and Payroll Protection Program (PPP) loan programs, which offer government assistance for small businesses. There has been some clarification on the amounts available under the EIDL program. But more importantly, there is an important decision to make regarding the PPP loan as banks and financial institutions begin to approve dentists’ applications.

Art discusses the various options for dentists:

  • Take the loan now
  • Reapply later, or
  • Not take the loan at all

He will also discuss another important action item: sending a letter from the President and Executive Director of the American Dental Association to congressional leaders asking for Congress to allow dentists to choose the date they accept loan proceeds.

As this ever-changing program evolves, Art provides insight and resources for dentists during these challenging times. This podcast provides the most up to date information through April 12, 2020.

Additional COVID-19 support, news and information is available at hmwccpa.com/covid19 and eidebailly.com/covid19.

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PODCAST: Update on EIDL Loans and PPP Loans for Dentists with Art Wiederman, CPA – The Art of Dental Finance and Management Podcast

April 8, 2020

Art Wiederman, CPA

HMWC CPAs & Business Advisors 
art.wiederman@hmwccpa.com
714.505.9000

As the economic fallout from the COVID-19 pandemic continues to unfold, Art is dedicating his episodes to updating his audience on the status of the two loan programs dentists are applying for:

  • Economic Injury Disaster Loan (EIDL)
  • Payroll Protection Program (PPP)

The PPP program was rolled out on Friday, April 3 and has created much confusion for dentists and banks. Art discusses the available loan programs and the most recent information as of April 5, as well as what dentists should do to maintain their finances during these very challenging times.

Additional COVID-19 support, news and information is available at hmwccpa.com/covid19 and eidebailly.com/covid19.

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PODCAST: Financial Planning, SBA Loans, and the CARES Act with Art Wiederman, CPA – The Art of Dental Finance and Management Podcast

April 1, 2020

Art Wiederman, CPA

HMWC CPAs & Business Advisors 
art.wiederman@hmwccpa.com
714.505.9000

It is so important for dentists during these challenging times, when most dental offices are closed, to make a 30, 60 and 90-day financial plan for themselves, as well as their practices.

In today’s episode, Art explains why dentists need to know how much money he or she needs to get through this time period. If they don’t take this initial step, it will be extremely difficult, if not impossible, to develop a plan to obtain or segregate the funds. Art outlines:

  • How to make a plan
  • What resources a dentist has to gather
  • The two loan programs (EIDL and PPP) available through the SBA and SBA Preferred Lenders
  • Some of the provisions of the CARES Act

With a well-developed plan, there is a way for dentists to survive these challenging times and come out on the other side, ready to get back to work.

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PODCAST: Staying Calm in a Turbulent Time with Linda Miles – The Art of Dental Finance and Management Podcast

March 25, 2020

Linda Miles

Linda Miles and Associates 
Lindamiles992@yahoo.com

Linda Miles, world-renowned dental consultant, speaker, and author, is Art’s guest on today’s episode of The Art of Dental Finance and Management. Linda has over five decades of experience in the dental profession and has helped over 1,000 dentists.

Art and Linda discuss:

  • Why dentists must keep a positive mental attitude
  • How everything filters from the leader – from the dentist to the team to the patients
  • Four things she has taught dentists over the years that should be addressed in turbulent times
  • Financial issues dentists need to deal with

This is an excellent episode for all dental professionals to hear, to help them remain calm during these challenging times.

CEDR Solutions

This episode is sponsored by CEDR HR Solutions – helping dentists and medical professionals with their HR needs. Email info@cedrsolutions.com for a free HR consultation or employee handbook review.

 

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PODCAST: COVID-19 and its Effects on the Financial Markets with Jim Davenport – The Art of Dental Finance and Management Podcast

March 18, 2020

Jim Davenport

Beacon Pointe Wealth Advisors
610 Newport Center Drive Ste 280
Newport Beach, CA 92660
949.720.9980
jdavenport@beaconpointe.com

The COVID-19 pandemic has affected all aspects of life both here in the United States and around the world. In today’s episode, Art visits with Jim Davenport (his first return guest) to discuss how this crisis is affecting the financial markets and what you can and should do now with regards to your investments.

Art and Jim make the comparisons of this time to October of 2008, they discuss:

  • How financial markets work
  • What is driving the downturn
  • Strength of the economy
  • Where we go from here

Hopefully our listeners will gain a semblance of why this happened and what the future looks like. We have experienced economic downturns (three of them since 2008), so people need information to make the best decisions they can. This podcast episode will help educate them to make more informed decisions.

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How a Dentist Can Manage and Exit Being In-Network with a PPO with Bill Rossi – The Art of Dental Finance and Management Podcast

March 11, 2020

Bill Rossi

Advanced Practice Management 
7101 York Avenue South, Suite 300
Edina, Minnesota 55435-4407
APM@advancedpracticemanagement.com
952.921.3360

In today’s episode of the Art of Dental Finance & Management, Art introduces Bill Rossi, president of Advanced Practice Management in Minneapolis. Bill coaches and consults with over 250 dental offices. His specialty is helping dentists evaluate their in-network relationships with PPOs and coaching them in how to exit them.

Art and Bill discuss:

• Whether the relationship with the insurance contract makes sense for the practice
• What the vision of the practice is
• What the owner wants to accomplish

If you are a dentist considering taking on, or exiting, relationships with PPOs, this is an important episode to listen to.

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CPA vs. Dental CPA – Do You Know the Difference? with Art Wiederman – The Art of Dental Finance and Management Podcast

March 4, 2020

Art Weiderman, CPA

HMWC CPAs & Business Advisors
artwiederman@gmail.com
714.505.9000

With Guest:
Dr. Gary Glasband
CDA Cares
877.516.8854 

In today’s episode of The Art of Dental Finance and Management podcast, Art introduces Dr. Gary Glasband. Dr. Glasband is a Long Beach dentist who leads the California Dental Association’s CDA Cares charity program.

CDA Cares is a two-day event where up to 2,000 people who do not have access to, or can’t afford, dental care receive needed dental care from volunteers. Art and Dr. Glasband discuss the work he and his team do and how others can get involved in programs in their community.

Art wraps up this episode speaking about the role of a dental Certified Public Accountant (CPA):

  • What a CPA does
  • The requirements to be a CPA
  • The difference between working with a traditional CPA and a dental-specific CPA.

It is a question Art is asked a lot, and he provides clarity for dentists to understand what they should expect from their CPA

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How and Why Dentists End Up in Court with Attorney J. Sean Dumm – The Art of Dental Finance and Management Podcast

February 26, 2020

J. Sean Dumm, Esq.

Law Offices of J. Sean Dumm
www.JSDlawoffice.com
949.276.5095

In this week’s episode of The Art of Dental Finance and Management, Art hosts an in-studio visit with dental-specific attorney J. Sean Dumm. Sean outlines the various ways dentists can end up in a courtroom and how to avoid it.

Some of the legal issues that dentists should be aware of include:

  • Associate agreements
  • Lease issues
  • Doing deals with friends on a handshake
  • Using legal forms found on the internet
  • Contracts with vendors

While legal issues can be very complex, Sean helps make them understandable. He provides great information to help dentists avoid legal problems.

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How to Build and Train a Team with Josey Sewell – The Art of Dental Finance and Management Podcast

February 19, 2020

Josey Sewell

Director of Education
Dental Intelligence
jsewell@dentalintel.com
910.751.9536

Today we officially announce our new podcast name – “The Art of Dental Finance and Management”. We are also thrilled to announce our exciting new partnership with Decisions in Dentistry magazine.

In this episode, Art visits with Josey Sewell, the Director of Education for Dental Intelligence. Josey and Art discuss topics important to practice owners:

• Why culture is important
• How to hire and on-board new team members
• How to avoid mistakes in communication
• How your office manager should be trained
• How to integrate metrics into the practice

Josey’s experience gives the listener a road map to being a good leader and creating an office environment where the team and the practice can thrive.

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The Best Way to Prepare For and Obtain Financing for Your Practice with Justin Klingshirn – The Art of Dental Finance and Management Podcast

February 12, 2020

Justin Klingshirn

Bank of America Practice Solutions
justin.klingshirn@bofa.com
949.562.6223

In today’s episode of The Art of Dental Finance and Management, Art visits with Justin Klingshirn, Vice President for Bank of America Practice Solutions. Justin and his team work with dentists in Southern California to help them obtain financing for practice acquisitions, start-ups, expansions and re-locations.

Justin discusses what is important for dentists to understand about their credit, and how their debt (especially student loan and credit card debt) affects their ability to borrow money. He outlines what dentists need to do to assure they are in the right place financially to be able to obtain financing to buy, start or expand a dental practice. Justin also goes through the formula banks use to determine how much money they will lend on a practice acquisition. He gives some great tips for young dentists who want to get started in practice ownership and what it takes to obtain financing if a dentist wants to own multiple practices. Justin is a wealth of information and this episode is important if you are a dentist interested in borrowing money.

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The Art and Science of Designing Your Best Future Through Applied Strategic Planning with Dr. Bob Frazer – The Art of Dental Finance and Management Podcast

February 5, 2020

Dr. Bob Frazer

Inspero
bob@insperoteam.com

Today Art has the privilege of visiting with Dr. Bob Frazer, a world-renowned lecturer and educator to the dental profession.

Bob describes how he takes dentists through his Applied Strategic Planning process, which helps dentists establish core values, mission statements, and strategic models for their business. The lengthy process covers all aspects of a dentist’s personal and business life, and concludes with an integrated action plan. Bob’s program has been applied by many, who praise its impact on their practice.

This episode will inspire you to action!

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Life Insurance 101 for Dentists with Scott Plamondon – The Art of Dental Finance and Management Podcast

January 29, 2020

Scott Plamondon

Beacon Pointe Wealth Advisors
scottaplamondon@gmail.com
(949) 394-5433

In today’s episode of The Art of Dental Finance and Management™, Art visits with Scott Plamondon of Beacon Pointe Wealth Advisors. Scott helps clients with all of their life insurance needs.

Scott shares some great insight into what dentists need to consider about obtaining life insurance:

  • Understanding why it’s important
  • Conducting a needs assessment
  • Assessing how much should be purchased

The discussion moves to how to structure a buy-sell insurance agreement in a dental partnership.

Whether you’ve just graduated, you’re in the middle of your career, or you’re in the ‘sunset’ of your career and are questioning what coverage you still need, this discussion will be valuable. One of Art’s Golden Rules is to “insure to protect the ones you love”, which is why this podcast and the information provided is so important for all dentists.

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How to Turn a New Patient Call into a New Patient with Teri McAviney – The Art of Dental Finance and Management Podcast

January 22, 2020

Teri McAviney

Mak Concepts
teri@makconcepts.com
(760) 975-8770

This episode of The Art of Dental Finance and Management features dental coach/advisor, Teri McAviney of Mak Concepts. Having strong communication skills, along with a plan for patient relations and conversion, will help your dental front office succeed in converting more new prospective patient calls into new patient appointments.

Teri outlines examples of specific communication skills needed by dental team members answering the phone and talking to a prospective new patient. For example, when a new patient calls, one of the first questions they may ask is, “Do you take my insurance?” Teri shows that there is a right and wrong way to answer the question. If you answer it right, you can get the patient into the office. If you answer it wrong, they will hang up and find another office that does take their insurance.

Teri also covers other scenarios which require strong communication skills:

  • Buying a practice from another doctor
  • Getting an existing patient to accept an associate dentist when the senior doctor is cutting back

This is an episode which should be listened to multiple times, especially by the front office team, to increase your number of new patients and improve your dental practice.

 

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Tips on Successfully Hiring a Dental Associate with Robert Spiel – The Art of Dental Finance and Management Podcast

January 15, 2020

Bob Spiel

Spiel Consulting
(208) 520-6900

In this episode of The Art of Dental Finance Podcast, Art and his good friend, dental coach Bob Spiel, have a conversation about how to successfully hire an associate.

According to Bob, about 70% of associate hires fail for many reasons. Bob discusses when you are ready to hire an associate, how important it is for the team to be involved in the selection, what mistakes dentists make in hiring the wrong associate, why the associate must fit the culture and philosophy of the practice, and much more.

If you are considering hiring an associate, or if you are a dentist looking at joining a practice as an associate, this is a must listen.

 

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Everything a Dentist Needs to Know About Home Mortgage Loans and Credit with Roger Williamson – The Art of Dental Finance Podcast

January 8, 2020

Roger Williamson

Kent Mortgage Corporation
17310 Red Hill Ave., Ste 280
Irvine, CA 92614
(949) 756-1702

Today Art visits with his good friend and colleague, Roger Williamson. Roger’s company, Kent Mortgage, issues home mortgages and has helped many of Art’s clients over the years.

Art and Roger discuss how banks and finance companies evaluate a prospective borrower’s credit, how credit scores are affected by different types of debt borrowers have, what dentists can do to make sure they have good credit, and what mistakes they should avoid.

Roger also discusses the different options for home loans and the process he goes through to help guide a client in selecting the right option. He gives great insight into what dentists should do to keep good credit and prepare for buying a home.

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Finding Profit Holes in Your Practice with Curtis Marshall of Dental Intel – The Art of Dental Finance Podcast

January 2, 2020

Curtis Marshall

(801) 717-2777
cmarshall@dentalintel.com

In this episode of The Art of Dental Finance podcast, Art speaks with Curtis Marshall from Dental Intelligence. Dental Intel is used by over 5,000 practices nationwide and is a sophisticated dashboard program that extracts information from Dentrix, Eaglesoft and Open Dental. From the dashboard, dentists (and their advisors) can find areas in their practice that, if addressed, can improve revenues and profits.

Art and Curtis discuss why it is important for dentists to increase the number of visits from patients and production per visit, what pre-appointment and re-appointment percentages mean, how this program can help them see what percentage of exams a dentist performs results in a diagnosis, and much more. This podcast will hopefully motivate our listeners to work ON their practices, and not just IN their practices, using powerful tools like Dental Intel.

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Do You Have a Well-Developed Financial Plan? with Brian Conners, CFP, MBA – The Art of Dental Finance Podcast

December 18, 2019

Brian Conners, CFP, MBA

(949) 271-6433
bconners@npbfg.com

Today, Art talks with Brian Conners, a wealth manager, Registered Investment Advisor, and Certified Financial Planner. Brian and Art discuss the importance of a financial plan, what the components of a plan are, and how Brian assesses a client’s goals and objectives to develop a plan.

In addition, there is great discussion around how Brian approaches constructing a client’s investment portfolio, how he assesses risk, as well as how annuities work. This podcast contains lots of great information and (hopefully) motivation for our listeners to put together their own financial plan.

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What Dentists Need to Know about Social Security Benefits with Paul Woody, CPA – The Art of Dental Finance Podcast

December 11, 2019

Paul Woody, CPA

Woody and Associates, Certified Public Accountants
3205 N.W. 63rd Street
Oklahoma City, OK 73116
(405) 840-8000
pwoody@woodycpas.com

http://woodycpas.com

In this episode of The Art of Dental Finance, Art talks with Paul Woody, the founding partner of Woody and Associates. Paul’s firm is located in Oklahoma City and is the CPA firm for the Academy of Dental CPAs.

Paul brings an expertise in the area of Social Security benefits. He and Art help dentists understand the rules about Social Security, including when a dentist should take his or her benefits, how a restricted application works, the health of the social security trust fund, and many other rules that will be very helpful for dentists approaching Social Security age.

Art and Paul also discuss entrepreneurship in dentistry and why it is important. Paul has amazing insight into Social Security as well as the entire dental profession. Listen in to better manage your dental practice and social security benefits.

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New Trends in Oral Surgery and Update on Organized Dentistry with Dr. Edward Balasanian – The Art of Dental Finance Podcast

December 4, 2019

Dr. Edward Balasanian

Orange County Center for Oral Surgery and Dental Implants

drbalasanian@oralsurgeryteam.com

www.oralsurgeryteam.com

 

This episode of The Art of Dental Finance includes a lot of great information about the overall dental profession, as well as oral surgery. Art spends the hour with Dr. Edward Balasanian, Orange County Oral Surgeon and President of the Orange County Dental Society.

Ed is very involved in the California Dental Association and gives great insight into the challenges dentists face today, as well as what organized dentistry is doing to help its membership. Ed also talks about new trends in oral surgery, how oral surgeons bring value to their referrals, how they are helping patients manage pain and avoid addiction to opioids, and updates on implant surgery and sleep procedures. Be sure to listen in if you’d like to learn how to better manage and grow your dental practice.

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My Client’s Journey from Associate to Practice Owner with Dr. Peter Abas – The Art of Dental Finance Podcast

November 27, 2019

Dr. Peter Abas

 

 

In this episode, Art talks with his dentist client, Dr. Peter Abas. With the assistance of Art as his broker, Dr. Abas bought an excellent dental practice in Laguna Hills, California and has since grown the practice by 50%.

Art talks with Dr. Abas about his experience as an associate, what he was looking for in buying a practice, what has made him so successful, and how he’s grown his practice. Dr. Abas also gives great tips to young, up-and-coming dentists to help them become successful. This is an inspirational interview showing that dentists can purchase good practices, make them even better, and practice in a fee-for-service office – all while avoiding PPOs.

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“Turning Losses into Profits in Your Dental Office” with Debbie Seidel-Bittke – The Art of Dental Finance Podcast

November 20, 2019

Debbie Seidel-Bittke, RDH, BS

Dental Practice Solutions

888.816.1511

www.dentalpracticesolutions.com

 

Today Art visits with his good friend and dental coach, Debbie Seidel-Bittke. Debbie has been a coach in the dental profession for well over 20 years and has been in dentistry longer than that. She has a rare passion for her work, helping her clients with building a great hygiene department, developing a great team, and becoming more profitable. Art and Debbie discuss what makes a successful hygiene program, how communications and leadership are paramount to success in the dental office, and what works or doesn’t work in growing a practice. You will love listening to Debbie as the excitement she has for helping dentists resonates through the microphone.

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Year-End Tax Planning for Dentists with Art Wiederman, CPA – The Art of Dental Finance

November 13, 2019

Art Wiederman

714-505-9000

art.wiederman@hmwccpa.com

 

In this episode, Art talks about year-end income tax planning for dentists. He explains the difference between a marginal and effective rate of tax, how changes in the Congress and the White House might impact tax rates and deductions in 2021, and what things a dentist can do to reduce his or her tax liability through their dental practice. In addition, he’ll provide tips on how to use retirement plans and equipment purchases to cut taxes, and how to take care of two very important parts of the 2017 tax reform act: (1) the 20% Pass-Through deduction under Tax Code Section 199A, and (2) the Child Tax Credit, which can save taxpayers $2,000 per child. Lots of tips and tax planning ideas that could save dentists thousands of dollars before the end of the year. Don’t miss this important episode!

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Legal Issues for Dentists with Dental Attorney Pat Wood – The Art of Dental Finance

November 6, 2019

Patrick Wood, Esq.

Wood & Delgado, Attorneys at Law

800.499.1474

 www.dentalattorneys.com

 

 

 

 

In today’s episode, Art visits with long-time colleague dental attorney Pat Wood. Pat and his team have worked with over 6,000 dentists spanning his 35 year career as an attorney for dentists. Art and Pat dialogue about associate agreement content and how covenants not to compete work. They also cover issues for senior doctors as well as associates involved in these contracts, and legal issues for buyers and sellers in the purchase or sale of a dental practice. Lots of great insights that could save dentists from legal issues when entering into contracts.

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World Class Clinical Continuing Education with Johnny Kois, CEO of The Kois Center

October 30, 2019

Johnny Kois, CEO

206.621.5310

www.koiscenter.com

 

 

Today Art has the privilege of spending the hour with Johnny Kois, CEO of The Kois Center in Seattle, Washington. Johnny’s father, Dr. John Kois, is one of the most well-known and iconic dentists in the world. His courses and curriculum on clinical dentistry are among the best in the world. Johnny and Art talk about the three core concepts students of Dr. Kois learn: (1) how the curriculum is research based, (2) how dentists who come to the Kois Center are happier in their practices, and (3) how they teach dentists their system of developing a treatment plan, presenting cases, and to taking their game to the next level. Dr. Kois and his team have trained thousands of dentists and the information you will get on this episode might just change the way you learn and how you practice.

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Pearls from One of the Best Dentists and Coaches I Know – Dr. Phil Potter

October 23, 2019

Art Wiederman

714-505-9000

art.wiederman@hmwccpa.com

 

 

On today’s show, Art spends the hour with his dear friend and CPA client, Dr. Phil Potter. Art and Dr. Potter are also partners in a practice transitions business. Dr. Potter practiced high-level restorative and cosmetic dentistry in his private practice in San Clemente, California for 31 years. After his retirement he spent many years as a coach working with and lecturing with Dr. Paul Homoly. They traveled all over the country talking about complex care case acceptance, leadership, and what makes dentists successful. Art and Dr. Potter discuss how dentists can and should differentiate their practices from those down the street, how to avoid becoming a commodity, and the pyramids that dentists need to build within their practices. Their dialogue includes how dentists need to interact not only with their team but also with patients to communicate their message. Phil shares how he trained the team in his practice and why his practice was so successful. He informs about emotional intelligence and suggests some great resources to dentists who want to control their own destiny. Dr. Potter is a wealth of knowledge. As Art’s mentor, he has taught Art many things about life and we’re sure his insights will be invaluable to others as well.

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