Episode Details
Back to Episodes#857: Tax Strategies to Prepare for an Associate Buy-In
Description
Morgan Hamon returns to the podcast and Kiera dives deep with him. They focus on how owners/doctors can prepare their cash flow and tax planning for an associate buy-in, including the ideal time to execute, time horizon, three common frustrations and how to avoid them, and so much more.
Episode resources:
Learn more about HDA Accounting Group
Connect with Morgan: morgan@hdagroupdental.com
Listen to episode 704, What Should You Expect From Your CPA
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Transcript:
Kiera Dent (00:00.686)
Hello, Dental A Team listeners. This is Kiera and I am so excited. This is one of my favorite guests. He's been on the podcast a couple of times because I felt like I really did not understand my numbers for a long time as a business owner and I felt very dumb. And my first year on taxes, I got like literally my shorts burned so bad with taxes. And Morgan Hamon, owner of HTA accounting, is one of the top accounting companies that I refer to.
They're dental specific. I'm obsessed with it. The office is working with them because I know their numbers are clear. I can read the reports. I know what their profitability is. They're looking at it. S