Business of Dentistry Series - Tax Planning - Thursday, February 23, 2023

Category 3 - 3 CE Points

Speakers: Stive Farronato CPA, CA, CFP & Chris Molloy B.A.S.C CFP

Location: Hyatt Place Toronto/ Mississauga Centre - 5787 Hurontario St, Mississauga, ON L4Z 2H7

Parking is Free

Agenda:

5:30 - 6:30 pm Registration and Dinner

6:30 - 6:40 pm Welcome and Announcements

6:40 - 9:00  pm Lecture 

9:00 - 9:10 pm Q&A 

Learning Objectives:

• Understanding your financial statements & KPIs
• Basic accounting, including how to prepare and talk to your accountant
• Would it be necessary to hire a bookkeeper?
• Avoiding an audit with CRA
• Tax implications of buying/selling a practice
• Discover the importance of implementing a holistic, fully integrated Tax & Financial Plan
• Building your net worth and debt repayment strategies
• Retirement Planning and achieving your FIT#TM
• Estate planning strategies
• Roadmap to creating financial security, freedom and peace of mind

Presenters Bio:

   Chartered Professional Accountant Stive Farronato specializes in providing advanced tax planning strategies for the dental professional. A graduate of the University of Toronto, he received his Chartered Accountant (CA) designation in 1992, and his Certified Financial Planning (CFP) designation in 1998. Stive worked in public practice, and with the Canada Revenue Agency, before joined TMFD Financial in 1995. He is also co-author of the book “Secrets of the Wealthy Dentist.”

Chris is Senior VP of Advisory Services at TMFD Financial and has 25+ years of experience in advising clients on tax, investment, and estate planning strategies that help achieve financial goals. He believes in helping clients make informed choices, and takes great pride in developing comprehensive financial plans for dentists. Prior to joining TMFD Financial, Chris worked as a financial advisor with one of Canada’s largest life insurance companies. Chris joined TMFD Financial in 1996 and became an advisor with Assante Financial Management Ltd. in 2001. He is also co-author of the book: “Secrets of the Wealthy Dentist.”

Free for the HPDA Members

Non-members welcome for $149

Event Sponsor