What Now? Strategies to Maximize Your Cash

Oct. 21, 2020 at 3:00 PM - 4:00 PM
Speaker: Kate Willeford, CPA 
Subject: 550 Practice Management
Credits: 1.5
Audience: Students, Residents, New Dentists
Fee: Free

Course Description:
In this webinar, Kate Willeford, CPA, will share strategies to maximize your cash during these unusual times. Learn about the latest post-COVID closure revenue and overhead trends, including transition trends for practice purchases and startups. In addition, learn ways to use aspects of the new legislation to your benefit, such as tax credits, tax deductions, Small Business Administration (SBA) loan proceeds and other financing opportunities. Willeford will also discuss ways to plan your short- and long-term cash flow while saving for retirement and becoming better prepared for future income changes. 
Learning Objectives 
• Learn about the most up-to-date post-COVID closure practice trends. 
• Learn about practice transition trends. 
• Plan cash flow for the future. 
• Understand financing opportunities such as SBA loans and tax credits.

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Speaker Biography
Kate Willeford, CPA, is the owner of the Willeford Group, a firm that uses a multidisciplinary approach to accounting and profitability consulting focused on creating a substantial impact on the quality of life and income of select, entrepreneurial dentists. She is vice president of the Academy of Dental CPAs, an organization that represents over 9,000 dentists nationwide. In addition, Willeford is a member of the Academy of Dental Management Consultants and the Speaking and Consulting Network and is a contributing author for Dental Economics and other publications.  

This course is sponsored by CareCredit.
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