Efficiently Planning for Practice Succession

Efficiently Planning for Practice Succession

September 23, 2020, 4:15 PM - 5:15 PM

Sands Convention Center - TBD
Language:
English

When you sell your practice, it's not "if" it's "how much" you'll pay in taxes. Planned proactively, there are strategies to consider as far out as three years from when you plan to sell your practice that can help an OD reduce or defer the taxes owed on the sale of their practice. Learn financial and tax planning strategies to help you keep as much of the value of your practice as possible at the time of sale.

Speakers

  • Adam Cmejla

    Speaker

    CFP®

    Integrated Planning and Wealth Management, LLC

Accreditations

  1. ABO No
  2. AOA Paraoptometric Commission No
  3. COPE Yes
  4. Florida State Board of Opticianry No
  5. Florida State Board of Opticianry – Technical No
  6. Florida State Board of Optometry Yes
  7. NCLE No
  8. New York State Opticians - Contact Lenses - Advanced No
  9. New York State Opticians - Contact Lenses - Basic No
  10. New York State Opticians-Contact Lenses-Intermediate No
  11. New York State Opticians-Dispensing-Advanced No
  12. New York State Opticians-Dispensing-Basic No
  13. New York State Opticians-Dispensing-Intermediate No
  14. Orals No
  15. TQ-CEE No
  16. Therapeutic No

Categories

  1. Type of Session Course