Summary:

Speakers: John Urrutia, CPA & Jason Schneller

AGD members: $75
AGD dental students: $75
Non-AGD members: $150

CE: 2 (lecture)
Sponsored by: MUN CPAs

Course Description:

Are you Ready to Plan for Success? Proactive Practice Planning: This course will help you with your practice management on ways to control and manage your overhead expenses. We will discuss new tax laws you should take advantage of in 2024 and accounting you should be looking at in your day-to-day operations.

Course Objectives:

• You will learn to plan for new tax laws that can affect your practice in 2024
• You will learn to read your accounting reports and know your bottom line for successful practice health
• You will learn to take control of your overhead expenses on a monthly basis for a more controlled practice environment.

About the Speakers:

John Urrutia
As a founding partner of MUN CPAs, John’s love of the team and his clients has continued to grow over the last 30 years. John has a passion for working with small to medium sized businesses who are looking for more than just tax preparation, but have a desire to expand their businesses, and utilize specific growth strategies that take advantage of top tier tax planning and incentives. This is why he focuses on educating his clients on the latest changes to tax laws and processes. John’s greatest joy is seeing business owners come into MUN CPAs and evolve into a powerful force for their organizations as they work with John and his team.

Jason Schneller
Jason is a regional director at Provide, Inc., responsible for project lending in the California market. For over 20-years, Jason has specialized in helping our communities’ healthcare providers obtain loans for their unique business needs and has extensive expertise in practice acquisitions, practice startups, expansion and remodel projects, commercial real estate transactions, and debt consolidations. Jason has built a network of trusted practice brokers, equipment specialists, attorneys, CPAs, consultants, contractors, architects, and real estate brokers to help ensure his healthcare providers surround themselves with the right team of experts as they embark (or continue) on their practice ownership journey.

Refund and Cancellation Policy:

• Registrations are subject to a $50 non-refundable processing fee.
• Cancellations made by email prior to 1/4/24 will receive a refund less the $50 processing fee.
• Cancellations made after 1/4/24 are completely non-refundable.
• Transfer of a registration to another name will be considered by email request through 1/4/24.

Registration:

• If you are NOT an AGD Member  and register as one, you’ll need to re-register as a Non-Member to get in to any California AGD courses. If your AGD Membership has expired you can renew here: https://www.agd.org/join-agd/online-application