Summary:

Where: LIVE WEBINAR

Sponsored by: MUN CPA

Speakers: John Urrutia, MUN CPA
Keith Dunnagan, BPE Law Group
CJ Williams, VP, Bank of America Practice Solutions

Tuition: 
AGD dentists: $75
AGD student members: $25
Non-AGD members: $125

AGD Subject Code: 550 (Practice Management)
CE: 2 (lecture)

Course Description:

• Having the right team with “boots on the ground” to build your success:
•  Bank of America – Path to Practice Ownership
•  Insuring Everything – Reduce Risk for your business with Proper Insurance & Association Health Plans
•  MUN CPA’s – Structure & Tax
•  BPE Law Group – Building a good Foundation for your Business
•  Contract Review Assistance

Course Objectives:

This course will help new dentists (1-10 years) navigate the next steps in their dental careers. Learn from Banking, CPAs, Insurance, and Legal experts how to avoid pitfalls and take the proper steps to ensure a successful career and practice.

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.

Keith Dunnagan:
Keith maintains a specialized practice in dental law, where he represents dentists in California on issues ranging from corporate formation, leasing, practice sales, succession planning, financing and equipment purchases. Because of the regulatory compliance required of dental professional under the Dental Practices Act, this is a highly specialized area of Keith’s corporate practice. The key to Keith’s success is his understanding of the complex set of laws impacting dentists and their practices and working closely with other parties to a transaction to reach practical solutions to any
transactional problem that may arise.

Refund and Cancellation Policy: 

By registering and attending this event you are giving permission to be in a photograph/video of the event unless you ask not to. Click here for the full details of our photo/video policy.

https://caagd.org/cagd-photo-video-disclaimer/

• Registrations are subject to a $25 non-refundable processing fee.
• Cancellations made by email prior to 5/2/24 will receive a refund less the $25 processing fee.
•  Cancellations made after 5/2/24 are completely non-refundable.

Registration: