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SSAGD: Planning For Success

October 26, 2023 @ 6:30 pm - 8:30 pm


Speaker: Neil Beeman, CPA
Sponsored By: MUN CPAs

Location: Northridge Country Club
7600 Madison Ave
Fair Oaks, CA 95628

Tuition: Dinner Included
AGD Member/ Dental Student: $75
Non AGD member: $150

CE: 2 (lecture)


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 Speaker:


Neil Beeman has been providing public accounting services to clients for over 20 years and is a Partner at MUN CPAs. Mr. Beeman focuses on business consulting, tax incentives calculation, tax planning, tax preparation for corporations, partnerships, individuals, trusts, and estates. Mr. Beeman deals directly with business owners, advising on options available that can assist with cash flow, tax compliance, retirement options, college planning, real estate, and tax consultation. Mr. Beeman specializes in small to mid-size business and meets with them throughout the year with a goal of being a proactive business advocate who actively brings ideas for tax reduction to his clients.




Refund and Cancellation Policy:

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

  • Registrations are subject to a $50 non-refundable processing fee.
  • Cancellations made by email prior to 10/22/23 will receive a refund less the $50 processing fee.
  • Cancellations made after 10/22/23 are completely non-refundable.
  • Transfer of a registration to another name will be considered by email request through 10/22/23.





Price Tiers

Your Name & Email address

Your AGD# (if AGD)



October 26, 2023
6:30 pm - 8:30 pm
Event Categories:


Northridge Country Club
7600 Madison Ave
Fair Oaks, CA 95628 United States


Terri Iwamoto-Wong
(877) 408-0738