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Welcome to Dental Wealth!

This is the first in a series of educational e-mail newsletters about managing your wealth. Each issue will feature articles from respected professional advisors that serve the dental industry.
In this and future issues you will find valuable information on practice management, tax tips, succession planning, investment trends, estate planning, and advanced wealth management strategies.
IN THIS ISSUE
Top Tax Tips for Dentists
MULTI-FAMILY OFFICES LET ADVISORS FOCUS ON WEALTHY CLIENTS
SPECIAL: Video Interview - The benefits of IPPs
 
Top tax tips for Dentists
 
Here is a list of tax-saving ideas you may wish to consider.
 
MULTI-FAMILY OFFICES LET ADVISORS FOCUS ON WEALTHY CLIENTS
 
The main benefit of a MFO (Multi-family office) is a team of professionals that acts in concert on behalf of the client, under the leadership of a chief financial advisor. Together they create and execute a well-conceived strategy and overall plan, built on the knowledge and trust that close relationships provide.
Click the link below for an video interview outlining the benefits of Independent Pension Plans:
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