Although most orthodontists utilize the services of a CPA, few are truly satisfied with the results they receive. However, it can be challenging to measure the success of a professional with limited knowledge on the services they provide. In this webinar, we will discuss the five subject areas in which all CPAs should be involved, and how to objectively and subjectively measure their performance to determine if you are getting your money's worth. We will review the type of financial advice you should receive, how an accountant should formulate financial statements to provide useful information, assisting with internal controls within the company to prevent theft, and a variety of other topics that distinguish the difference between average and great CPAs.
Course objectives include:
List the services that should be provided by your CPA on an annual basis above and beyond your income tax returns;
Explain the financial statements a CPA should provide, and how to determine their usefulness;
List examples of the types of internal controls your CPA should be monitoring; and
Describe the type of tax planning that you should expect from your CPA.
Andrew Tucker is an associate with John K. McGill & Co., Inc. He is a licensed attorney in the State of North Carolina and has been admitted for practice before the United States Tax Court. He is also a Certified Financial Planner™ (CFP®) and CPA. At the McGill and Hill Group, he brings his rich experience of tax and business advising exclusively to the dental profession.
Andrew is a graduate of North Carolina State University with degrees in Political Science and Public Communications. He also holds a Juris Doctor from Campbell University, where he was a Wiggins Scholar and the recipient of the Norman Adrian Wiggins Estate Planning Award for excellence in the field of tax and estate planning. Andrew also holds a Masters in Trust and Wealth Management, with honors, from Campbell University. Andrew is a member of the American Bar Association and the North Carolina Bar Association.