Aug 29, 2022
Welcome to this episode of 20/20 Money! My guest on today’s show is JR Armstrong. JR joins me back on the show to talk about a common tax planning strategy that we both see utilized in optometric practices: buying a vehicle through the practice. We cover the basics of what needs to be considered, some of the nuances...
Aug 22, 2022
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Jennifer Stewart. Jen joins me again on the show to talk about an interesting transition that’s just occurred for her, and that was selling her practice! Longtime listeners of the show will know that she owned a very successful practice in...
Aug 15, 2022
Welcome to this episode of 20/20 Money! My guest on today’s show is Greg Crabtree, CPA.
Greg is the author of two of my favorite books about running a business and using the numbers of your business to make informed decisions (Simple Numbers, Straight Talk, Big Profits and Simple Numbers 2.0: Rules for Smart...
Aug 8, 2022
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Mick Kling, OD. Last week was part 1 of our two-part conversation on all things related to practice transitions. We talk about practice transitions from both the buyer’s and seller’s perspective and talk about the entire life cycle of...
Aug 1, 2022
Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Mick Kling, OD. In this two-part conversation with Mick, he and I have a deep and well-rounded discussion on all things related to practice transitions. We talk about practice transitions from both the buyer’s and seller’s perspective and talk...