The following video resources are meant as a general introduction to some of the topics we specialize in. If you wish to have a more detailed overview for your questions, please CONTACT US. As well, consider subscribing to our Blog & Newsletter page to receive the latest information for this tax season.
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This session will provide a timely market update with a focus on trends in Real Estate, the effect of rising interest rates along with tips on how you can protect your wealth in the growing uncertainty markets are facing. Atul Mehra from M&Co. Chartered Accountants will weigh in on the Dental market and provide a 2022 tax planning update for dental professionals.
Session objectives:
Provide economic update with timely outlook
Analyze the effect of rising interest rates and the current vs. expected effect it will have on wealth and real estate values
Provide examples of what savvy investors are doing to protect their wealth and position/ reposition for success
Provide tax planning strategies specific to dental professionals
About The Speakers
Atul Mehra, CA, CPA is a founding Partner of M&Co. LLP a full service CPA Firm in Canada. Mr. Mehra is the leader of the Dental Professional Tax Planning, Dental Valuation and Mergers & Acquisition Advisory Division. His Firm has serviced the dental industry since 2007 and he has assisted hundreds of dentists on accounting, tax, corporate finance and dental practice management advisory. In 2012 Mr. Mehra co-founded Morex Capital and is a member of the Board of Directors.
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The art of purchasing a Dental Practice. Whether you are a newly dental graduate looking to buy your first practice, or an experienced dentist looking to acquire more dental facilities, this guide covers everything you need to know financially when purchasing a practice.
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Dental Outlook and Personal Tax Considerations:
1. 2021 Dental Economic and Post Election 2021 Personal Tax Update
2. 2022 Tax Planning Update for Dentists looking to sell their practice
3. Learn how to claim the $892,218 Life Time Capital Gains Exemption on the sale of your practice for multiple family members
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Personal Tax Return Workshop for recent Dental Associates, Grads and Dental Students.
Includes a Real-time demonstration of a 2020 Dental Associate Personal Tax Return being Prepared.
LIVE Learning objectives include:
How and when to set up a Dental Professional Corporation
How to register for online access to your CRA Account
Confirming your tuition credit carry forward balances
Summary of eligible deductions for dental associates
Review of dental income and expense worksheet
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With all the recent headlines surrounding stock options, day trading, and the business of stock exchange, visit the seminar below for the Tax Implications of options investing in Canada.
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This video covers the topics below:
Chapter 1: Dental Economic Update
Chapter 2: Budgeting & Managing Money Tips
Chapter 3: Managing Costs
Chapter 4: Debt and Credit Management
Chapter 5: Saving and Investing
Chapter 6: Setting Financial Goals
Chapter 7: Protection from Fraud and Identity Theft
Chapter 8: Financial Health Checklist
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Whiteboard animation highlighting Dental Accountants as a whole
