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Mastering the Art of Tax strategy and Asset Protection: 
Unlocking Financial Success and Safeguarding Your Dental Practice

TITLE:  Mastering the Art of Tax strategy and Asset Protection: Unlocking Financial Success and Safeguarding Your Dental Practice

 

Are you overpaying your taxes? Is your business structure truly benefiting you or exposing you to unnecessary risks? And most importantly, is your family adequately protected in the face of unforeseen circumstances?

COURSE FEE:  Complimentary Access

CREDITS: This continuing education activity is designated for 1 credit

DURATION: 1 hour CE webinar followed by 15 minute promotional webinar by The Fortune Law Firm (not required for CE Credit per AGD PACE)

AGD PACE SUBJECT CODE:  550 Financial Management

CE SUPPORTER: The Fortune Law Firm

MODE: Electronically Mediated | On Demand CE Webinar| Recorded April 19, 2024. Review April 19, 2025

SPEAKER:  Joshua Johnson (Bio below)

AUDIENCE: Dentists, Dental Hygienists, Dental Therapists, Dental Assistants

TECHNOLOGY REQUIRED:  Mobile device, laptop or desktop with internet connection | Google Chrome Browser

INSTRUCTIONS: 

  1. Watch the above recorded lecture. Do not fast forward, you may pause and resume at your own pace.

  2. Tap Here and Download the Handout

  3. Tap Here and Complete the Quiz for CE Credit

  4. Tap Here to request assistance with CE credit 

  5. CE credit verification will be sent to you from Dental CE Academy within 15 minutes of quiz completion. 

DESCRIPTION: Dentists wear multiple hats, serving not only as healthcare professionals but also as business proprietors. Running a dental practice entails more than just caring for patients' health. Our goal is to equip dentists with the resources and knowledge necessary to enhance the efficiency and profitability of their practices. By doing so, we enable them to deliver superior patient care.

LEARNING OBJECTIVES:

  • Explain the key principles of tax optimization and identify strategies to minimize tax liabilities as a dentist.

  • Recognize the importance of a solid business structure and learn techniques to mitigate risks and protect personal and professional assets.

  • Gain insights into asset protection strategies and identify effective methods to safeguard against potential lawsuits and creditor claims.

  • Explore the essentials of estate planning and develop a comprehensive plan to protect and transfer assets while minimizing probate costs.

  • Acquire practical knowledge and actionable steps to implement tax optimization, business structure, and asset protection strategies in your own practice.

  • Enhance your financial literacy and empower yourself to make informed decisions that will positively impact your financial well-being as a dentist.

  • Incorporate lessons from the expertise and experience of former FBI Special Agent Art McOmber, gaining valuable insights and real-world examples.

  • Identify the value and limitations of liability insurance (i.e. potential pitfalls that arise because of policy exclusions and payout caps).

  • Practice legal strategies that actually discourage lawyers from ever filing a suit against you or your business.

  • Know how a settlement from your Malpractice Insurance will trigger a report to the National Practitioners Data Bank (NPDB).

  • Discern the negative effects of your name being on the NPDB.

  • Take ongoing steps to protect your Medical License and your good name.

  • Comprehend how the financially independent like Warren Buffett set themselves apart using Tax Strategies.

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Joshua Johnson

Fortune Law Firm

Empowering doctors with Expert Insights on Tax Optimization, Business Structure and Asset Protection

Joshua Johnson. Leading expert: Wealth Creation, Asset and Over-Taxation Protection

Joshua Johnson is an esteemed entrepreneur and expert in the realm of advanced tax strategies and asset protection. With a solid educational foundation, he pursued his studies in Business Management at Dixie State University and Utah State University.

Joshua's entrepreneurial journey began with the establishment of several large companies, starting from scratch and eventually successfully selling them. Along the way, he realized that in America, generating wealth often makes individuals vulnerable to lawsuits. Determined to provide comprehensive solutions, he decided to specialize in advanced tax strategies and asset protection for dentists and doctors.

Over the past six years, Joshua has become a prominent figure in the medical and dental industries. His expertise and dedication have led him to be invited as a speaker at numerous prestigious conferences, where he has shared his knowledge with thousands of doctors and wealth business owners. Through his insightful presentations, he has empowered professionals to effectively lower their tax liabilities and minimize their exposure to lawsuits.

Joshua Johnson's passion lies in helping his clients safeguard their hard-earned assets and financial well-being. His personalized and innovative approach to tax planning and asset protection has garnered him a reputation for delivering exceptional results. By leveraging his extensive experience and deep understanding of the complexities of the legal and financial landscape, Joshua has been instrumental in transforming the financial futures of numerous doctors and wealth business owners.

Beyond his professional endeavors, Joshua remains committed to his ongoing education, staying at the forefront of evolving tax laws and asset protection strategies. He continues to push the boundaries of his expertise to ensure his clients receive the most effective solutions tailored to their unique circumstances.

With his unwavering dedication and expertise, Joshua Johnson is a trusted advisor to dentists, doctors, and other high-net-worth individuals seeking to optimize their financial well-being while safeguarding their assets from potential legal challenges.

DISCLOSURE OF SPEAKER AND FACULTY COMMERCIAL RELATIONSHIPS:  According to Dental CE Academy's Conflict of Interest and Disclosure Policy, faculty and speakers for any course are expected to disclose any economic support, personal interests, or potential bias that may be perceived as creating a conflict related to the material being presented. Disclosure statements are printed in each course description and announced by moderators or individual speakers at the beginning of each presentation. This policy is intended to alert the audience to any potential bias or conflict so that participants may form their own judgments about the material being presented.

CONFLICT OF INTEREST AND FINANCIAL DISCLOSURE: This course is supported by The Fortune Law Firm. The speaker, Joshua Johnson declares a financial affiliation with The Fortune Law Firm. For written documentation contact support@dentalcenow.com.

 

DENTAL CE ACADEMY DISCLOSURE: The views expressed and opinions and materials presented during these live and recorded presentations represent the personal views and opinions of the individual speaker and do not necessarily represent the views and opinions of Dental CE Academy.  Dental CE Academy assumes no responsibility for the content of the presentations made by the individual speakers. Any suggested protocols for treatment, materials, or services may be based up on the speakers' own clinican experience and should not be construed as Dental CE Academy recommended or endorsed. Selected presentations may include exploratory research or experimental procedures and are intended for informational purposes that may lead to new interest and scientific breakthroughs in the fields of dentistry.  Dental CE Academy appreciates its educators who share their knowledge and expertise. This level of dedication to dentistry allows our profession to expand and thrive and provokes necessary discussion and understanding. 

Joshua Johnson
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