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Pre-Retirementadvanced
Tax Strategy for Practice Sales and Retirement
Minimize your tax burden on the sale of your dental practice and during retirement. Covers asset allocation for tax purposes, installment sale strategies, opportunity zones, charitable remainder trusts, and retirement account distribution planning. AI tax modeling tools help you optimize every dollar.
4 Chapters19 Lessons3 Exams4 weeks
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Earn Certified Dental Exit Strategist
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Course Curriculum
Topics Covered
tax planningpractice sale taxcapital gainsretirement taxwealth preservation
AI Tutor Included
Every course includes access to the AI Business Tutor. Ask questions about any lesson, get personalized explanations, and practice business scenarios relevant to your specific situation.
Certification Track
This course counts toward:
Certified Dental Exit Strategist (CDES)5 courses required · 80 hours