Ep #181: Talking Tax, Debt and Succession with Boris Feldman

Most dentists only see their accountant once a year, usually just to get the tax return sorted. Julie sits down with Boris Feldman of BT Corporate Advisory to talk about what happens when that relationship becomes something far more strategic. 

They cover the difference between deductible and non deductible debt and how getting this wrong can cost tens of thousands of dollars a year, why loyal clients often end up paying more on their loans than new ones, and why succession planning should start on day one of practice ownership, not five years before you want to sell.

Boris shares real examples from his years working with dental clients, including a case where getting the business structure wrong exposed a dentist to millions in unnecessary risk. 

A great listen for any practice owner who wants a second set of eyes on their financial position.

Find Boris at btcorporateadvisory.com.au

Interested in taking your personal, team, and dental practice to the next level? Contact Julie and Ameena today to explore the possibilities for growth and success!

Visit our website, Dental Business Mastery, at https://dentalbusinessmastery.com.au/, and book a complimentary, obligation-free Discovery Call to discuss your specific needs and goals. Schedule your call here: https://tidycal.com/3l298p1/30-minute-meeting

If you have any questions or would like more information, feel free to contact us via email at [email protected].