Tax Planning for Your Profitable Optometry Cold Start

featuring Evon Mendrin, CFP, CSLP, Founder, Optometry Wealth Advisors

Have you cold-started your optometry practice in the last few years?

Or are your looking to launch sometime soon?

In this episode of The Cold Start Corner we connect with Evon Mendrin, CFP, CSLP, Founder, Optometry Wealth Advisors, for insights on income tax planning and how best practices for practice owners in the early years of ownership.

Let’s start by discussing income taxes

• What are income taxes?

  • Federal

  • State

• Tax treatment under different organizational structures

  • Sole prop

  • S-Corp

  • C-Corp

  • Other

• How does this impact the situation for practice owners?

• What are the key tax considerations at different stages of practice lifecycle

  • Cold-Start

  • Recently purchased

  • Partnership

  • Mature practice

• Let’s dig deeper into tax considerations through the first few years of practice ownership

  • Year 1

  • Year 2

  • Year 3-5

  • Beyond Year 5

• What are best practices for tax planning through the early years of practice ownership?

Learn https://www.optometrywealth.com

Link https://www.linkedin.com/in/evonmendrin/

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