Ep 20 - Talking With Brad Kucharo About Financial Advice For Orthodontists

Dr. Leon Klempner and Amy Epstein invited Brad Kucharo, a Certified Public Accountant and Certified Financial Planner from John McGill & Company, to the podcast to give us some financial tips and advice for orthodontics. This is especially timely as businesses plan their end of the year tax strategies, the recent change in the presidential administration, and the ongoing effects of the pandemic, specifically for practices that took Paycheck Protection Program (PPP) loans in 2020.

In this episode, we recap some important topics like:

• Statistics about practice performance over the last seven months after Covid
• Preparation for PPP loan forgiveness and the Provider Relief Funds filing
• Financial advice in case orthodontists again have to stop seeing patients in-person for any length of time
• How potential tax law changes under President-elect Biden will impact orthodontists
• Last-minute 2020 tax planning strategies and advice

Achieving practice growth isn’t as simple as it used to be. But with groundbreaking technology and new communication channels to reach more patients, People + Practice is an orthodontic marketing agency that firmly believes that there’s never been a better time to be in practice.