Sam Martin, MBAtax, CFP(r), CPA

Sam is the Director of Wealth Management and Advanced Tax Planning and Transitions with Dental Wealth Advisors LLC and DG Transitions LLC, members of the Dental Group family of firms.

Sam is an accounting graduate of the University of Montana and holds a Masters in Federal Income Taxation from Golden Gate University. Sam is a Certified Public Accountant (CPA) and Certified Financial Planner (TM) (CFP (r). Sam and the Dental Group are members of the Academy of Dental CPAs, a nationwide affiliation of like-minded CPA practices dedicated to improving the practices and lives of some 6,000 plus dentists and their families.

Presentation(s):

• Practice, Financial & Tax Strategies for Newer Dentists Part 1

  Friday, November 11, 2022
  7:30 AM – 9:00 AM

• Practice, Financial & Tax Strategies for Newer Dentists Part 2

  Friday, November 11, 2022
  10:00 AM – 11:30 AM

• Advanced Tax, Transition & Income Planning for Before, During & After Practice Transition Part 1

  Friday, November 11, 2022
  1:30 PM – 3:00 PM

• Advanced Tax, Transition & Income Planning for Before, During & After Practice Transition Part 2

  Friday, November 11, 2022
  3:30 PM – 5:00 PM