EPISODE · Feb 20, 2024 · 31 MIN
DID Monthly: Private Equity in DSOs, A Bipartisan Tax Deal, and Retirement Plan Mistakes
from Drilling It Down · host Wes Lyon
In this episode, Wes and Liam cover updates from the ERC article, the influence of interest rates on practice values, and the hurdles confronted by private equity firms in the dental sector. Additionally, they explore the bipartisan tax code agreement under scrutiny in Congress and its likely consequences. The conversation underscores prevalent errors in retirement plan structuring, like inaccurate owner salaries and plan classifications, stressing the significance of meticulous planning and optimizing spouse contributions.
What this episode covers
In this episode, Wes and Liam cover updates from the ERC article, the influence of interest rates on practice values, and the hurdles confronted by private equity firms in the dental sector. Additionally, they explore the bipartisan tax code agreement under scrutiny in Congress and its likely consequences. The conversation underscores prevalent errors in retirement plan structuring, like inaccurate owner salaries and plan classifications, stressing the significance of meticulous planning and optimizing spouse contributions.
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DID Monthly: Private Equity in DSOs, A Bipartisan Tax Deal, and Retirement Plan Mistakes
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