Mid-Year Financial and Tax Planning for Your Optometry Practice with Yuri Kapilovich, CPA

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.It's time for a mid-year financial health checkup on your optometry practice! Yuri Kapilovich, CPA and managing partner of his firm, Kapilovich and Associates, talks with Evon all about how to check the health of your practice from a financial and tax planning standpoint. They go over what financial statements to look at, a few tests to look at for business health, and tax planning considerations for the second half of the year.He's literally married to optometry and provides a lot to learn for both sublease and private practices! Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at [email protected] out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps ODs nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow, build their net worth, and monitor the ongoing health of their finances. Resources Mentioned in the Show:Yuri Kapilovich LinkedIn ProfileYuri's Instagram - Mr. Tax GuyBook: Profit First by Mike MichalowiczYuri's Podcast - The Capital Contribution Podcast The Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.