Track 2:

Registration is open to GAGD members for $695 and non-members for $895.

Time: 8:00 am - 5:30 pm

Teaching Method: Lecture

CE Hours: 7 Hours

Course Code: 550

Course Description & Objectives:

Unlocking Financial Freedom: Tax Strategies & Transition Trends for Doctors at Any Career Stage 

Join the 5% of dentists who can afford to retire by age 65. This practical, engaging program blends proven tax-saving and wealth-building strategies with a clear analysis of the current state of practice transitions. Developed from over 40 years of working exclusively with dentists, this course will help you build a personalized financial plan to accelerate your path to financial independence, reduce stress, and protect your practice’s value. You will gain actionable insights on reducing income taxes, increasing practice revenue, cutting overhead, and maximizing retirement savings. Additionally, we will cover current trends in practice ownership, valuations, and the evolving role of DSOs in the market, equipping you to evaluate transition options and plan for the future with confidence. By the end of this presentation, attendees will be able to:

About the Presenter:

Wesley Lyon

  • Identify effective tax-saving strategies and business deductions to boost profitability.

  • Implement savings, debt reduction, and revenue-growth techniques tailored to dental practices.

  • Understand current trends in practice ownership, valuations, and industry consolidation.

  • Evaluate transition options, including traditional (doctor-to-doctor) and corporate (DSOs), to align with personal and financial goals.

  • Develop a clear, personalized financial plan to reduce stress and achieve long-term financial success.

Wes serves as President and CEO of McGill and Lyon Dental Advisors, specializing in providing comprehensive tax, business, and financial planning for dentists. Wesley Lyon is also the Founder and Managing Member of Lyon Wealth Advisors Group, LLC, specializing in Wealth Management for dentists. He is a regular contributor to industry publications and a frequent speaker at dental societies, study clubs, and industry events nationwide. Wes is also the owner of and contributor to The McGill & Lyon Dental Advisory, a subscription-based publication that provides over 5,000 doctors with resources to lower their taxes, increase profits, protect wealth, and plan for a prosperous retirement. In his spare time, Wes enjoys spending time with his wife, Becca, and their baby girl, Madelyn. He is also a car enthusiast and enjoys working on whatever Becca lets him keep in the garage. On warm weekends, you’ll find Wes working on his golf swing or boating on the lake.