Returning guest Travis Slade, CPA and President of Uluru Advisors, joins the podcast to discuss tax planning and wealth-building strategies for dental practice owners. He shares insights on maximizing tax savings, evaluating new savings options for children, and creating long-term financial opportunities through practice ownership. Episode 362 is available for download now on all of the top podcast platforms, or listen now by clicking the player above!
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Episode highlights:
Tax accountant vs. tax attorney: understanding the differences
Common tax-saving opportunities dentists often miss
Basic versus advanced tax planning strategies
Understanding Trump Accounts, Roth IRAs, 529 plans, and UGMA/UTMA investment accounts for children
Smart ways to build wealth for children through early investing and practice ownership
Meet this week’s guest:
Travis Slade is a dedicated CPA with over a decade of experience helping dental professionals navigate the complex financial challenges of owning and operating a dental practice. His focus is on tax preparation and cash management for practice owners. His journey into the world of dental accounting began with firsthand exposure, spending a year working alongside his brother in a dental practice. Immersed in the day-to-day struggles of hiring staff, managing patient satisfaction, and tackling financial decisions, Travis saw the unique demands dentists face. This experience ignited his passion for supporting dental professionals.
Now the founder of Uluru Advisors, Travis is on a mission to provide dentists with the tools, insights, and confidence needed to make sound financial decisions. He is committed to making a meaningful impact on the dental community by delivering tailored support and helping dentists maximize their professional potential.
Our self-study courses offer the opportunity to earn continuing education credit by listening to specific episodes of our podcast, and then taking an online quiz for certification.
Dr. Grace Yum has quietly become one of the highest-profile pediatric dentists in Chicago and beyond.
She is in a small pool of less than 5% of all dentists who become certified in pediatrics. She also founded and built Yummy Dental and Orthodontics for Kids into a leader in its category. In this Podcast, Dr. Yum shares pearls of wisdom based on her experience that are designed to help moms be successful in their medical careers and in their lives more broadly. She interviews a rotating cast of experts who give invaluable advice from a variety of perspectives: fashion stylists, lawyers, CEOs, nutritionists, skincare experts, parenting experts and more. Along the way, Dr. Yum shares the secrets to her success in balancing motherhood and her growing business interests in dental, real estate and beyond.
