Sam is a Wealth Advisor for Buckingham Strategic Wealth and heads the Bellevue office which focuses on comprehensive financial planning and wealth management. In the same office, Sam plays a senior tax and planning role for Dental Accounting Group and leads DG Transitions, a comprehensive seller's transition consultancy.
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 Accounting 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.
Practice, Financial & Tax Strategies for Newer Dentists Part 1
Friday, May 10, 2024
7:30 AM – 9:00 AM
Practice, Financial & Tax Strategies for Newer Dentists Part 2
Friday, May 10, 2024
10:00 AM – 11:30 AM
Advanced Tax, Transition & Income Planning for Before, During & After Practice Transition Part 1
Friday, May 10, 2024
1:30 PM – 3:00 PM
Advanced Tax, Transition & Income Planning for Before, During & After Practice Transition Part 2
Friday, May 10, 2024
3:30 PM – 5:00 PM