A peer-reviewed journal that offers evidence-based clinical information and continuing education for dentists.


DNY59 / E+
PodcastArt of Dental Finance & Management Podcast

The Importance of Estate Planning for Dental Professionals

By and
0

More than two thirds of Americans do not have a proper estate plan in place. In this episode of The Art of Dental Finance and Management,” Art is joined by attorney Joshua Meier for a conversation about the importance of estate planning — particularly in the dental profession — and the key individuals and documents involved in developing an estate plan. Art and Joshua also discuss common challenges and misconceptions in estate planning and how to address them.

Serving dental professionals for 35 years, Art Wiederman, CPA, is director of dental practices for Eide Bailly, one of the nation’s leading CPA firms. With special expertise in dental practice metrics and benchmarks, he oversees a variety of services, including accounting, tax and financial planning, retirement planning, and financial practice management. In addition to his podcast, Wiederman lectures nationally on dental accounting and financial management. He can be reached at awiederman@eidebailly.com.


Joshua Meier is a California Estate Planning, Asset Protection, and Probate and Trust Administration Attorney. He is also the proud dad of four great kids. Joshua helps families meet their financial, legal, and moral obligations to their loved ones by creating estate, financial, and life plans that ensure their family’s complete protection and well-being. His approach gives families peace of mind and allows them to enjoy their family, grow their business, and achieve their dreams. He also ensures that his clients have access to the best practices and the latest technology, which gives families the best opportunity for success.


You might also like More from author
Leave A Reply

Your email address will not be published.

This site uses Akismet to reduce spam. Learn how your comment data is processed.

- Advertisement -

This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Accept Read More

Privacy & Cookies Policy

SAVE BIG ON CE BEFORE 2025!

Coupon has expired
Get the Details

Promotional Period: 12/14/24 – 12/31/24
Get Special CE Savings!