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THE MDTAXES NETWORK
A wealth of tax and financial information for healthcare professionals

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Speakers Bureau

Our Partners are often asked to speak at conferences, trade associations, universities, corporate meetings and civic organizations functions.  To help you plan for your next event or meeting, we've created our own Speakers Bureau of informative talks. 

Andrew and Richard Schwartz both have many years of experience presenting to thousands of attendees at such conferences as Yankee Dental Congress, our Annual Healthcare Symposium, Boston-area universities, and local chapters of medical and dental associations.  They enjoy sharing their knowledge and expertise on various topics in effective and engaging ways. 

All Schwartz & Schwartz presentations can be customized for audiences with a specific interest or provider type, such as dentists, doctors, or psychologists.   

If you'd like to book one of our Speakers for your next event, please complete this form or contact Julianne Beauregard at 800.471.0045.  

Click here to view:

•  BIOS   

• Sample of Reviews

• Presentations - Tax Topics   

• Presentations - Practice Management Topics 

• Submit Speaker Request Form to book a Speaker for your event

Bios:

Andrew D. Schwartz, CPA, received his B.S. in Accounting and Finance from the Wharton School at the University of Pennsylvania. Prior to forming Schwartz & Schwartz, P.C. in 1993, he worked at KPMG Peat Marwick, LLP.  Andrew is the author of many tax and financial articles on a variety of issues that impact healthcare professionals.  He is frequently quoted as a tax advisor on current topics in national publications, such as the Washington Post and Wall Street Journal.   Andrew is also the founder of The MDTAXES Network,  a national association of CPAs that specialize in the healthcare profession.

Richard S Schwartz, CPA, CVA, received a B.A. in Economics from Brandeis University in 1985 and an M.S. in Accounting from the Graduate School of Professional Accounting at Northeastern University in 1990.  Prior to joining his brother at Schwartz and Schwartz,  P.C. in 1993, he worked for the international accounting firm PricewaterhouseCoopers, LLP, in their Emerging Business Services Group.  Since joining Schwartz and Schwartz, P.C. he has worked with individuals providing tax expertise as well as small business owners providing both tax and accounting guidance to help their businesses grow.  In 2006, Rick earned the designation of Certified Valuation Analyst from the National Association of Certified Valuation Analysts (NACVA), which he uses to assist healthcare professionals in their evaluation of whether to purchase a practice.

Sample Reviews:

The presentation was a hit and everyone had rave reviews!  Thank you for your time and a wonderful presentation. – Sam, DDS, MS

Your discussion was evaluated by those in attendance as “excellent”. The evaluation comments on your presentation include "very informative", "helpful", and "well received". – Tufts University/Hallmark Health, Family Practice Residency Conference

I heard lots of positive feedback about your presentation at our staff meeting!  Thanks again! - Harborside Counseling Services

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Presentations Available include:

Tax Topics, include:

Tax Tips for Young Physicians - Moonlighting & Deducting Professional Expenses

Do you moonlight as a way to supplement your salary, pay down your student loans, or build up a little nest egg?  Whatever the reason, when you moonlight, how you're compensated determines how you will be taxed.  While earning the extra income is great, many young doctors are surprised by the taxes they end up paying on their moonlighting income. In this presentation, we'll discuss ways for moonlighters to minimize the tax bill on their extra income. 

Tax Tips for Mental Health Practitioners in Private Practice 

Going into private practice definitely complicates your taxes.  The days of filing the 1040-EZ end the day you hang your shingle.  And while you are highly trained in your specialty, most Masters and Ph.D. programs offer no guidance on running your private practice. In this presentation, we'll review the various tax issues affecting you once you open your private practice, and discuss strategies to manage and minimize the taxes owed on this income.  

Give Me a Break: Tax Saving Opportunities for Self-employed Physicians and Dentists

Are you self-employed or a partner in a small professional practice?  If so, you're probably very familiar with all the different challenges of running a practice.  Ultimately, you're responsible for attracting and retaining patients, providing them with quality care, getting paid for your work, and then paying your employees and vendors - all before ever drawing a dime for yourself.  Then, from the remaining profits, the government wants their "fair share" of your success.  Fortunately, with some planning, you can take steps to minimize the taxes you end up paying.   In this presentation, we'll discuss five strategies that self-employed individuals and owners of medical or dental practices can use to cut their tax bill. 

A Tax Dollar Saved Is a Dollar Earned

Ben Franklin was a man ahead of his time.  Even though he died more than 100 years before the current income tax code was put into place, one could argue that he gave some pretty good tax advice when he coined the phrase, "A penny saved is a penny earned."   Any time you take advantage of a tax savings opportunity, less of your hard-earned money goes to taxes and, therefore, more ends up in your pocket.  In this presentation, we'll follow another piece of Ben's advice, "An investment in knowledge pays the best interest," and review a variety of the tax breaks available to you these days.

Practice Management Topics, include:

Making the Right Read: Understanding your company’s financial statements

Overwhelmed by monthly, quarterly and annual numbers?  Do you find yourself asking “what does this all mean?”  In this presentation, we will teach you not only how to read a financial statement, but how to interpret the information so it has practical value in managing your practice.  You will leave knowing the key elements of your financial statement and how they reflect your practice’s success.

Making the Right Choice: The First Step to Successful Practice Ownership

Start your practice ownership off on the right track.  In this presentation, you will learn about the choices of business entities and the pros and cons of each.  You’ll leave with practical tools to help you assess if you should become a corporation, partnership, or limited partnership.  We will discuss the factors you must consider when selecting your choice of business entity and how each impacts both personal and business taxes.

Making the Right Purchase or Sale: How to Value A Practice 

Transitioning a practice doesn’t have to be a daunting experience.  In this presentation, you will learn from a Certified Valuation Analyst what to look for when evaluating a practice.  We will fully discuss Due Diligence guidelines relating to the purchase or sale of a dental practice.  You will leave with an understanding of the process of valuation, factors that impact the “bottom line” and key items that should influence your negotiations. 

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