In this conversation, Carly Carlson, a CPA specializing in dental practices, shares her insights on the unique financial needs of dentists. She discusses the importance of having a dental-specific CPA for proactive financial planning, tax strategies, and navigating the complexities of practice ownership. Carly emphasizes the value of holistic financial management, the significance of early engagement with a CPA, and offers advice for new dentists on managing student loans and building wealth. The discussion also touches on the importance of technology in accounting and the potential risks of fraud in dental practices. Carly Carlson, CPA is the founding and managing member of Fiat Tax, PLLC (Formerly WE Team LLC).  She has more than a decade of experience in public accounting advising businesses and individuals on tax, accounting, and management matters.

Carly’s website:https://www.fiattax.com/

Engage with the podcast on Instagram:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/dentaldownloadpodcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Dr. Haley's Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/dr.haley.dds⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 

Keywords: dental accounting, CPA for dentists, financial planning, practice ownership, tax strategy, dental practice management, wealth management, student loans, business advice, healthcare finance