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Planning for Success: The Business of Dentistry

We are pleased to announce that we are hosting an educational event for dental business owners on September 27, 2019 at Cape Fear Country Club in Wilmington, NC. There will be a dynamic group presenting on a wide array of topics:

  • Taxes and Planning for Growth presented by Caroline Montgomery, CPA, Partner at Adam Shay CPA, PLLC
  • Wealth Management Planning and Financial Strategies presented by Charlie Cooke, President, CFP at Cooke Capital, Inc.
  • Practical Office and Financials Controls presented by Richard Pasquantonio, CPA/CFF, CFE, CDFA, Director of Dispute Services at Adam Shay CPA, PLLC
  • Legal Issues in Dental Practice Transitions presented by Andy Jones, Managing Attorney at Forrest Firm, P.C.
  • Risk Management and Dental HR Practices presented by Stefani Butschle, Vice President, HR and In-House Legal at SIA Group, Inc.
  • Employee Practice Liability Insurance presented by Anna Crutchfield, Risk Advisor at SIA Group, Inc.

If you would like more information or would like to attend please contact Kayli Hawks at Adam Shay CPA, PLLC at 910-256-3456 or

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