P803
The High Cost of Poor Planning

Friday, October 11, 2013
8:00 AM-11:00 AM
Location

W230C (Orange County Convention Center)

Ticketed This is a Practice Management Day Pass Session.
Handouts
  • P803-High Cost of Poor Planning 2013.pdf (311.2 kB)
    • Speakers:

    John S. Bauer MBA, CPA, CVA
    Strongsville, OH, USA


    Robert G. Haney BBA
    Strongsville, OH, USA


    CDE/CME Offered: CDE Only
    Synopsis

    OMS practices are complex organizations dealing with practice values, retirement plans, several types of business and personal insurances, and real estate. The presenters will discuss several real-life examples of poor financial planning, how they have affected several OMS practices and how to avoid making the same mistakes.

    Learning Objectives
    1. Distinguish possible financial problems that could affect their practice and personal life; and
    2. Provide a comprehensive review of the financial aspects of a practice and the interrelated issues.

    Audio File Recorded Presentation
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