Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school. What You Will Learn: In this series finale of the Progressive Dentist Podcast, host Craig Cody explains why he is ending the series, and he invites listeners to visit the library of past Progressive Dentist Podcast episodes for more great tips and information and to reach out to him with any questions or to set up a strategy session. Additional Resources: FREE COVID Loan Grant Calculator Download Website: www.theprogressivedentist.com Twitter: @CraigC2742 LinkedIn: https://www.linkedin.com/in/craigcodycpa

DOUGLASS LODMELL is Managing Partner of Lodmell & Lodmell, P.C., one of the nation’s leading Asset Protection Law Firms. Originally from Geneva, Switzerland, Douglass stood out at an early age as one of the brightest minds of his generation. His capacity to make the complex simple allowed him to excel during law school, receiving the Jacobs Burns Medal, an award given to the single student with the highest GPA. He completed his Legal Masters (LL.M.) in taxation at the nation’s leading tax program, New York University School of Law. Today, Douglass’ law firm is responsible for protecting over $4 Billion in client assets. Douglass spends much of his time teaching, speaking, and leading thousands of business owners, corporate executives, investors, and other professionals who have often worked most of their lives to accumulate wealth of various types, including real estate and securities. Douglass is also the author of the book The Lawsuit Lottery: The Hijacking of Justice in America. What You Will Learn: Douglass’s journey as an asset protection attorney The asset protection structure Douglass created specifically for dental practitioners The most common asset protection mistakes dentists make and how to avoid them Asset protection vs. insurance, and how to determine what is best for your practice How asset protection ties into tax strategy in the dental industry How to protect your assets by setting up a trust How to contact Douglass Lodmell: Website: https://www.lodmell.com/ LinkedIn: https://www.linkedin.com/in/douglasslodmell https://www.linkedin.com/in/douglasslodmell Facebook: https://www.facebook.com/offshoreassetprotection/ Twitter: @lodmell

Dr. Tarun Agarwal represents a new generation of leadership for the dental profession. As a respected speaker, author, and opinion leader, he is changing the way general dentists practice. He maintains a full-time general practice in Raleigh, NC that has faced its share of ups and downs. Despite being an ‘in-network’ insurance provider, he’s managed to build a successful practice by integrating technology at the highest level. He produces a weekly podcast called ‘TBone Speaks Dentistry’ and regularly holds seminars and workshops at his 3D Dentists training center. Learn more at www.TBoneSpeaks.com. What You Will Learn: How to navigate the challenges of non-linear practice growth The biggest mistakes dental practitioners make in their first ten years of practice What dental practitioners can do to generate passive income and build wealth The greatest lessons Dr. Agarwal has taken away from the pandemic Why you need to add more service lines to your offering How to contact Dr. Tarun Agarwal: Website: www.tbonespeaks.com Twitter: @tbonespeaks

Mark graduated from Arizona State University with a B.S. in marketing in 1979. He started his own marketing company managing 60 employees nationwide. He then positioned with 3M Company for five years in the National Advertising Division and was the recipient of several awards for his sales and marketing performance throughout his tenure with 3M. He was recruited by The Center for Professional Development in 1992. Mark worked with Dr. Michael Schuster and analyzed 300 dental practices in the Northwestern territory of the U.S. Together they helped to position dentists for a private care practice model. Mark is now the co-founder and Director of Practice Growth. Mark founded The Growth Into Greatness Institute, which he co-founded with Deb Castillo in 2000. As CEO, Mark’s primary responsibility is to provide one-on-one coaching and practice development in areas of profitability, financial management and staff development. He also conducts small retreats for students engaged in the development process. Through his commitment to this work, Mark is passionate about helping others achieve their own greatness, and to aspire to levels of growth and excellence they thought were never possible. One of Mark’s favorite verses that has helped and inspired him is in Galatians 6:9: “Don’t grow weary in doing good, for in due season you will reap a harvest if you don’t give up” What You Will Learn: Mark’s journey into dental leadership coaching and development Why your D.D.S degree is really just a passport into higher learning What dentists can do to master the business of dentistry so they can have the greatest impact on their communities Why it is important to surround yourself with other dentists who have already done what you’re trying to do Time-saving tips that Mark teaches to help dentists run their practices more efficiently How to contact Mark Battiato: Website: http://www.greatnessinstitute.com/

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school. What You Will Learn: What is included in the new relief bill passed by Congress and the President What has changed with the PPP in the new bill The documentation and qualifications needed to receive a second-draw PPP loan Key talking points to address with your CPA so you can get the most out of the new bill Possible future developments in PPP funding that you should prepare for Additional Resources: FREE COVID Loan Grant Calculator Download Website: www.theprogressivedentist.com Twitter: @CraigC2742 LinkedIn: https://www.linkedin.com/in/craigcodycpa

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school. What You Will Learn: How to set goals that will drive us to build momentum and get back on track in 2021 Different personal and professional goals you should consider My goal-setting process for the new year Why you should consider hiring a coach or mentor to help with the goal-setting process How to create an actionable plan that will enable you to achieve your goals Additional Resources: FREE COVID Loan Grant Calculator Download Website: www.theprogressivedentist.com Twitter: @CraigC2742 LinkedIn: https://www.linkedin.com/in/craigcodycpa

Dr. Sara Zeidan is currently a practicing general dentist in the Bay Area and the co-founder/CEO of DrHuddle. Along with two talented software engineers, DrHuddle.com became a reality, a HIPAA compliant, online platform that facilitates dental referrals between general dentists and specialists. Through DrHuddle, the mission is to add an important software upgrade into the dental field, as dentists can get rid of paper referrals and searching through emails. What You Will Learn: Dr. Zeidan’s journey into dentistry What led Dr. Zeidan to create DrHuddle How dentists can use Dr. Huddle to improve their practice How the online, digital patient referral system functions Why DrHuddle is mutually beneficial on both sides of the referral What Dr. Zeidan’s team is doing to build the DrHuddle community How to contact Dr. Sara Zeidan: Website: https://www.drhuddle.com/ LinkedIn: https://www.linkedin.com/in/sara-zeidan/ https://www.linkedin.com/company/drhuddle/ Facebook: https://www.facebook.com/drhuddle/ Twitter: @DrHuddleInc

Chris Prefontaine is a 3-time best-selling author of Real Estate on Your Terms, The New Rules of Real Estate Investing, and Moneeka Sawyer’s Real Estate Investing for Women. He’s also the Founder and CEO of SmartRealEstateCoach.com and host of Smart Real Estate Coach Podcast. Chris has been in real estate for almost 30 years. His experience ranges from constructing new homes in the ’90s and owning a Realty Executive Franchise to running his own investments {commercial & residential) and coaching clients throughout North America. Today, Chris runs his own buying and selling businesses with his family team, which purchases 2-5 properties monthly, so they’re in the trenches every single week. They also help their Associates and students do the exact same thing all across North America, working together on another 10-15 properties every month. Having been through several real estate cycles, Chris understands the challenges of this business and helps students navigate the constantly changing real estate waters. What You Will Learn: Chris’s journey in the real estate business What it means to buy and sell on terms The 3 key parts of Chris’s real estate investing strategy A detailed look at lease-purchase, owner financing, and subject to existing financing How to start investing as a busy working professional Different opportunities and services Chris offers through Smart Real Estate Coach The 3 distinct paydays of every deal, and how lucrative the deals can be How to contact Chris Prefontaine: Website: //smartrealestatecoach.com/ Podcast: //smartrealestatecoachpodcast.com/ LinkedIn: //www.linkedin.com/in/chrisprefontaine/ LinkedIn: //www.linkedin.com/company/smart-real-estate-coach/ Facebook: //www.facebook.com/smartrealestatecoach/ Twitter: @smartrecoach

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school. What You Will Learn: What dentists can do to close out the year and prepare for 2021 The importance of meeting with your CPA before year-end Key talking points you should discuss with your CPA Why you should consider fully-funding your 401k before year-end Resources you can use to lower your year-end taxable income Why you should do a tax projection with your CPA Additional Resources: FREE COVID Loan Grant Calculator Download Website: www.theprogressivedentist.com Twitter: @CraigC2742 LinkedIn: //www.linkedin.com/in/craigcodycpa

Eng is CEO & Founder of Touzi Capital (www.touzicapital.com), an investment company focusing on high cash flow assets in Kansas City. He’s the classic immigrant story, born in a refugee camp in Thailand escaping the Khmer Rouge and finding success in data & math in America. A Wharton graduate & economist, former Peace Corps Volunteer, & ex-Apple Data Scientist turned real estate investor with a $65M portfolio finding financial freedom at age 35. Eng also is an advocate for real estate investing tied with tax minimization strategies to build passive cash flow towards financial freedom. To that end, he’s also launching an education platform www.financialfreedomdecoded.com where invited members will get a step by step tutorial on how he found financial freedom and build wealth. What You Will Learn: Eng’s journey into entrepreneurship and investing Why Eng came out of retirement to start investing The advantages W-2 employees have in real estate investing How to leverage tax strategy to get the most out of your real estate investments Why Eng prefers to co-invest in high cash flow assets for his portfolio Understanding recessions in the real estate market What factors you should be looking at when investing in residential real estate How to contact Eng Taing: Website: www.touzicapital.com LinkedIn: //www.linkedin.com/in/eng-taing-28206111/ //www.linkedin.com/company/touzicapital/ Facebook: //www.facebook.com/Touzi-Capital-104613644660969 Twitter: @engtaing