Ep #181: Talking Tax, Debt and Succession with Boris Feldman
About this episode
Julie Parker discusses tax, debt, and succession planning with Boris Feldman, emphasizing the importance of strategic financial relationships for dentists.
Most dentists only see their accountant once a year, usually just to get the tax return sorted. Julie sits down with Boris Feldman of BT Corporate Advisory to talk about what happens when that relationship becomes something far more strategic. They cover the difference between deductible and non deductible debt and how getting this wrong can cost tens of thousands of dollars a year, why loyal clients often end up paying more on their loans than new ones, and why succession planning shou...
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