Dentistry Unmasked: Accountants vs. financial planners

Aug. 1, 2023
In this episode of Dentistry Unmasked, we chat with wealth advisor Caroline Galbraith and CPA Trent Watrous on financial planning vs. accounting.

Dental practice owners rely on the advice of accountants and financial planners to make sure the business side of their practice is in order. But what happens when these trusted advisors give conflicting advice? Better yet, why is this often the case, and how should dentists proceed?

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Trent Watrous, CPA, CVA, CFE, CEPA is one of the leaders of Aprio’s national Dental practice. Trent is a well-known business advisor and speaker in the industry who has over a decade of experience working with Dental practices. He actively provides dental accounting, practice ownership transition, and advisory services. His experiences as a tax advisor, auditor, forensic accountant and expert witness have prepared him to educate and coach dental clients through the most complex of financial challenges.
Caroline Galbraith, CPWA®, CFP®, Aprio Wealth Management, Wealth Advisor, Director, specializes in the creation, coordination and implementation of sophisticated wealth strategies that include estate planning, wealth transfers, tax management, risk analysis and personalized investment strategies. Caroline’s goal is to provide clients a better wealth management experience. She is a stickler about maintaining good communications, and believes in going the extra mile to make sure clients understand their financial plans and feel confident, informed and reassured that they are on track.