Dentistry Unmasked: Accountants vs. financial planners

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

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. https://www.aprio.com/people/trenton-watrous/
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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. https://www.aprio.com/people/caroline-galbraith/

About the Author

Pamela Maragliano, DMD

Pamela Maragliano, DMD, is the chief editor of Dental Economics. Based in Salem, Massachusetts, Dr. Maragliano began her clinical career as a dental hygienist. She went on to attend Tufts University School of Dental Medicine, where she earned her doctorate in dental medicine. She then attended the University of California, Los Angeles, School of Dental Medicine, where she became board-certified in prosthodontics. Dr. Maragliano owns a private practice, Salem Dental Arts, and lectures on a variety of clinical topics. You may contact her at [email protected].

Email

David R. Rice, DDS

Chief editor

Founder of the nation’s largest student and new-dentist community, igniteDDS, David R. Rice, DDS, travels the world speaking, writing, and connecting today’s top young dentists with tomorrow’s most successful dental practices. He is the editorial director of DentistryIQ and leads a team-centered restorative and implant practice in East Amherst, New York. With 27 years of practice in the books, Dr. Rice is trained at the Pankey Institute, the Dawson Academy, Spear Education, and most prolifically at the school of hard knocks. Contact him at [email protected].

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