Unlock the secrets to financial success tailored specifically for dentists. "Financial Mastery for Dentists." In this dynamic program, we delve into five powerful strategies and hacks designed to elevate your financial well-being.

From tax-efficient income management to crafting a tax-advantaged retirement plan, this course is curated to empower dentists with actionable insights for navigating the unique financial landscape of their profession.

Don't miss the opportunity to gain mastery over your finances and secure a prosperous future. Enroll now and revolutionize your approach to financial planning!

Course Objectives

• Master Tax-Efficient Income Management: Learn innovative strategies to strategically allocate income, minimizing tax liabilities for both personal and practice finances.

  • Craft a Tax-Advantaged Retirement Plan: Develop a comprehensive retirement plan specifically tailored to dentists, maximizing contributions and tax advantages. Uncover the secrets behind a successful retirement, integrating tax-savvy investment strategies and ensuring financial security.

  • Implement Financial Hacks for Practice Growth Navigate the financial landscape of practice expansion with proven hacks that not only fuel growth but also leverage tax benefits. - Gain insights into strategic financial decisions, cash flow management, and funding options for a thriving dental practice.

  • Optimize Investments with Financial Hacks: Align your investment decisions with financial goals using specialized strategies that factor in tax efficiency. - Explore lesser-known investment hacks such as tax-loss harvesting, diversification techniques, and tax-smart fund choices.

  • Incorporate Smart Estate and Succession Planning Tactics: Delve into tax-savvy estate planning, ensuring a smooth transition for your dental practice while minimizing tax impact. - Learn sophisticated succession planning strategies to secure your practice's legacy and protect your heirs.

Steven Kuza CFP® CLU® ChFC® RICP®

Steven joined the finance industry in 2009. He has built his financial planning firm over the past 15 years with passion and great help.

He learned this work ethic from his parents at a young age. A son to immigrant parents from Iraq, the Chaldean culture – a small catholic culture from norther Iraq.

Steven graduated in 2009 in Finance from Wayne State University in Detroit.

He continues to work towards his education to be able to better assist his clients. He earned his CFP® in 2015 and continues to build on it,

Steven is Married to Sarah, and has 3 children…

Tomas, Sonjia, Marcus and a cat.

Steven has a mission to give people the opportunity to plan, no matter what scenario they are in and to be there for them when it matters.

His team is continuing to grow and now is officially Kuza Wealth Management.

The Mission of Kuza Wealth Management to help people live the life they were meant to live with intentionality and purpose.