Dentistry Unmasked: Accountants vs. financial planners

Aug. 2, 2023
How do you know who to listen to when your accountant and financial planner make recommendations that oppose each other? Caroline Galbraith and Trent Watrous join us and share whose advice matters most.

You’re working hard as a dentist. You’re trying to build your practice and personal futures. Why can’t your money team... get on your team? How do you know who to listen to when your accountant and financial planner make recommendations that oppose each other? Caroline Galbraith and Trent Watrous join us and share whose advice matters most. Do not miss this episode!

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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/

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/