FREE Member Lunch and Learn

TOPIC: Maximizing Tax Savings for Dental Practices: Last-Minute Strategies & Hidden Opportunities

Join us for an insightful session featuring Samy Basta, CPA, and Bardia Hariri, MBA, PhD, as they share essential tax-saving strategies tailored for dental practices. This lecture will equip dental professionals with actionable insights to minimize tax liabilities, maximize savings, and optimize their financial structure before tax season.

Speakers: Samy Basta, CPA, Bardia Hariri, MBA, PhD

Samy Basta is the founder of Basta & Company, a San Francisco-based CPA firm dedicated to helping small businesses achieve their financial goals. With over 20 years of experience, he specializes in business tax structures, entity selection, and advanced tax planning strategies. Samy is particularly skilled in helping companies leverage R&D tax credits and qualify for real estate professional status.

While his firm primarily serves real estate and tech businesses, Samy also has a deep understanding of tax laws affecting healthcare businesses, including dental practices. His expertise in strategic tax planning ensures that his clients reduce tax burdens and improve their bottom line.

Bardia Hariri is a distinguished Financial Services Professional with extensive experience in working with CPAs to integrate financial services into their existing tax accounting practices. By leveraging tax deferral strategies, he helps CPAs enhance their client offerings, create long-term financial planning solutions, and maximize tax efficiency for their clients.

With a background in economics, financial planning, and tax-efficient investment strategies, Bardia works closely with CPAs to ensure their clients benefit from comprehensive financial