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Wes Lyon
Drilling It DownEpisodes
Wes Lyon
Drilling It Down
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Episodes of Drilling It Down
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In this episode, Wes and Tyler explore strategies and tips for navigating IRS audits and maximizing tax deductions. They emphasized the benefits of meticulous documentation for business expenses, including utilizing the Augusta Rule and mileage
In this episode, Wes and Tyler debunk myths surrounding permanent life insurance, specifically whole life policies. They tackle misconceptions about using whole life as a retirement investment, the misleading nature of insurance projections, ta
In this episode of Drilling It Down, Wes and Tyler discuss the "Green Book" proposal and its possible tax implications for business owners, estate taxes, and expiring provisions of tax acts. They also explore the net investment income tax, pote
In this episode of Drilling It Down, Wes Lyon and Tyler Ott cover insights on the net investment income tax, signs of overstaffing in dental practices, and common mistakes in divorces.They emphasize the importance of accurate reporting for inve
In this episode of Drilling It Down, Wes Lyon and Liam Fitzgerald discuss long-term care insurance. They delve into the history and evolution of long-term care insurance, highlighting key mistakes made by insurance companies such as underestima
Wes is joined by Liam Fitzgerald on this episode of Drilling It Down: The Investment Corner. The discussion covers retirement plans like SEP IRAs, Simple IRAs, and 401ks, emphasizing the importance of personalized plan design based on individua
In this episode of "Drilling It Down: The Investment Corner," Wes Lyon and co-host Liam Fitzgerald explore the intricacies of investment fees. Liam draws from his experience in financial planning, emphasizing fee transparency and the risks asso
In this episode of Drilling It Down, Wes hosts David Matthews, a sell-side representation expert, as they delve into the intricate world of the Employee Retention Tax Credit. They explore the nuances of claiming this credit, emphasizing the sig
In this episode, Wes and Liam cover updates from the ERC article, the influence of interest rates on practice values, and the hurdles confronted by private equity firms in the dental sector. Additionally, they explore the bipartisan tax code ag
Drilling It Down host, Wes Lyon, is joined by dental practice transitions advisor, Jonathan Martin. Jonathan has nearly 20 years of experience in the transitions space with McGill & Hill Group.On this episode, Wes and Jonathan specifically high
On this episode, Wes and Mario discuss the challenges dental practices face in hiring and retaining hygienists, what to do to avoid estate taxes, and the IRS' crack down on ERC claims.How should you determine your hygienists' pay structure? Mar
In this episode, Wes and Tyler discuss withdrawing an ineligible employee retention credit (ERC) claim, making accurate amendments, and consulting a CPA.They also mention the voluntary disclosure program for those who received fraudulent checks
In this episode of Drilling It Down, Mario and Tyler discuss the Employee Retention Credit (ERC) and provide important updates and warnings regarding its application. They highlight the recent guidance from the IRS and caution listeners about f
In this episode of Drilling It Down, host Wes Lyon welcomes Liam Fitzgerald to discuss a series of articles. They primarily focus on the issue of PPOs (Preferred Provider Organizations) and the impact they have on dental practices. They mention
Have you ever wondered what the financial implications of aligning with a Dental Service Organization (DSO) might be? Understand the inherent risks and rewards as we dive deep into the turbulent world of dental services. We explore the impact o
Dentists are some of the most highly trained and specialized professionals, but nowhere in that training were they taught to own and operate a business. Join hosts Wes Lyon and Jonathan Martin from The McGill & Hill Group each episode as they h
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