Williams Group Webinars

Update on Trump's Tax & Tariff Plans 

with Brad Rourke, CPA, ABV

Are you fully prepared for the latest proposed tax and tariff changes under the Trump administration?

Join Brad Rourke, CPA, ABV, and President & CEO, on February 21 at 2:15 PM CST, in a must-attend webinar where he'll delve into Trump's specific tax and tariff policies affecting optometrists. Brad will discuss the direct impacts on optometrists and offer expert strategies for maximizing your tax benefits and minimizing liabilities.

Reserve your spot today!

When & How to Exit Practice Ownership? 

with Bill Nolan

Thinking about retiring or transitioning out of practice ownership? Watch our webinar replay to learn how to exit your optometry practice the right way—on your terms. In this session, our experts cover: How to determine the right time to transition, strategies for maximizing your practice’s value, the pros and cons of selling to private equity vs. a peer, and common mistakes that can cost you thousands. Whether your exit is months or years away, having a clear strategy is essential to securing your financial future.

Why Buy/Invest in an Optometry Practice? 

with Brad Rourke, CPA, ABV

Are you considering buying an optometry practice? In this webinar replay, we dive into why purchasing an optometry practice could be the smartest investment for your career and financial future. Whether you're an associate OD, a commercial OD, or exploring your next career move, this session is packed with actionable insights and expert advice. What You’ll Learn: The financial and professional benefits of owning a practice. How to evaluate the value of a practice before purchasing. The role of emerging technologies like AI in shaping optometry. Why practice ownership enhances your connection to the community.

Learn the Essentials of Buying an Optometry Practice 

with Brad Rourke

Are you ready to take the next step in your optometry career? In this webinar replay, Brad Rourke, CPA, ABV, shares expert insights to help optometrists navigate the process of buying an optometry practice successfully. Whether you're considering your first practice purchase or expanding your portfolio, this video is packed with actionable advice to guide you through every step. Learn how to evaluate the true value of an optometry practice, the essential due diligence tips to avoid costly mistakes, and strategies for securing financing and structuring the deal. Brad also discusses transition planning for a smooth ownership handoff and the financial and career benefits of owning an optometry practice.

Reduce Your Taxes: Essential Strategies for Optometrists 

with Brad Rourke

Dive into the world of tax optimization tailored specifically for optometrists in this detailed webinar. Join Brad Rourke, CPA, ABV, and President of Williams Group, as he shares his extensive expertise in optometry-specific financial strategies.  In this session, Brad covers essential tax reduction tactics and their potential impacts: Income Splitting: Discover how to maximize your earnings with smart income distribution techniques. Augusta Rule: Learn how to leverage your residence for business expense deductions effectively. Tax Loss Harvesting: Understand how to turn your financial losses into advantageous tax breaks. Bonus - Political Party Tax Plans: Gain insight into how current and proposed tax legislation could affect your finances. Brad breaks down the implications of different political party tax plans, helping you plan strategically for future changes.

Optomizing Scheduling Roles in an Optometry Practice

with Robin Elliott

The final session of our 6-part webinar series delves deep into the roles and responsibilities crucial for scheduling appointments within optometry practices. What You'll Learn: Efficient Role Distribution: Understand who should handle scheduling tasks to optimize your practice's efficiency. Effective Communication: Learn the importance of clear communication channels among your staff. Skill Utilization: Discover how to best use the skills of each team member for effective scheduling. Equip your practice with the essential knowledge to assign scheduling roles effectively, boosting your operational success and enhancing patient service. Don't miss out on the insights that can transform the way your practice handles appointments.