Keynotes · Workshops · Courses
Tax & Finance Courses for Dentists
Practical, US-specific programs that show dentists how to legally cut taxes, run cleaner books and build lasting wealth. Taught by Jay Malik, accountant, tax strategist and CEO of Less Tax for Dentists.
6
Programs
Tax, accounting, retirement, R&D credit and student debt.
1 hr – ½ day
Flexible length
Fits a lunch-and-learn, a study club or a full workshop.
3
Formats
Keynotes, hands-on workshops and multi-part courses.
100%
US-focused
Built on federal tax rules and IRS requirements, plus state credits where relevant.
The programs
Choose a Program for Your Audience
Every program can be delivered as a keynote, workshop or course, and tailored to your audience and time slot.
Practice owners
Dental Tax Savings Strategies
Why most dentists pay more tax than the law requires, what it costs the practice, and the specific, legal strategies to stop overpaying, from entity planning to audit defense.
- 1 hour to a half day
Practice owners & office managers
Dental Office Accounting Simplified
Set up a simple accounting system, read the reports that matter and compare your practice to industry benchmarks, using real statements and hands-on exercises.
- 1 hour to a half day
Dentists at any career stage
Retirement Strategies for Dentists
Build a retirement roadmap, compare 401(k), defined benefit and IRA options, and lower the risk of running out of money. Education first, never a sales pitch.
- 1 hour to a half day
Practice owners
Research Tax Credit for Dentists
Find out whether your practice already qualifies for the federal R&D tax credit, which everyday activities count, and how to document a claim that holds up.
- 1 hour to a half day
Jay's framework
Rich Dentist System℠
A set of financial protocols designed to help dentists grow net worth and reach financial independence sooner. Featured across Jay’s programs.
Who it's for
Built for Meeting Planners and the Dentists in the Room
Jay makes complex tax and financial topics clear, practical and even fun, so attendees leave knowing exactly what to do next.
- State and local dental associations
- Study clubs and society meetings
- Dental schools and residency programs
- Practice owners and their teams
Step-by-step frameworks
Clear actions dentists can apply in their practice the week after the session.
Real-world case studies
Examples drawn from years of accounting and tax work for dental practices.
Take-home materials
Written materials, sample documents and hands-on exercises for every attendee.
Questions
Frequently Asked Questions
How long is each program?
Each program runs from 1 hour to a half day, so it fits a lunch-and-learn, a study club meeting or a full workshop.
Do attendees receive materials?
Yes. Jay provides written materials, and several programs include sample documents and hands-on exercises.
Is the content specific to US tax law?
Yes. Every program is built on US federal tax rules and IRS requirements, with state-level credits covered where they apply.
Is this a sales presentation?
No. The programs are educational and draw on decades of accounting and tax work for dental practices. Attendees leave with strategies they can use with any advisor.
Can you tailor a program to our meeting?
Yes. Every program adapts to your audience and the time you have, from a one-hour session to a half-day workshop. Share your goals and Jay will tailor it to fit.
How do I book Jay for an event?
Schedule a Zoom call using the button below, call 305-563-6000 or email jay@jaymalik.com. You can also download the speaker packet for topics and bio.
Bring Jay to Your Next Meeting
Tell us about your audience and date, and Jay will recommend the right program and format.