Wealth Extractions: Tax-wise personal investing strategy, part 2

Sept. 29, 2011
Another in the "Wealth Extraction" series from J. Haden Werhan, CPA/PFS
By J. Haden Werhan, CPA/PFS
In his latest edition of "Wealth Extractions," J. Haden Werhan, CPA/PFS, says that if you ever hope to reach your intended financial destination, it's best to base your decisions on your desired goals.To read the second part of this two-part series, please click here.To read the first part of this two-part series, please click here.Editor's Note: To read more from the "Wealth Extractions" series, please click here.J. Haden Werhan, CPA/PFS, is a partner at Capital Performance Advisors and Thomas, Wirig, Doll & Co., CPAs. He regularly lectures and provides seminars to the dental community that he has been serving his entire career. By supporting dentists in their tax and accounting strategies, practice transitions and, ultimately, their lifelong wealth planning, Mr. Werhan and his partners assist dentists in achieving financial freedom. More information about his firms’ services can be found at www.cpas4docs.com. Mr.Werhan can be reached at [email protected].