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  1. 1. TAX & FINANCIAL PLANNING John K. McGill, CPA, JD, MBA Most doctors have neither the time nor the GET ON financial training to effectively address financial issues such as maximizing tax savings, funding TARGET children’s education expenses, evaluating appro- TO priate insurance coverages, determining proper debt reduction and saving strategies, planning for REACH retirement, determining appropriate investments, YOUR maximizing asset protection and proper estate GOALS! planning. ! Maximize income and death tax savings As a result, most doctors lose thousands ! Improve practice profitability (including proper fee of dollars each year, and hundreds of thousands structuring, marketing strategies and overhead control) of dollars over the course of their career due to ! Maximize tax-deductible retirement savings lack of knowledge in these key areas. By focusing ! Establish proper investment strategies to improve our services exclusively on the needs of the dental returns profession, we bring a level of practice expertise ! Fund children's educational expenses on a and customization-to-need you cannot obtain tax-deductible basis elsewhere. ! Implement proper insurance coverages ! Establish a plan to reduce/eliminate debt Gain peace of mind and reduce stress by ! Establish asset protection strategies meeting your financial goals through a well-de- ! Create automatic savings program signed, practical and customized game plan for- ! Execute proper estate planning strategies mulated especially for you by John K. McGill, CPA, JD, MBA to ensure financial security in 10 "Your advice has saved me thousands of dollars in federal and state years or less on average. income taxes each year. Also, knowing that we have a savings program set up to assure financial security at retirement has given WHAT SETS US APART me great peace of mind." Dr. Scott Erikson Mr. McGill has over 26 years experience working exclusively with the dental profession. Moreover, his fee-for-service advice is completely UNCONDITIONAL unbiased since he sells no insurance or other MONEY-BACK GUARANTEE products. Additionally, the tax-deductible fee We guarantee a positive return on your investment! includes his consulting services for one full We are so sure that you will be completely satisfied with year, in order to maximize implementation of this service, that we will refund your fee if we cannot save strategies, and is backed by an unconditional you more than your cost for this program - no questions money-back guarantee. asked. John K. McGill & Co., Inc. (Member of The McGill & Hill Group, LLC) LakeView Professional Bldg. / 8816 Red Oak Blvd., Suite 240 / Charlotte, NC / 28217 / 704-424-9780 / Fax 704-424-9786 /
  2. 2. ACHIEVING FINANCIAL INDEPENDENCE The tax-deductible fee for this personalized consultation with John K. McGill is $7,100 (valid through 12-31-07) and is backed by our unconditional, money-back guarantee. WHAT YOU RECEIVE ABOUT YOUR ADVISOR This program includes an initial one-hour John K. McGill, CPA, JD, MBA is a nationally conference call with Mr. McGill, half-day personal prominent tax attorney and CPA who has specialized consultation in Charlotte, comprehensive report, in dealing exclusively with the dental profession for and one full year of consulting services for you, your over 26 years. He is Chief Editor of The McGill spouse, and other advisors to contact Mr. McGill Advisory newsletter, Tax Q&A Editor for Dental with any questions regarding implementation of his Economics magazine, principal of The McGill & Hill recommendations. Group, LLC and partner in the law firm of McGill and Hassan, PA in Charlotte, North Carolina. "Your guidance in implementing our financial game plan has made a huge difference in our lives. I look forward to He graduated with honors from Erskine College continuing to work with you in the future and want you and holds both a Master of Business Administration and to know that I recommend your services without hestitation law degree from the Univer- to my colleagues." Dr. Steve Hannon sity of North Carolina at Chapel Hill. He formerly worked with the Office of ANNUAL FOLLOW UP Chief Counsel, the legal branch of the Internal Rev- In order to assure that you stay on track to enue Service, in Washington, reach your financial goals, we offer an annual tax and DC. He is a member of the financial planning update to review and accelerate American Bar Assocation your progress. and the American Institue of Should you elect an annual comprehensive Certified Public Accountants. review, we will update your tax and financial plan Through his notable education and unique ex- to take into account changes in tax laws, changes in perience with thousands of doctors, he has developed personal and family goals, changes in your practice, comprehensive financial game plans for over 675 as well as economic changes impacting your investments doctors who have achieved financial independence in and debt structure. Update fee varies depending on less than 10 years, on average. your individual needs. "Thank you for your valuable assistance over the past seven years. Through your help, I have been able to achieve financial success and reach my goals much earlier than I had planned." Dr. John Pruitt
  3. 3. GETTING STARTED To begin, simply complete the Personal Financial Statement and Employee Census forms and return them along with the additional information listed below and a check representing one-half ($3,550) the total fee. The balance of the fee is due upon presentation of your final written report. INFORMATION REQUIRED ! Current Personal Financial Statement, including details on all practice and personal debt (provided) ! Employee Census (provided) ! Most current practice profit & loss statement ! Last three years personal income tax returns (federal and state) ! Last three years practice income tax returns (federal and state) ! Current year (year-to-date) procedure totals listed by ADA code & fee schedule ! Copy of summary plan description for retirement plan(s) ! Copy of latest investment statement(s) ! Copy of last valuation report for retirement plan(s) ! Copies of wills, trusts, powers of attorney, living wills, and other estate planning documents ! Copies of declaration page of life, disability, business overhead, malpractice and personal umbrella policies showing type of coverage, insured, amount of coverage and premium INITIAL CONFERENCE CALL Once we receive your information, we will contact you to schedule an initial one-hour conference call as well as your half-day consultation in Charlotte with Mr. McGill, you and your spouse. This initial call is designed to set goals for accomplishment, gain further clarification/understanding of the information you have submitted, and provide preliminary recommendations. PRESENTATION OF RECOMMENDATIONS During your in-office consultation in Charlotte, Mr. McGill will present his comprehensive recom- mendations regarding tax-saving strategies, investments, retirement planning, educational funding, asset protection, practice profitability, debt reduction/savings and estate planning to you and your spouse. With his guidance, you will agree on a plan of action to ensure your financial security. COMPREHENSIVE REPORT Following your visit to our office, Mr. McGill will prepare and mail to you a comprehensive report outlining recommended strategies along with financial projections and an implementation checklist. FULL-YEAR UNLIMITED CONSULTATION To help implement the plan of action, Mr. McGill will provide consulting assistance as needed for a full year following the date of your in-office consultation. This includes coordination with anyone working on your behalf (CPA, consultant, etc.) in order to implement his recommendations. You will also receive a one-year complimentary subscription (12 monthly issues) to The McGill Adsivory newsletter.
  4. 4. References for Tax and Financial Planning Dr. Angie Rhodes, General Dentistry, 685A NC Hwy 33E, Chocowinity, NC 27817; 252-974-2300 Dr. Bobbi Stanley, General Dentistry, 964 High House Rd., Cary, NC 27513; 919-460-9665 Dr. Alex Alexander, General Dentistry, 480 W. Webb Ave., Burlington, NC 27217; 910-228-7576 Dr. Atul Patel, General Dentistry, 27206 Calaroga Ave., #216, Hayward, CA 94545; 510-782-7821 Dr. Manion Coffman, General Dentistry, 105 Hine Street South, Athens, AL 35611; 256-232-8214 Dr. Chappell Riise, General Dentistry, 3701 Hulen Street Ste. C, Ft. Worth, TX 76107; 817-737-8181 Dr. John Pruitt, General Dentistry, 1410 PlazaWest Rd., Winston-Salem, NC 27103; 336-765-1881 Dr. Bill Stewart, General Dentistry, 1372 Drayton Rd., Spartanburg, SC 29302; 864-583-0793 Dr. Art Molzan, General Dentistry, 819 Delprado Blvd., Cape Coral, FL 33990; 941-772-3700 Dr. Joel Benk, General Dentistry, 620 Peachtree Street, Suite 204, Atlanta, GA 30308; 404-872-7755 Dr. John Sheaffer, General Dentistry, 507 W. Broad Street, New Holland, PA 17557; 717-354-4081 Dr. Keith Cox, Oral Surgery, 1325 Drayton Road, Spartanburg, SC 29307; 864-591-3500 Dr. John Beninato, Oral Surgery, 21 John Maddox Drive, Rome, GA 30165; 706-234-0718 Dr. Ned McFarland, Orthodontist, 4050 Washington Rd., McMurray, PA 15317; 724-941-2420 Dr. Candide Petrol, Ortho, 28260 Sycamore Mesa Rd., Temecula, CA 92590; 909-698-8200 Dr. Oles Drobocky, Ortho, 727 US 31-W Bypass #113, Bowling Green, KY 42101; 270-843-8556 Dr. Steve Hannon, Ortho, 561 Cox Rd., Gastonia, NC 28054; 704-865-8521 Dr. Jeremy Orchin, Ortho, 5301 Wisconsin Ave. NW, Ste. 200, Washington, DC 20015; 202-686-5100 Dr. Steve Garrett, Ortho, 1841 Plaza Drive, Winchester, VA 22601; 540-667-5446 Dr. Ken Shimizu, Ortho, 877 W. Freemont Ave., #D-1, Sunnyvale, CA 94087; 408-738-1314 Dr. Bob Julius, Ortho, 5665 Monclova Road, Maumee, OH 43537; 419-893-3376 Dr. George Sargiss, Ortho, 800 Tennant Rd., Manalappan, NJ 07726; 732-536-4422 Dr. James Kearns, Pediatric, 4836 E. Trindle Road, Mechanicsburg, PA 17050; 717-737-5834 Dr. Rafael Cordero, Perio, 3365 Burns Rd., Suite 201, Palm Beach Gardens, FL 33410; 561-622-5158 Dr. Scott Erikson, Perio, 303 Gatewood Ave., High Point, NC 27262; 336-889-5939 Dr. Mike Nimmich, Endo, 2575 Lindo Court, Suite A, Sumter, SC 29150; 803-905-4433 Testimonials "The advice that you have given me has been invaluable, and kept me on the path to reaching my finan- cial goals much earlier than I had even hoped for. The decreased workload has given me more time to travel and spend with my family and has definitely improved my quality of life. Knowing that I have financial security has given me great peace of mind, and I thank you again for everything you have done for me. I look forward to continuing to work with you in the future." Dr. Manion Coffman "I want to thank you so much for all you have done for us personally and professionally over the last 10 years. The validation for your tax and financial planning and our following your recommendations was confirmed when our son joined the practice in July. Your most recent planning and recommendations involved bringing him into the practice. It has been an easy transition, and now that he's with me, I have a renewed interest in our practice and will continue because I want to, not because I have to." Dr. Jerry Orchin