Private Practice Business Basics and Financial Education for Therapists

10:00 AM

Private Practice Business Basics

Jennie Schottmiller, LMFT, CPA

No CE credit

• Practice Business Basics (we will cover basics of accounting, tax deductions and estimating taxes)
• Know what to expect when hiring or managing a group practice (will cover how to hire, how to determine pay, aspects of paying workers, but this excludes solo owners for the most part)
• Be prepared for estimated taxes for the year (will cover all aspects of estimated taxes)
• Taxes, Deductions & Retirement (will cover bookkeeping, accounting and retirement)
  
  

About the Presenter

Jennie Schottmiller, CPA, LMFT, is the founder of Simple Profit, where she helps health and wellness professionals understand accounting, taxes, and financial management in plain language. Drawing on her unique experience as both a CPA and family therapist, Jennie brings a practical and approachable perspective to the business side of private practice. Her goal is to help business owners understand their numbers, make informed decisions, and build financially sustainable businesses, simpleprofit.com. 

11:00 AM

Financial Education for Therapists

Susan Vidalon-Suzuki

Financial Consultant |Series 7, Series 66, & CA Insurance License #0M71892
Certified Retirement Education Specialist

No CE credit

This session will cover basics of Financial Planning when owning a private practice. Learn how to best structure your business and navigate investment strategies for both your practice and personal goals.

Topics include:

• Cashflow management, savings, & investing basics
• Business structures (sole proprietor vs. LLC vs. non-profit)
• Retirement savings options (SEP IRA, solo 401k)
• Employee benefits (retirement & health)
  
  

The views expressed in this presentation are those of the speaker and not, necessarily, of SCV-CAMFT. SCV-CAMFT can not be held liable for any damages arising from recommendations or advice given by our speakers or any actions or decisions arising out of the content of this presentation. Presentations at SCV-CAMFT events do not constitute an endorsement of the vendor or speaker's views, products or services.

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