Since joining Thomas Doll in 2005, Dave Harlow, CPA has assisted clients with their accounting and wealth management needs. Dave holds a master’s degree in accountancy with an emphasis in tax from Brigham Young University and is a Registered Investment Advisor Representative. Right out of school, Dave began working for Deloitte & Touche, San Francisco, followed by some time in his dad’s CPA practice in his hometown of Hollister, California. He enjoys spending time with his family, playing the guitar, singing and playing golf. Dave is registered with Thomas Doll, an Earned Wealth Company.
​Bill Martin, CFA is Earned Wealth's Chief Wealth Officer, specializing in tax smart investing, private investments, and tax planning for doctors. He authored The Smart Financial Advisor and has been a guest contributor on The White Coat Investor, The Prudent Plastic Surgeon, Medical Economics, The Art of Medicine podcast, and WealthTech on Deck podcast. Bill has served on a number of industry advisory councils, including JP Morgan, Fidelity, American Bankers Association, and iCapital.
Wednesday, September 18, 2024
7:00pm - 8:00pm PST

The Stages of a Plastic Surgery Practice
Join Bill Martin of Earned Wealth and Dave Harlow of Thomas Doll, as they discuss how to make the most of a practice sale. Discover strategies to reduce your taxes and optimize your personal wealth. Gain insights through an in-depth case study.

CACS Member Only Webinars


​Myhanh Hoskin, CFP®, AAMS®, CWS®
Myhanh brings 30+ years' experience building wealth with clients to Earned. She uses Earned's proprietary diagnostic to develop financial plans tuned to clients specific goals and 7 key building blocks of wealth. She has a deep understanding of the unique financial challenges and opportunities doctors face.
Contact:
[email protected]
(858) 876-6339​​