Maximizing Tax Savings and Strategic Retirement Planning for Dentists

October 07, 20256:00 PM - 7:00 PM

Sponsored by NorthPoint Tax, Wealth & Business Advisory, LLP - FREE WEBINAR

Speakers:
Tim Higgins, is Managing Partner at NorthPoint, CFP®, CPA/PFS, CGMA, a boutique advisory firm in Orange County, CA, serving high-net-worth individuals, physicians, business owners, and executives. He delivers clear, actionable advice on tax, investment, estate, and business planning—all through a fiduciary, client-first model.

Specializing in high-income professionals and practice owners, Tim helps dentists navigate practice transitions, entity structuring, cash-flow optimization, and tax-efficient investment strategies. His expertise spans cash balance plans, investment/tax strategy, trust design, equity compensation and more.

Known for a data-driven, discovery-first approach, Tim maps out each client’s full financial picture before creating integrated solutions. He is also at the forefront of incorporating AI, automation, and advanced planning tools to improve decision-making and efficiency.

Under his leadership, NorthPoint joined the BDO Alliance, expanding access to top-tier resources and global capabilities. Tim lives in Orange County with his wife and two daughters and enjoys snowboarding, golfing, the outdoors, and playing guitar.

Justin Patellaro, CPA, CFP®, CFA, is a distinguished Wealth Advisor at NorthPoint, dedicated to optimizing the financial health of dental professionals. Applying his deep expertise and working alongside the firm's comprehensive tax and business advisory practices led by Managing Partner Tim Higgins, Justin specializes in seamlessly integrating advanced tax planning with wealth-centric retirement strategies. His unique bundled approach empowers dentists to maximize savings, enhance tax efficiency, and secure their long-term financial future.

As a member of the CalCPA Personal Financial Planning committee, Justin is committed to staying at the forefront of industry best practices. He is passionate about demystifying complex financial concepts, empowering professionals with the knowledge to make sound financial decisions. When he's not in the office, Justin enjoys spending time outdoors, with hobbies that include fishing and hiking. He provides the focused guidance dentists need to navigate their financial journey with confidence, ensuring they benefit from the extensive resources of the entire NorthPoint team.

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