Equipping dental professionals with financial literacy understand key components of their tax return, leading to more informed conversations with their CPAs and making smarter year-round financial decisions.

Course Objectives

• Tax Bracket Management

• Understanding capital gains/deductions/returns and what they mean for your financial picture

• Walking away from this with a framework that allows you to ask you CPA the right question

Steven Kuza

With over 15 years of experience in the financial planning industry, Steven Kuza is a Certified Financial Planner (CFP) dedicated to helping dentists and business owners achieve their financial goals. Specializing almost exclusively in this niche, Steven has developed a deep understanding of the unique challenges and opportunities faced by these professionals. Kuza Wealth is passionate about the firm's mission to provide clients with financial clarity, empowering them to be bold and make great decisions in both their personal and professional lives.

Outside of work, Steven cherishes time spent with family. Married to the beautiful Sarah, they are proud parents of three wonderful children.