JULY 24-25, 2026
Any Age, Any Stage 2-Day Seminar
Tax, Business, and Financial Strategies for Practice Owners
ARCHER HOTEL
NAPA, CA
Where
Archer Hotel
Napa, CA
When
July 24-25, 2026
Seminar Schedule
FRIDAY SCHEDULE
7:00AM-8:00AM: Check-In & Breakfast
8:00AM-12:00PM: Presentation
5:00PM-7:00PM: Cocktail Reception
SATURDAY SCHEDULE
7:00AM-8:00AM: Check-In & Breakfast
8:00-12:00PM: Presentation
Afternoons free to enjoy wine country!
Discounts & Amenities
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Discounted room rates starting at $539/night (standard rates start at $766/night)
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Waived Resort Fees
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Breakfast & coffee provided Friday and Saturday morning (for registered attendees)
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Cocktail Reception Friday evening (guests welcome!)
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Materials provided for context and note-taking
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Follow up consultation with your presenters (upon request)
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Onsite meetings with speakers (upon request)
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Continuing education provided (up to 8 credits)
Course Details
Tax, Business, and Financial Strategies for Practice Owners
Join the small percentage of dentists who position themselves for financial independence and a successful retirement. This engaging, two day program delivers practical, real world strategies developed from decades of working exclusively with dental practice owners. Led by industry experts, the course covers the critical tax, business, financial, and transition decisions that directly impact long term wealth and practice value. Attendees will gain clarity on how to increase profitability, reduce unnecessary taxes, and build a sustainable financial plan while also understanding how today’s decisions affect future transition options, practice value, and exit flexibility. Whether you are early in ownership or preparing for your next chapter, this course provides the tools to make confident, informed decisions for both your practice and personal finances. By the conclusion of this course, attendees will be able to:
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Identify key tax strategies to lower income taxes and improve cash flow
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Implement profitability and overhead management strategies to increase practice value
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Build an integrated retirement and personal financial plan aligned with practice ownership
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Understand practice valuation fundamentals and the drivers of enterprise value
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Evaluate transition alternatives, including partnerships, associates, and exit strategies
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Make strategic decisions today that support a smoother, more profitable future transition
Full Schedule
FRIDAY SCHEDULE
7:00AM-8:00AM: Check-In & Breakfast
8:00AM-12:00PM: Presentation
5:00PM-7:00PM: Cocktail Reception
SATURDAY SCHEDULE
7:00AM-8:00AM: Check-In & Breakfast
8:00-12:00PM: Presentation
Afternoons free to enjoy wine country!
Mario G. Santiago, CPA, CFP®
Mario is a Tax and Business Planning advisor who helps dentists across the country reduce taxes, improve practice profitability, and plan for retirement. Growing up with two parents who are dentists, he understands the unique personal and professional challenges his clients face and brings that perspective to every relationship. Mario values honesty and open conversation, aiming to help dentists gain financial clarity and confidence so they can focus on their families and the practice they’ve worked hard to build.
Wesley W. Lyon II, CPA, CFP®
Wes is the President and CEO of McGill and Lyon Dental Advisors, guiding dentists to reduce taxes, increase profitability, and achieve financial freedom. He joined John K. McGill and Company as a Tax, Business, and Financial Planning Advisor, eventually becoming Partner before purchasing the consulting business in 2022. Wes prides himself on providing clear, practical advice while ensuring clients implement the necessary changes to eliminate financial headaches.
Jonathan R. Martin, CPA
Jonathan is a Practice Transition Advisor with 20 years of experience guiding dentists through successful practice transitions. Since joining McGill and Lyon Practice Transitions in 2005, he has overseen more than $1 billion in practice sales, from single-doctor offices to large multi-location groups. Jonathan approaches each transition with care and personal attention, simplifying a complex process while protecting the value doctors have built and ensuring their decisions align with their financial and personal goals.
Location
Archer Hotel Downtown Napa
Napa, CA
Discounted room rates available
Our group rate of $539/night with waived resort fees is available through June 23, 2026 or when all rooms are reserved, whichever comes first. Rooms are not guaranteed to all registered attendees and are on a first come, first-served basis. Booking instructions are provided upon registration. If you have questions about rates, dates, and availability, call us at 877.306.9780.
Hotel Description
Downtown Napa is having a major moment, with incredible experiential tasting rooms (over 60 at last count), a wide array of shops, and a culinary scene that spans everything from casual to unforgettable. At the center of it all sits Archer Hotel Napa, a boutique hotel within easy walking distance of the city’s vibrant attractions. The hotel is home to Charlie Palmer Steak, a destination dining experience, as well as Sky & Vine, Napa Valley’s favorite rooftop, offering stunning views, craft cocktails, and an open air atmosphere under the stars. A relaxing rooftop spa rounds out the experience, creating the perfect blend of energy, comfort, and indulgence. So much to savor in the heart of Napa.
Parking
Address: 1230 First Street, Napa, CA 94559
Archer Hotel Napa offers 24-hour valet parking — $20 per day and $36 per overnight. During the day, guests can also use the limited public city lots and street parking around town. This hotel does not offer an airport shuttle.
Nearest Airport
San Francisco (SFO) – 60 miles
Oakland (OAK) – 53 miles
For those flying into San Francisco (SFO) or Oakland (OAK), Alta Transportation Services provides transportation to and from all Bay Area airports.
Hotel Contact Information
Local — 707.690.9800
Reservations — 855.200.9052
Rooftop Spa — 707.819.2533
Charlie Palmer Steak Napa — 707.819.2500
Sky & Vine Rooftop Bar — 707.819.2490
Important Information
Your registration fee covers daily breakfast, session attendance, and social events for each registered attendee. Unregistered guests cannot attend the sessions or breakfasts but are welcome to join us for Friday’s cocktail reception. For the most valuable experience, we highly recommend spouses attend this seminar. Maximum (1) additional attendee per registration.
Late/Onsite Registration
Please call Sarah at 877.306.9780 to register after July 3rd. Spots and materials cannot be guaranteed after this date.
Cancellation Policy*
60 or more days prior to event, receive future seminar credit or refund minus $50 processing fee. Between 30-60 days of event, receive a future seminar credit. Less than 30 days prior to event, no refund or credit can be given as your attendance has already been confirmed with the hotel.
*Cancellation Policy applies only to seminar registration fees. McGill and Lyon Dental Advisors is not responsible for reimbursement of any registrant’s other expenses related to a cancelled or postponed event. Understanding the cancellation policy for any hotels, flights, car rentals, park tickets, etc. is the responsibility of the individual.
Media Disclosure
Photography, filming, audio recording, and/or interview(s) may occur onsite at any McGill and Lyon event and may be used for the purposes of highlighting the event, promoting future events, and/or other lawful purposes.
Register Today!
Members of The McGill & Lyon Dental Advisory receive 10% off seminar registration. Log in to the portal, go to the Seminars page, and use the promo code listed there to apply your discount at checkout.*
*Members who do not register with the member code are not eligible to receive a refund for their member discount. If you have difficulty locating the code, please call 877.306.9780. Trials are not eligible to receive the member discount.