Zoom Workshop for Solo Practitioner Psychotherapists - New or Established

May 9, 2020

A legal and accounting workshop covering business entity selection, healthcare law, accounting best practices and common tax issues. Workshop will be followed by a presentation starting at 12:15 prepared by Dr. Kola Alao regarding Transcranial Magnetic Stimulation.

Via Zoom Video

Saturday, May 9 

8:15 a.m. - 1 p.m.

Cost: $45
Invoiced via email

Presenters: Jeff Scheer and Sam Burgess of Bond, Schoeneck & King, Shannon Forkin and Deborah Finch of Dannible & McKee CPA’s and Kola Alao, M.D. 

8:15 - 8:30 a.m.  Introduction

8:30 - 9:30 a.m.  Choice of Entity – Sole Proprietorship, PLLC or PC

  • Which entity is right for your practice?
  • What are most common legal issues that private practitioners should consider?
  • How do you protect your personal assets and prevent others from “piercing the corporate veil”?

9:45 - 10:45 a.m.  Health Care Law Best Practices for Therapists

  • How to be HIPAA compliant, including with electronic communications?
  • How to be legally compliant in use of telehealth?
  • What are the most common legal issues for private practitioners in the areas of health care law and compliance?
  • When should a health care attorney be hired and how to find someone capable?

11 a.m. - 12 p.m.  Accounting Best Practices for Therapists

  • What are the five accounting issues people usually get wrong in private practice?
  • What do you need to do to set up correct accounting procedures?
  • What do you need to do to set yourself up for correct tax preparations?
  • What is deductible? And what can you put against for startup costs?

12:15 - 1 p.m.  Understanding TMS – Pulses vs. Pills

  • Transcranial Magnetic Stimulation (TMS) targets key areas of the brain that are underactive in people with depression. It is not ECT (electroconvulsive therapy).
  • Learn to identify opportunities to employ this technology to benefit your clients.

Sponsored by:
Upstate Professional Center
Clarity Therapy CNY

Technology Sponsored by:
Bond, Schoeneck & King