NLP: Bonus Ask the Expert- Prepare for Q4 Taxes with Forrest Perry from Heard
About the event
As the year draws to a close, it’s crucial to ensure that your financials are in order for the upcoming tax season. Join us for an insightful webinar with guest speaker Forrest Perry from Heard, a financial platform designed for therapists and group practice owners. Forrest will guide you through essential steps to prepare for Q4 taxes, including strategies for deductions, understanding quarterly payments, and maximizing tax benefits before the year ends.
Whether you’re a seasoned business owner or new to managing your practice’s finances, this webinar will equip you with the tools and knowledge to approach Q4 tax preparation with confidence.
Meet Forrest Perry:
Forrest Perry is a former CPA and started his professional career in Seattle, WA at PriceWaterhouseCoopers (PwC). He spent 5 years at the Big 4 accounting firm and then joined Heard in June 2021 as the first employee due to his strong passion for mental health and small businesses. While at Heard, he has consulted with thousands of therapists and helped build out Heard’s teams and processes for tax, accounting/bookkeeping operations, customer support, customer success, onboarding, and sales. Outside of work, Forrest enjoys skiing, backpacking, and rooting on Gonzaga basketball!
Sign-up here for a free 30min consultation with the Heard team to learn more. As a Practice of the Practice member, you receive a $300+ discount on annual plans! LINK
Who can attend
This event is open to all members of The Practice Academy.
To register
Community members will find the event information inside the Community events calendar.
Join the community
Interested in attending this event? Unlock it by joining The Practice Academy! You’ll get access to live events, all our courses, and a supportive, active community of therapists and practice owners.
