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Monday 8:30am - 5:30pm Tuesday 8:30am - 5:30pm Wednesday 8:30am - 5:30pm Thursday 8:30am - 5:30pm Friday 8:30am - 5:30pm

McGill and Lyon Dental Advisors

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Charlotte, NC
McGill and Lyon Dental Advisors

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McGill and Lyon Dental Advisors are trusted by dental professionals to help grow wealth, reduce taxes, navigate transitions, and manage practices with customized financial and legal planning. We are a group of independently owned companies working seamlessly to enable you to achieve your financial goals faster. You'll receive the highly-skilled guidance it takes to move your dental practice step-by-step through tax and business planning, transitions, legal, accounting, retirement plan, and investment management services. We can do this because all of our services are under one roof, eliminating the hassle and conflict that often comes with using multiple outside advisors. Our customized approach allows you to work with us through a single service or with our complete team of advisors.

10/30/2026

NEW WEBINAR ON YEAR-END TAX SAVING STRATEGIES!

As the end of the year approaches, there are still opportunities to make strategic tax and financial decisions that can impact your bottom line. In this webinar, McGill & Lyon Tax and Business Planning Advisors Mario Santiago, CPA, CFP® and Tyler Ott, CPA, CFP® walk through some of their top year-end tax planning strategies for dentists and specialists.

This webinar builds on the strategies highlighted in the October issue of The McGill & Lyon Dental Advisory, providing additional insight and practical considerations to help you identify opportunities to take action before year-end.

This webinar is only available to active members of The McGill & Lyon Dental Advisory. Not a member? Join today at newsletter.mcgillandlyon.com/membership

10/02/2026

Permanent life insurance can sound like a great deal on paper — but there’s more to the story...

📖 Read our most recent blog post for a deeper look at the returns, tax implications, and common sales claims.

https://newsletter.mcgillandlyon.com/5-dirty-secrets-about-permanent-life-insurance-your-agent-wont-tell-you/

📪 Want 8 full articles straight to your door every month? Join The McGill & Lyon Dental Advisory! https://newsletter.mcgillandlyon.com/membership

09/28/2026

Charleston was the perfect setting for two days of education, connection, and time away! 🌴

At our Top Tax, Business, and Financial Strategies for Practice Owners seminar at Hotel Emeline, doctors and their spouses spent two days learning from our experts about tax savings, practice profitability, retirement planning, investments, practice valuations, and transition strategies.

And when the sessions wrapped up, there was plenty of time to enjoy all that Charleston has to offer, from exploring historic downtown to incredible food and beautiful weather.
Learn. Earn. Enjoy. That’s what our CE seminars are all about.

Ready to join us for an upcoming seminar? Explore our schedule and find your next destination at www.mcgillandlyon.com/seminars

09/23/2026

📉 From tracking conversion rates to improving the patient experience and keeping your team aligned, small gaps can add up.

In “Are You Losing Tens of Thousands to a Poor Conversion Rate?” Wes and Tyler break down where treatment opportunities may be getting lost — and why clear, consistent communication matters.

🎙️ Keep up with Drilling It Down wherever you get your podcasts, and read the full article through the link in bio.

09/11/2026

Your search ends here. 🌴

What if your next continuing education experience came with sunshine, ocean views, and a few days in paradise? Join us in St. Thomas for practical, high-value CE designed for practice owners, with plenty of time to relax and enjoy the Caribbean.

📍 St. Thomas | 📅 January 25–29, 2027

Spots are limited! Register today at www.mcgillandlyon.com/stthomas

08/28/2026

ENJOY WINTER YOUR WAY❄️☀️

Whether your perfect winter getaway means soaking up the sun in St. Thomas or embracing the snow in Vail, we have a seminar designed to make the most of it!

Join fellow dental practice owners for high-value continuing education, top industry speakers, meaningful connections, and an incredible destination experience.

🌴 St. Thomas | January 25–29, 2027
Roadmap to Financial Freedom Series: The 5 Financial Stages Every Dentist Must Master

🏔️ Vail | February 25–26, 2027
Any Age, Any Stage Course: Top Tax, Business, and Financial Strategies for Practice Owners

Two exclusive seminars. Two incredible destinations. One unforgettable winter.

Spots are limited and room blocks are filling quickly. Start planning your winter getaway now!

✨ McGill & Lyon members receive 10% off registration!

08/21/2026

Over 40 years, we’ve seen a LOT of transition mistakes, but there are 5 that stick out the most. Listen to today’s episode of Drilling It Down to hear what they are so you can ensure you don’t make them!

08/13/2026

NEW RETIREMENT SEMINAR NOW OPEN!

The final years of practice come with some of the biggest financial decisions of your career. Are you prepared to make them with confidence?

Join us in Boston next summer for our Planning for Retirement Seminar, designed specifically for doctors approaching retirement.

📍 Boston, MA
📅 June 11-12, 2027
🏨 Omni Parker House Hotel
🎓 11 CE Hours
💰 Discounted Room Rates
🤝 Networking Reception
💬 Follow-Up Consultations

Plan your transition. Protect your wealth. Retire with confidence. Register today at mcgillandlyon.com/boston

06/08/2026

Another SOLD OUT seminar in Chicago this past weekend! Thank you to our attendees who joined us from all over the country 🤗

If you missed us this time, join us in Napa, CA or Charleston, SC later this summer for one of our Any Age, Any Stage 2-Day seminars! Register at mcgillandlyon.com/seminars

Address

8816 Red Oak Boulevard Suite 240
Charlotte, NC
28217

Opening Hours

Monday	8:30am - 5:30pm
Tuesday	8:30am - 5:30pm
Wednesday	8:30am - 5:30pm
Thursday	8:30am - 5:30pm
Friday	8:30am - 5:30pm

Telephone

+17044249780

Website

https://linktr.ee/mcgillandlyon

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