John J. Vento, Sr., CPA, MBA, CFP® is a nationally renowned author, keynote speaker, professor, and financial services industry thought leader often tapped to share insights with major news outlets, professional associations, and educational audiences. With more than 40 years of experience, he speaks on tax-smart wealth strategies, financial independence, generational wealth planning, and the concepts behind The Generational Wealth Code. 
Learn More About John Sr.

John J. Vento, Jr., CPA, CFP® is a financial professional and advisor specializing in tax-smart planning strategies, dental practice advisory, and proactive financial decision-making for business owners. Drawing from his experience working closely with dental practices across the country, he speaks on evolving tax laws, year-round tax planning, practice profitability, and strategies that help business owners build long-term wealth through more coordinated planning.
Learn More About John Jr.

Nicole Vento, CPA, CFP® is a financial professional focused on tax-smart investing, financial planning, and helping individuals and families build wealth with greater intention. She speaks on financial independence, wealth-building strategies, and planning considerations for younger high-income earners and growing families navigating increasingly complex financial decisions.
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718-980-9000 | info@ventotaxandwealth.com

• Retirement Saving Strategies Part A (The Doc Podcast, 8/22/2024)
• Retirement Saving Strategies Part B (The Doc Podcast, 8/29/2024)
• Tax-Smart Retirement Savings Strategies Part A (The Doc Podcast, 11/24/2023)
• Tax-Smart Retirement Savings Strategies Part B (The Doc Podcast, 11/30/2023)
• Taxes and Practice Ownership Part A (The Doc Podcast, 10/13/2023)
• Taxes and Practice Ownership Part B (The Doc Podcast, 10/20/2023)
• Tax Strategies for Dentists (The Doc Podcast, 9/7/2023)
• Tax Tips for Bitcoin, Equity Investors (Reuters, 12/17/20)
• Year-end tax tips for investors (Reuters, 12/5/19)
• Start preparing your tax return now to maximize your return (CBS News, 11/8/18)
• How to get your credit in good shape (CBS News, 10/3/18)
• Preparing for 2018 Tax Season (originally aired on SiriusXM Channel 132, Business Radio Powered by the Wharton School, 9/18/18)
• New study finds there are benefits to working longer and delaying retirement (CBS News, 5/7/18)
• Homeowners Lining Up to Prepay Property Taxes Before Republican Tax Plan Kicks In (Fox News, Shepard Smith Reporting, 12/29/17)
• What Trump's Tax Plan Means for Your Finances (NY1, 1/27/17)

Articles

• Seminar in Orthodontics (Elsevier, 2022)
• Unstable Market Highlights Value of Tax-Loss Harvesting (Financial Advisor, 8/10/20)
• Pandemic Relief Figures Big In Clients' Midyear Tax Moves (Financial Advisor, 6/22/20)
• How to Grow Your Tax Practice, While Delivering More Value for Clients (CPA Practice Advisor, 3/2/20)
• Helping Participants Understand Tax Considerations for Retirement Plans (PLANSPONSOR, 11/8/19)
• Retirement is a long way off. That gives you plenty of time to get it right ... or wrong (CNBC, 11/1/19)
• How ETFs Can Be A Great Tax-Loss Harvesting Tool (Financial Advisor, 10/21/19)
• Tax Advantages of the Mega Backdoor Roth (Financial Advisor, 8/19/19)
• How Clients Can Avoid Capital Gains On Small-Biz Stocks (Financial Advisor, 7/15/19)
• IRS Attempts to Clarify Business Pass-Through Tax Deduction (Financial Advisor, 6/24/19)
• Minimum wage hike: What NYC restaurants and their patrons need to know (Staten Island Advance, 4/24/19)
• Investors are exploiting a murky tax maneuver the IRS has yet to tackle (Yahoo! News, 1/14/19)
• The 7 Best Money and Investing Books of 2018 (Forbes, 12/21/18)
• Which Personal Loan Lenders Accept Co-Signers? (U.S. News & World Report, 12/20/18)
• The Pros and Cons of Premium Credit Cards (U.S. News & World Report, 11/27/18)
• Will You Thank or Curse Trump for Your Tax Bill? (U.S. News & World Report, 10/30/18)
• How to Prioritize IRA and 401(k) Accounts (U.S. News & World Report, 10/26/18)