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The Earned perspective with Brett LeMmon

Brett LeMmon, CPA, Series 65
Brett LeMmon, CPA, Series 65
Senior Wealth & Tax Advisor
Tax Planning
Practice Transitions
Financial Planning
Brett has over a decade of experience working with practice owners. He brings a tax-focused perspective shaped by his background in public tax work and years of experience helping clients improve efficiency and build wealth. Through his work with Earned Institute, he provides practical, forward-looking strategies that help doctors reduce taxes, uncover opportunities, and make smarter financial decisions over time.

Join Brett for upcoming events

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CDA Entry, Expansion or Exit – A Workshop for Buyers and Sellers
CDA Entry, Expansion or Exit – A Workshop for Buyers and Sellers
Saturday, May 16, 2026
May
3:00pm EST
/
12:00pm PST
Thinking of purchasing a practice, adding an associate, bringing on a partner or considering selling? Benefit from the expertise of trusted industry partners in a small round table format to seek individual guidance. Learn whether practice ownership is right for you, the ins and outs of associate hiring, dental plan contract evaluation, how to prepare your practice for sale and much more. Presented and sponsored by CDA. Learning Outcome 1: Understand the financial requirements for a practice loan and how to conduct financial due diligence. Learning Outcome 2: Learn the legal path of purchasing or selling a practice and bringing in a partner or associate. Learning Outcome 3: Understand the practice management and employment considerations for a practice transition.
Dental Practice Owner
Legal
CDA 2026
CDA 2026
Thursday, May 14, 2026
May
/
CDA 2026 returns to the Anaheim Convention Center May 14–16, bringing dentistry’s most anticipated event back for three days of hands-on learning, expert insights, and the latest in dental products and services. Stop by Earned at booth 2440 to see how we’re helping practices grow while you explore everything the convention has to offer.
Legal
Payroll
Insurance
Wealth Management
Retirement

Brett LeMmon’s doctor-centered wealth insights

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What is Own Occupation Disability Insurance and Why is it Essential for Dentists?
As a dentist, you understand the dedication, time, and sacrifices required to excel in your field. Your specialized skills are not only valuable — they are irreplaceable. That's precisely why own-occupation disability insurance is such a critical part of your financial planning.
Insurance
Dentist
Legal
Estate Planning Essentials for Dentists: Protecting Your Legacy
At Earned, we know the critical importance of estate planning for dentists. Your practice is both your livelihood and your legacy. Therefore, we are dedicated to helping you protect and pass on your life's work in the most effective manner possible. What do you need to know about estate planning, and why does it matter for your future?
Dentist
Trust & Estate
Legal
10 Estate Planning Mistakes to Avoid
Creating a complete and comprehensive estate plan is one of the best ways you can protect your assets, your loved ones, and even yourself. Estate planning, however, can be a complex and confusing process. Mistakes are easy to make and those mistakes can cost you and your loved ones a considerable amount of time and money. Being aware of some of the most common estate planning mistakes can help you avoid them.
Trust & Estate
Legal
Tax Diversification: Essential for Long-Term Wealth Planning
For most dentists, reducing taxes and building wealth for retirement rank among the top financial priorities.Because tax rates, deduction rules, and other tax-related laws are impossible to predict years or decades in advance, including a tax diversification strategy in your long-term financial plan is essential. In this article, we explain this concept and offer practical tips for implementing it.
Tax Planning

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