Shane Pickett, Certified Health Care Business Consultant, CPA

Partner

Shane Pickett

When working with clients, it’s always my goal to help them keep more of the money they’ve earned through tax saving strategies. I’m dedicated to my clients’ long-term success and enjoy working with entrepreneurial minded healthcare businesses that are looking to grow.

OVERVIEW

Shane is a Certified Healthcare Business Consultant who helps organizations with tax strategies and tax planning. He also consults on healthcare business operations, which includes buy-in and buy-out of new doctors as well as real estate investment. He also works with individual doctors who are looking for the best tax saving strategies. Shane also assists with helping physicians plan for retirement and the future.

Shane is always focused on what his clients’ best interests are. He focuses on what he can do to help in the most effective way. Shane knows how the healthcare industry works, which gives him an advantage in understating more about the business of healthcare and assets of the business. You can expect Shane to help you plan for the future by knowing what issues are on the horizon, which helps eliminate surprises.

Shane enjoys spending time with his family, which includes keeping busy with his four kids. They enjoy playing games, going out to eat and driving in the mountains. He’s also an avid sports fan who enjoys following the Tottenham Hotspur English football team and the Utah Jazz. When he has any spare time, he also enjoys listening to audio books, going to the gym and running.

QUALIFICATIONS

Memberships

  • American Institute of Certified Public Accountants
  • Utah Association of Certified Public Accountants
  • National Society of Certified Healthcare Business Consultants

Designations/Licensures

  • Certified Public Accountant
  • Certified Healthcare Business Consultant

Education

  • Master of Business Administration - Regis University
  • Bachelor of Accountancy - Utah Valley University

KNOWLEDGE

Client Work

  • Works with clients to set up the retirement plan that best suites their needs for retirement and tax savings.
  • Helped draft operating agreements for clients that take into account unique healthcare issues, including drafting language needed in the agreement, the buy-in and buy-out documents and the compensation agreement.
  • Consulted with clients on buy-in and buy-out modeling.
  • Helped with a large consolidation building ownership for a multi-practice location.

COMMUNITY

Community Involvement

  • National Society of Certified Healthcare Business Consultants, Board Member and Education Committee