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Aggressive Business, Tax & Practice Mgmt. Seminar – Bermuda

This seminar will help you save taxes, retire wealthy and be better at running the business of your practice.  The goals are simple — to conduct a tax-deductible seminar at a delightful site, for a modest cost, and have the doctor and spouse learn enough to more than pay for the trip.  The majority of attendees are repeat attendees.  Why?  Because the emphasis is on easy-to-implement practical ideas on such things as aggressive (but always legal) tax ideas that too many timid accountants fail to suggest, practice building ideas, retirement plans, practice transition ideas, employee benefits, insurance, cost cutting ideas and others.

Start:

July 30 2018

End:

August 3 2018

Cost

$1220 - $1440

CE Hours

20

Location

Fairmont Southampton
101 South Shore Road
Southampton, SN02
Bermuda
website
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Promotions & Discounts

Registration Options

-1 available
Doctor (Bermuda)$1,220.00

Please fill in all required fields

-1 available
Doctor and Spouse (Bermuda)$1,390.00

Please fill in all required fields

  • Detailed Description

    Takeaways

    • New Tax Law Changes – The course content will cover current tax law changes we see affecting doctors and their practices.
    • New, Improved Retirement Plans – New tax-savvier plan designs that can improve the power of plans for doctors who want to save between $10,000 and $200,000 per year.
    • Improve Profitability – Common sense ways to improve profitability.
    • Staffing – Creative ways to hire and retain great employees.
    • Insurance Needs – Appropriate levels (if any) of life, disability and long-term care insurance. What the insurance sales people prefer you don’t know.
    • Practice Transition – How to find a buyer for your practice, how practices are appraised and how to structure the transition to save tax.
    • Maximizing Retirement Plan Investments through Sound Investing – How to build them while working, and how to reposition them near retirement.
  • About The Speakers

    Brandon S Collier

    Brandon is an attorney for the dental profession. As President of Collier & Associates, he is a nationally renowned expert in representing doctors in all phases of practice transitions.  He writes the popular Collier & Associates Advantage Newsletter and lectures extensively at his own seminars and on behalf of many professional organizations. Brandon holds a Bachelors Degree from the University of Pennsylvania, cum laude, a Juris Doctor Degree from Case Western Reserve University School of Law, and a Masters Degree in Taxation from the New York University School of Law.

  • Resort Information

    Perched on Bermuda’s stunning south shore with miles of pink sand beaches, the luxurious Fairmont Southampton, sets on nearly 100 tropical acres dotted with lush bougainvillea and towering coconut palms.  The Fairmont resort is definitely upscale and luxurious.  The guest rooms offer views of the Atlantic Ocean, The Great Sound or the resorts lush 18-hole par golf course.  They boast the largest guest rooms in Bermuda, private balconies, marble bathrooms and walk-in closets, plush bathrobes, coffee makers and high-speed internet connections.  Expect elegant British colonial décor with a splash of the tropics throughout and sumptuous bath and beauty products in all the resort’s luxurious bathrooms.

    • Golf – Winner of Golf Digest’s Best Places to Play Golf, the resort’s course features 18 par-three holes, most with stunning views of the Atlantic Ocean. With its lush tropical surroundings, dramatic elevation changes and strong coastal winds, this 2,684-yard course is beautiful and challenging.
    • Tennis -The Fairmont Southampton, Bermuda tennis resorts 6 hardcourt, beach front tennis courts – 3 of which are lit for play nightly.  Private lessons, clinics and a full stocked tennis shop makes this a great place to play.
    • Willow Stream Spa – The spa features well-appointed treatment rooms, relaxation lounges, a state-of-the art ocean view fitness center, indoor heated pool with stunning sun deck and Jacuzzis, beauty salon, plus private men’s and women’s locker rooms with steam inhalation room, sauna and signature Willow Stream Energy bath and beauty products. Choose from luxurious body experiences including wraps, aromatherapy and reflexology, custom massages, Vichy shower treatments, cleansing facials, pedicures and manicures in the beauty salon.
    • Diving – The only Bermuda diving Instructor Development Centre on the island is located right at the resort property at The Fairmont Southampton.  With over 30 years experience of offering Bermuda diving trips, snorkelling tours and Padi training courses – from beginner to instructor level – the Dive Bermuda reef sites are full of jacks, snappers, spiny lobster, parrotfish and stunning Queen Angelfish. As the “wreck capital of the Atlantic,” Bermuda has over 300 wreck sites to visit. Voted No. 2 in the Caribbean and Atlantic for wreck diving by Scuba Diving magazine.  There are numerous intact and historic wreck sites littering the shoreline in depths ranging from 32 feet to 70 feet of crystal clear water.
    We have secured outstanding group rates starting at $309 single or double occupancy.  Based on their present website, these rates are nearly half off!

    Our group rate also includes –

    • A daily continental breakfast during meeting.

    Not included in this rate is any fees and taxes.

    We can guarantee this rate only if you register before June 30, 2018, as rooms are often sold out before this date.  Once you have registered for the seminar, you will receive an acknowledgement letter and hotel reservation information on how to reserve a room within our block.

    About the Area

    Called The “Jewel of the Atlantic”, Bermuda, with its incomparable weather, pink sand beaches, breadth of historic sites and warm, friendly people, is a wonderful destination.  It’s no wonder Conde Nast Traveler readers have voted it “Best Island in the Caribbean/Atlantic” 17 times since 1984.  Bermuda’s impeccable location keeps the island warmed by the Gulf Stream and the sun’s rays, but free of the tropics’ relentless heat.  There’s no rainy season to speak of and hurricanes are rare.

    Steeped in history, the Town of St. George is the oldest continuously occupied town of English origin in the New World with its picturesque cottages, quaint lanes and alleyways, forts, and Bermuda architecture.

    The City of Hamilton is set alongside the beautiful natural harbor and has been the capital of Bermuda since 1815.  It is a thriving center of international and local business, adorned with historic buildings, churches, museums, galleries, parks and gardens.  The Princess offers a complimentary ferry ride into town.

  • Seminar Schedule

    Please arrive at the meeting room at the Fairmont Southampton between 8:45 and 9:00 a.m. on Monday, July 30, 2018, to sign in and receive course materials.  Lectures will be held from 9:00 a.m. to Noon, Monday through Friday, with question and answer periods before and after the meeting.  Outlines will be used as a guide to the course.

    It would be useful to have a list of specific questions ready, but we will cover the most commonly asked ones in detail during the seminar as well. All course material will be provided while checking-in on the first day. For complete candidness, tape recorders will not be allowed at the program.

  • Registration Information

    Registration Type Single Couple
    Early Bird $1220 $1390
    Regular $1270 $1440
    At The Door $1320 $1490
    • Early Bird pricing is valid only till 60 days prior to the event.
    • Regular pricing is valid if registering within 60 days of the event.
    • At the Door pricing is applicable if registering on the day of the event.
    • Attendance at the programs is limited to doctors and their spouses, and key office staff members, except by special permission.

    Cancellation

    We understand that emergencies arise. If you can’t make it to a seminar, please provide instructions in writing at least 30 days before the scheduled event date. The full registration fee (minus a $50.00 processing fee) will be refunded if we are notified of cancellation 30 days prior to the scheduled event date. No refunds are possible after this timeframe.  However credit will be given towards a future seminar.

Collier & Associates, Inc. is designated as an Approved PACE Program Provider by the Academy of General Dentistry. The formal continuing education programs of this program provider are accepted by AGD for Fellowship, Mastership and membership maintenance credit. Approval does not imply acceptance by a state or provincial board of dentistry or AGD endorsement. The current term of approval extends from October 1, 2015 to September 30, 2018. Provider ID #209852

Promotions & Discounts

Refer a Friend

As a bonus, if a prior seminar attendee brings a doctor who has never before attended a Collier Seminar, the returning doctor and the new doctor will each receive $100 off the seminar registration fee.

*Discount applies ONLY when both doctors register together.
*Discounts cannot be taken retroactively"

Frequent Attendee

As a greater bonus, if you have attended 3 seminars in the last 5 years and bring a new attendee, your registration is a gift on us! Close
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