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Aggressive Business, Tax & Practice Mgmt. Seminar – Los Cabos, Mexico

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.


April 3 2018


April 7 2018


$1220 - $1440

CE Hours



J W Marriott Los Cabos
Fraccion Hotelera FH5-C1 Subdelegacion de la Playita
Puerto Los Cabos, 23403
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Promotions & Discounts
  • Detailed Description


    • 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

    We welcome you to join us for a great course scheduled to begin the Tuesday after both Easter and Passover.  You can plan on enjoying those holidays at this magnificent resort, or travel on Monday and have a true vacation.  Many schools are off this week and we think Los Cabos will be a fantastic destination for couples or families.

    Jim Olson of famed architecture firm Olson Kundig designed the year-old JW Marriott Los Cabos Beach Resort and Spa, and the stark, utterly modern property serves as the perfect frame for where the Sea of Cortez and the Pacific converge.  A massive open-air lobby leads to the sprawling grounds, featuring 10 pools arranged like stepping stones to the sea, a luxe ayurvedic spa, a top-notch kids club and even an Ancient Greek-style amphitheater that’s perfect for performances.  All 299 rooms offer spectacular ocean views, but those looking for an even more luxurious experience can upgrade to a room at the Griffin Club, a hotel-within-the-hotel that offers a private lounge, pool, and movie theater.

    We have selected the stunning J.W. Marriott set on a picture-perfect beachfront location in San Jose del Cabo, where the Sea of Cortez meets the Pacific Ocean.  The hotel offers a vast range of exceptional dining options, a state-of-the-art signature spa, multiple sparkling pools and a fully equipped hotel fitness center.  Guest rooms are spacious and newly remodeled.

    • Golf – Puerto Los Cabos Golf Club – a Jack Nicklaus and Greg Norman-designed 18-hole course.
    • Spa – Jasha Spa & Salon – The innovative spa features an ancient pre-Hispanic Temazcal, a sweat lodge used to promote health and overall well-being.
    • All resort lodging offers a 55-inch flat-screen TV, a soaking tub, a mini-bar and a coffee maker.
    • Each hotel room boasts its own private balcony, which provides striking beachfront views of Cabo.
    • Additional luxury amenities include 24-hour room service, robes and slippers and an iPod dock.

    Room Rates: $329/night, plus any taxes and fees.  Continental breakfast is included.  Room block held until February 16, 2018, unless exhausted earlier

    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.

    We have secured outstanding group rates of $329 single or double occupancy. You save when you take advantage of our  discounted group rates compared to the rates provided elsewhere.

    Our group rate also includes –

    • A daily continental breakfast.

    Not included in this rate is any fees and taxes.

    We can guarantee this rate only if you register before February 16, 2018, as rooms are often sold out before this date.

    About the Area

    Los Cabos is a magic land full of contrast, from breathtaking seas, to desert and mountains. It is also known as “Land’s End” for being located at the tip of the southern Baja California Península. The extraordinary world of Los Cabos paralleled with its natural beauty, biodiversity and range of activities make it a terrific destination for couples or families.  Where the Sea of Cortez meets the Pacific Ocean, there is something for everyone: fishing, golf, scuba diving, snorkeling, kayaking, horseback riding, relaxing in luxury spas and resorts and dancing ’til dawn.


    • Known for its awesome bouldering, Los Cabos’ beaches and trails call on the experienced rock climber to remove the ropes and harnesses, put on some hiking shoes, get out the chalk and conquer some serious bouldering problems.
    • Baja California serves up the ultimate terrain for off-road and dune buggy exploration. Just off the tourist track, the dirt playground features washed-out arroyos and dusty trails, a rough and rambling arena that can challenge skills behind the wheel.
    • Terrific mountain biking and hiking.  After mountain hiking through the Sierra de la Laguna trail, take a refreshing dip at the natural springs.


    • Golf – Los Cabos is one of the premier golf destinations in the world, and with 15 courses — several award-winning — and more on the way, it is indeed the top golf destination in Latin America.
    • Inspired by the Sea of Cortez, Pacific Ocean and the rugged Los Cabos terrain, legendary designers have carved out their visions of perfection while creating some of the most stunning tracks in the world.

    Art & Culture:

    • Each Thursday evening between November and June, the San Jose del Cabo Art District hosts an Art Walk to allow locals and visitors alike to experience the works of the outstanding fine artists and artisans who live in the region.
    • Charming Tours – Like Todos Los Santos and San Jose del Cabo – filled with artzy boutiques and great restaurants.
  • Seminar Schedule

    Please arrive at the meeting room at the J W Marriott Los Cabos between 8:45 and 9:00 a.m. on Tuesday, April 3, 2018, to sign in and receive course materials.  Lectures will be held from 9:00 a.m. to Noon, Tuesday through Saturday, 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.


    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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