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Aggressive Business, Tax & Practice Mgmt. Seminar – Steamboat Springs, Colorado

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:

March 4 2018

End:

March 7 2018

Cost

$1220 - $1440

CE Hours

20

Location

Steamboat Grand Hotel
2300 Mt Werner Cir
Steamboat Springs, CO 80487
website
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Promotions & Discounts
  • 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

    We have secured outstanding group rates starting at $279 single or double occupancy.
    You save when you take advantage of our discounted group rates compared to rates provided elsewhere.

    Our group rate also include –

    • Two breakfast vouchers per room per night.

    Fees and taxes are not included in this rate.

    We can guarantee this rate only if you register before January 17, 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

    Steamboat offers a variety of experiences for all, from their expert chutes to their kids-only terrain.

    With the Colorado’s magnificent Rocky Mountains and Steamboat’s Yampa Valley as your background, there is horseback riding, sleigh rides and tubing, snowmobiling and snowshoe tours to enjoy.

    Steamboat has been ranked among the top ten family ski resorts by both Ski and Forbes Magazine’s over the last 10 years, as well as being recognized as the “Premier Family Ski Resort” by Jetsetter.

  • Seminar Schedule

    Please arrive at the meeting room at the Steamboat Grande between 7:15 and 7:30 a.m. on Sunday, March 4, 2018, to sign in and receive course materials.  Lectures will be held Sunday through Wednesday from 7:30 until 9:00 a.m. and Sunday through Tuesday from 4:30 until 6:30 p.m., 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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