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Aggressive Business, Tax & Practice Mgmt. Seminar – White Sulpher Springs – Greenbrier, West Virginia

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:

September 14 2017

End:

September 16 2017

Cost

$955.00 - $1135.00

CE Hours

12

Location

The Greenbrier
300 W. Main Street
White Sulphur Springs, WV 24986
website
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Registration Options

Doctor and Spouse (Greenbrier, WV)$1,135.00

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Doctor (Greenbrier, WV)$1,005.00

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  • 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 publishes the popular Collier & Associates 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 of $432.64 per night for double occupancy on a limited number of rooms at the Greenbrier especially for the seminar attendees.

    We can guarantee this rate only if you register before September 13, 2017, as rooms are often sold out before this date.

    For more than 200 years, The Greenbrier has been a landmark of luxury.  The West Virginia resort derives its splendor from the panoramic beauty of the Allegheny Mountains which surround the property.  The exclusive services and amenities include four golf courses, award-winning spa, the Casino Club, (a 103,000 sq ft venue offering world-class gaming) live entertainment, international cuisines and designer boutiques.  America’s resort is also proud to host The Greenbrier Classic, held on the legendary Old White course.  The Greenbrier is an intimate getaway for two or a lovely family gathering.

    • Dining – The Greenbrier offers thirteen unique restaurants, cafes and lounges and each demonstrate superlative standards in the culinary arts.
    • Casino Club – Described as Monte Carlo meets Gone with the Wind, the premier West Virginia casino combines high-roller thrills and high-class style to create an unforgettable Greenbrier gaming experience.
    • The Bunker – This is a must-see experience.  Carved deep into the mountainside beneath our West Virginia Wing is an emergency Cold War fallout shelter that played a vital role during the Cold War.  Bunker tours provide a unique and in-depth look behind the hidden doors and let you explore an aspect of The Greenbrier that no other resort can claim.
    • Mineral Spa & MedSpa – The Greenbrier’s world-renowned mineral spa offers a variety of services designed to bring relaxation and comfort. Luxuriate in a whirlpool bath or soak up the healing properties of the native sulphur waters. Or, simply indulge in all the spa treatments.

    About the Area

    • Shopping – Greenbrier Avenue – This lovely shop arcade includes designer names like Brioni, Brunello Cucinelli, Badgley Mischka, Roberto Coin and unique boutiques..
    • Shopping – The Art Colony Shops – A unique experience that includes skilled artisans working with metals, leather, brass, wood, glass, pottery, furniture and jewelry, as well as an artist-in-residence demonstrating his/her art.  Located in Alabama Row, overlooking the Springhouse, The Art Colony Shops are just a brief walk from the Main Building.
  • Seminar Schedule

    Please arrive at the meeting room at the The Greenbrier between 1:45 pm and 2:00 p.m. on Thursday, September 14, 2017, to sign in and receive course materials.  Lectures will be held Thursday from 2:00 p.m. to 5:30 p.m., and Friday and Saturday from 8:30 a.m. to 12:30 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 $955 $1085
    Regular $1005 $1135
    At The Door $1055 $1185
    • Early Bird pricing is valid only until 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