Chicago – Practice Transition Seminar | Collier & Associates, Inc.

chicago - practice transition & advanced investment seminars

PRACTICE TRANSITION SEMINAR IN CHICAGO

This important seminar is designed for the doctor who is contemplating a practice transition. That could be for (1) the busy doctor looking to take a partner or (2) the senior doctor thinking about retirement and selling his or her practice or (3) the younger doctor contemplating buying a practice or becoming a partner.

Most of the issues (for example, how to value a practice) will be equally relevant whether you are the potential buyer or the potential seller. We will point out the pros and cons of the various issues from each side's point of view. This is a no-nonsense, intensive 8-hour course.

If you have any questions that are not addressed here, please call 216-765-1199 for more information.

WHEN

December 9, 2021

COST

EARLY BIRD SPECIAL
IF RESERVED BY OCT. 8TH
Doctor Only: $945
Doctor & Spouse: $1055

Promo Code: earlybird50

IF RESERVED AFTER EARLYBIRD SPECIAL
Doctor Only: $995
Doctor & Spouse: $1105

LOCATION

Chicago, IL

CE CREDITS

AGD Subject Code: 550 (Practice Management)
Teaching Method: Lecture

SEMINAR REGISTRATION

Call our office to register. Online registration coming soon!

DETAILED DESCRIPTION ABOUT THE SPEAKERS RESORT INFORMATION SEMINAR SCHEDULE REGISTRATION INFORMATION

DETAILED DESCRIPTION

Often, both Dr. Seller and Dr. Buyer attend this seminar together. Because they learn what to expect throughout the transition process and how the transaction needs to be structured so it is fair to both parties.

TAKEAWAYS
The seminar will cover the pros and cons of the various issues from each side's point of view. This is a no-nonsense, intensive course which will include such topics as:

How to recognize the common blunder doctors make of giving away the first half of a practice when they think they are selling it to a new partner.

From the junior partner's point of view, how to recognize when you are getting a tremendous bargain. What to look for in a future associate or partner.

How to find a practice buyer.

How to value a practice.

What are the preferred legal and tax structures for various types of transitions.

How to save taxes on the sale or purchase of a practice or when taking or becoming a partner.

How to avoid major blunders in group practice buy-sell agreements.

Fair compensation techniques among partners.

Are you ready to retire?

Continuing tax-deductible fringe benefits post-retirement.

What happens to a corporation at retirement?

What happens to a doctor-owned office building at retirement?

Taking benefits out of a retirement plan.

Avoiding the 10% penalty tax on premature distributions.

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

Set atop Water Tower Place, the luxurious five-star Ritz-Carlton Chicago (A Four Seasons Hotel) marks an exclusive retreat high above the Magnificent Mile in Chicago's Gold Coast. Because the Ritz starts at Floor 15-30 of the Water Tower Place, the rooms are very quiet, and have a great view of the city with their large picture windows. Sumptuous décor of pewter or blue topaz color schemes are skillfully blended with contemporary and traditional furnishings.

We have secured a terrific group rate of $249. You save money when you take advantage of our heavily discounted group rates compared to the rates provided elsewhere.

This rate does not include taxes and fees.

We can guarantee this rate only if you register before November 9, 2020, as rooms are often sold out before this date.

ABOUT THE AREA

From renowned museums and eclectic neighborhoods to professional sports and luxury shopping, the Windy City appeals year-round. Set in the midst of it all, perched atop the Water Tower Place, The Ritz Carlton is moments from Michigan Avenue shopping and top attractions, including Navy Pier, Millennium Park and the Field Museum. Also enjoy the nationally renowned Chicago Museum of Art, Science and Industry Museum, Shedd Aquarium, Adler Planetarium, and fine art galleries. The concierge can help arrange a wonderful weekend.

SEMINAR SCHEDULE

Please arrive at the meeting room of The Ritz Carlton between 8:00 and 8:30 a.m. on Thursday, December 9, 2021, to sign in and receive course materials. Lectures will be held from 8:30 a.m. to 5 p.m. on Thursday 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

SEE ABOVE FOR PRICING INFORMATION

Early Bird pricing is valid only till 60 days prior to the event. To receive Early Bird pricing, use promotion code EarlyBird50 at checkout.

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.

C&A has partnered with Travel Guard and CSA Travel Protection (Generali) so that our Attendees can feel secure while traveling. Select your choice of coverage below by clicking one of the graphic links to obtain coverage information and build your quote.

Please note that Collier & Associates, Inc and staff are NOT licensed agents and cannot answer any policy questions. Our firm is only authorized to sell Travel Guard (AIG) products. Travel guard agents should address all policy questions. Thank you!

Please note that Collier & Associates, Inc., and staff are limited in answering any policy questions. Our firm is an authorized partner with CSA Travel Protection (Generali) and able to offer their travel insurance products. We can(limitedly) address questions online vs. the phone due to coordinating questions with our CSA travel partners. Thank you!

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Collier & Associates, Inc.
Nationally Approved PACE Program Provider for FAGD/MAGD credit.
Approval does not imply acceptance by any regulatory authority or AGD endorsement.
October 1, 2020 - September 30, 2024
Provider ID #209852