Aggressive Business, Tax & Practice Mgmt. Seminar – Panama

Aggressive Business, Tax & Practice Mgmt. Seminar – Panama

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.


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.
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.

GAMBOA RAINFREST RESORT

THE WESTIN PLAYA BONITA


For more detailed information go to: www.cornerstonetravel.com/collierpanama2018.

ACCOMMODATIONS: Accommodations at the Gamboa Rainforest Resort for three (3) nights, deluxe room and three (3) nights at The Westin Playa Bonita, deluxe ocean view, double occupancy.

MEALS AND RECEPTION:

  • Breakfast buffet daily total of six (6)
  • Arrival evening 1 ½ hour cocktail reception with hors d’oeuvres
  • Farewell evening Cocktails & Dinner

TOURS: Two (2) Half-Day Tours (Choose from ½ Day Monkey Island Tour, ½ Day Aerial Tram, ½ Day Panama Canal.

TRANSFERS:  Round trip transfers between airport and hotel, hotel to hotel and hotel to airport.

GRATUITIES:  Bellman gratuities at the hotel, daily maid gratuities

TRAVEL STAFF:  Cornerstone Travel staff to oversee program operations.

NOT INCLUDED: Airfare, optional sightseeing, passport fees, Panama departure tax, rollaway fees, meals other than as outlined, and any items of a personal nature.

RATE PER PERSON:

$2,245.00 per person based on double occupancy
$2,875.00 per person based on single occupancy
$1,998.00 per person based on triple occupancy (adults only)
$885.00 Per child twelve (12) to seventeen (17) sharing room with two adults
$475.00 Per child five (5) to eleven (11) sharing room with two adults
No charge for children four (4) and under

Maximum number of guests per room is 3 adults or 2 adults and 2 children (under 12 years). The hotel
cannot guarantee any additional beds or accommodations for the contracted room types including suites.

CANCELLATION: Registration to September 27, 2018 – Cancellation fee is $500.00; September 28, 2018 to arrival – non-refundable.

 

 

Seminar schedule will be outlined at first meeting and will be scheduled around tours.

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 TypeSingleCouple
Early Bird$1245$1415
Regular$1295$1465
   
  • 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.
  • 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 60 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 60 days prior to the scheduled event date. No refunds are possible after this timeframe.  However credit will be given towards a future seminar.

Approved PACE Program Provider by the Academy of General Dentistry
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, 2018 to September 30, 2020
Provider ID #209852
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