Aggressive Business, Tax & Practice Mgmt. Seminar – Antigua

Aggressive Business, Tax & Practice Mgmt. Seminar – Antigua

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.

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

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.

WE HAVE SECURED OUTSTANDING GROUP RATES STARTING AT $427 DOUBLE OCCUPANCY.
YOU SAVE WHEN YOU TAKE ADVANTAGE OF OUR DISCOUNTED GROUP RATES COMPARED TO RATES PROVIDED ELSEWHERE.

Our group rate includes –

  • All Meals; Breakfast, Lunch and Dinner daily.  Note: A $40 per person surcharge will apply to dining at Piccolo Mondo
  • All beverages (by the glass)
  • Non-motorized Watersports, tennis, fitness center, live entertainment
  • 3 Free spa treatments per person with at least a 6 nights stay or 2 Free spa treatments per person with at least a 5 nights stay
  • All taxes, gratuities and service charges

Airport transfers and porter fees are not included in this rate.

We can guarantee this rate only if you register before December 1, 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.

 

Please arrive at the meeting room at the St. James’s Club between 8:45 and 9:00 a.m. on Monday, February 11, 2019, to sign in and receive course materials.  Lectures will be held from 9:00 a.m. to Noon, Monday through Friday, 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.

For Early Bird pricing, use promotion code EarlyBird50 at checkout. 

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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