One Day Tax Update Seminar – Portland, Oregon

One Day Tax Update Seminar – Portland, Oregon

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.

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.

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.

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.

We have secured a terrific group rate of $259. 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 July 1, 2019, as rooms are often sold out before this date.


Portland is a gorgeous city!  It was recently highlighted by Lester Holt and NBC nightly news as one of 5 of America’s most exciting scenic and livable cities.  It is known as “Biketown, USA” for its hundreds of miles of bike lanes and the nations highest rate of cycling commuters to work.  Visitors likewise enjoy touring this beautiful city, filled with bridges, charming neighborhoods, parks, which all crisscross by the Willamette River.  There are 1,000 orange bikes at 100 stations to reserve and it is a great way to experience everything Portland has to offer.

There is so much to see and do in Portland that we recommend going to for a short summary of great activities to consider!  Some of the most popular are:

Washington Park, which contains the Oregon Zoo, International Rose Garden, Portland Japanese Garden, Hoyt Arboretum and Portland Children’s Museum, hiking and more.

Terrific Food, Art & Shopping – Portland’s walkable city has many eclectic neighborhoods, each filled with its special vibe.  From Downtown to Old Town, Division Clinton, Chinatown, to Nob Hill to the upscale Pearl and Hawthorne Belmont, each district highlights great restaurants, activities and shopping.  Alberta Arts District is known for its monthly street fair, “Last Thursday” in one of the cities most lively and diverse neighborhoods.  This evening should perfectly fit with our seminar dates.

Of all Portland’s nicknames “Drip City” is one of the most accurate.  With more than 40 roasters, the city is drenched with artisan coffee, where great coffee, pastry and coffee cocktails are served up in fun and unique settings.

Oregon Brewer’s Festival starts on July 24, 2019 – great timing!  Tapping some of the world’s best brews since 1988, this five-day rite of summer in downtown’s Waterfront Park draws thousands of attendees with beers from more than 90 craft breweries.

If you only have an extra day or two check out what locals love about Portland – It is a great jumping off point for trips to the Willamette Valley, where Oregon produces its famed Pinot Noirs; Mount Hood, a mecca for hikers and skiers alike; and the Oregon coast, a breathtaking collection of quaint towns, rugged cliffs, and windswept vistas.


To experience the true essence of Portland, a city with plenty of personality, there’s no better anchor than Kimpton Hotel Monaco Portland in all its fascinatingly eccentric glory.  From the moment you walk in the doors of the circa-1912 building, which was recently dubbed “Most Beautiful Hotel in Portland” by Architectural Design, guests will feel at home among the eco-chic digs, peppered with eclectic furnishings.  The Monaco has consistently ranked in the downtown top three Portland hotels on Tripadvisor, and for good reason – the cozy salon-style lobby, complimentary WiFi and bikes, spacious guest rooms, and the city’s best hosted wine tour.

A Downtown Portland Restaurant Worth Celebrating – Red Star Tavern
This is a tavern for the modern ages – spacious and warm, serving Northwest-inspired American dishes with ample use of local, organic ingredients.  Red Star Tavern is a hot spot worth dropping by any time thirst or hunger strikes.  The restaurant is particularly buzzing during the epic happy hour, which runs over 5 hours every day, from 2:00 p.m. – 6:00 p.m. and 10:00 p.m. – Close.  Indulge in small plates like Curried Chicken and Tavern Toast (with an olive relish and goat cheese).

Discover the Pearl District from Kimpton Hotel Monaco Portland - One of the most popular Portland destinations, the Pearl District is a shining example of urban renewal – what was once an area of industrial warehouses and abandoned railroad yards is now the city’s most cosmopolitan neighborhood.  Here, the cobblestone streets mix with gleaming buildings, and visitors will find a fun array of art galleries, boutiques, clubs, and cafes, along with some famous icons – Powell’s City of Books, Nirvana for literature lovers.  The bookstore occupies an entire block and is just a 5-minute walk from the hotel. 

The most-visited spot in all of Oregon happens to reside just a few blocks from the front door of the Monaco.  Pioneer Square hotel. Head over to Pioneer Courthouse Square, known as the city’s “living room,” for fantastic people-watching around the clock and lots of special events throughout the year. On Tuesdays and Thursdays during the summer, catch the Noon Tunes free lunchtime concerts, or visit the Portland Farmers Market on Mondays from June to October. All year-round, right in Pioneer Square, Portland, you’re likely to find locals playing chess, grabbing a bite to eat from a food cart, or just taking a moment to soak in some sun before catching a bus or the light rail to journey to another part of the city. If you want to head somewhere yourself but aren’t sure where, the on-site Travel Portland Visitor Information Center can offer ideas. A stay at our Pioneer Square hotel puts you right in the heart of many of Portland’s sights and sounds.


Please arrive at the meeting room of Kimpton Monaco Portland Hotel between 8:00 and 8:30 a.m. on Saturday, July 27, 2019, 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 TypeSingleCouple
Early Bird$395$495
At The Door$495$595
  • Early Bird pricing is valid only until 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, spouses, and key office staff members, except by special permission.

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.

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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