Aggressive Business, Tax & Practice Mgmt. Seminar – Bend, OR

Aggressive Business, Tax & Practice Mgmt. Seminar – Bend, OR

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 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.

A limited number of rooms have been blocked for our group at the rate of $229.  The rooms will be held as a block, until July 1, 2019, unless exhausted earlier, at which time they will be released to the general public.

You save money when you take advantage of our discounted group rates compared to the rates provided elsewhere.

The new Springhill Suites Hotel is in the heart of the Old Mill District.  A walk along or float down the Deschutes River is steps from the front door.  Rates include a complimentary hot breakfast buffet and evening bar with local craft beer, wine and light fare.  Guests enjoy spacious suites, complimentary Wi-Fi, indoor pool, Jacuzzi, and fitness center with top of the line equipment. 

Tucked neatly between the snow-covered peaks of the Cascade Mountains and the inspiring high desert plateaus of Central Oregon, Bend, Oregon has evolved from a sleepy lumber town to an international mecca for outdoor enthusiasts and visitors in search of active and healthy vacation experiences and tourist attractions.  Dubbed the “outdoor playground of the West,” Bend is now world famous for both its outdoor pursuits and pristine beauty, in town or only a half hour away in the Cascades. 

Whether you’re seeking world-class river activities, the hiking and biking opportunities on endless miles of trail around the city, the trail running on Bend’s cutting-edge Urban Trail System, a living history trip to the High Desert Museum, or simply enjoying the vibrant energy of a hip, cosmopolitan mountain town, people from around the world visit Bend to get outside and to be inspired by the Bend lifestyle.

Catch an art exhibit, dine at an award-winning restaurant, in a real “foody” town, spoil yourself at one of the many spas, browse through the numerous craft stores and boutiques or trek the legendary Bend Ale Trail, the largest beer trail in the West.  Bend makes a great spot for family-friendly fun as well, from cool cave tours in some of Bend’s ancient lava tubes to watching raptors soar at the High Desert Museum, to pick fruit at the Bend Farmer’s Market, to hiking and biking. 

With some of the best weather in Oregon and known for its magnificent sunsets, Bend is a fascinating town and is sure to delight.

 

Please arrive at the meeting room at The Springhill Suites Hotel between 8:15-8:30 a.m. on Monday, July 29, 2019, to sign in and receive course materials.  Lectures will be held Monday through Wednesday 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 TypeSingleCouple
Early Bird$995$1140
Regular$1045$1190
At The Door$1095$1240
  • Early Bird pricing is valid only until 60 days prior to the event. To receive Early Bird pricing, use the promotion code EarlyBird50 as 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.

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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