Alaska Cruise - Collier and Associates Co. LPA
Aggressive Business, Tax, & Practice Mgmt. Seminar - Alaskan Cruise

Aggressive Business, Tax, & Practice Mgmt. Seminar - Alaskan Cruise

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.

Check out the great videos from National Geographic/Lindblad:

Alaska Expedition Experience
Southeast Alaska Exploring and Discovering

 

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.

We have an exciting opportunity to partner with Lindblad Expeditions-National Geographic for a phenomenal cruise to Alaska from approximately July 24-31, 2021.  The cruise will be “Exploring Alaska’s Coastal Wilderness,” aboard the 100-guest National Geographic Quest.

Here are a few of the inclusions:

  • All meals and non-alcoholic beverages aboard ship;
  • All shore excursions, sightseeing, and entrance fees during the voyage;
  • Use of kayaks and Zodiac landing craft;
  • Services of Lindblad’s Expedition Team:
    • Expedition Leader
    • Naturalist staff and expert guides
    • Wellness Coordinator
    • Undersea Specialist
    • Video Chronicler;
  • Services of a native Tlingit interpreter and National Park Service Ranger while in Glacier Bay;
  • All port charges, special access permits, service fees and taxes;
  • Voyage DVDs; one per couple/cabin

 

Itinerary

Day 1              Juneau, Alaska / Embark Ship

Day 2              Tracy Arm-Fords Terror Wilderness

Day 3              Petersburg

Day 4              Frederick Sound and Chatham Strait

Day 5              Icy Strait and the Inian Islands

Day 6              Glacier Bay National Park

Day 7              Southeast Alaska’s Islands, Bays & Fjords

Day 8              Sitka / Disembark Ship / Seattle   

                (Or Reverse depending on weather)

REGISTRATION

$1350Per Cabin

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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