MAR. 27-31, 2023


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




MAR. 27-31, 2023


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


At our C&A seminars, Brandon lectures extensively on issues affecting the business side of a practice. He has become a leading authority on private practice transitions, proactive steps to take before a practice sale/purchase, strategies for maximizing your practice’s profitability and minimizing your tax burden, investing for retirement and much, much more. We do not sell any products at these seminars - only knowledge and insight.  

Many of our clients are repeat seminar attendees, and excited to take our courses year after year. We still haven’t figured out if it’s because of the destinations we choose or the education they receive. Either way, by registering for one of the classes below, you are guaranteed to learn a lot while having a good time.  

We are in constant contact with the hotels and are only presenting meetings in locations that are aggressively and conscientiously setting up safe environments. 



  • Tax Law Changes and an Aggressive But Legal Approach to Cutting Taxes - The course content will address tax law changes that came out of the COVID-19 pandemic and its aftermath. 
  • New, Improved Retirement Plans - New tax savings 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. 
  • Estate Planning – Tips for a new era of higher tax rates and lower lifetime exemptions. 
  • Insurance Needs - Appropriate levels (if any) of life, disability, liability, and long-term care insurance. What the insurance sales people prefer you don’t know. 
  • Practice Transitions - How to find a buyer for your practice, how practices are appraised and how to structure the transition to save tax. 
  • Growing Your Portfolio Through Sound Investing - How to build your portfolio while working, and how to reposition them.


Upon completing this course, the attendee will be able to:

  • Effectively communicate with their tax consultant or CPA on recent tax law changes.
  • Communicate with retirement plans administrators and better understand their retirement plan options and benefits.
  • Manage supplier costs, know how to effectively implement fee increases, and exercise simple marketing tactics that convert.
  • Have a foundational understanding of estate planning and applicable tax rates and exemptions.
  • Appropriately select the best insurance products for the needs of their family and practice.
  • Find a buyer or seller for their practice transition needs, apply foundational appraisal methods and deal structures that can save on taxes.
  • Financially navigate in the current economic climate, draw a personal financial roadmap and evaluate their comfort zones in taking on risks.



Brandon is an expert attorney who specializes in representing the dental profession. He has headed the 50-year firm since 2010. 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 bachelor's degree from the University of Pennsylvania, cum laude, a Juris Doctor Degree from Case Western Reserve University School of Law, and a Master's Degree in Taxation from the New York University School of Law.


Financial Disclosure: Brandon is the President of Collier & Assosciates, Inc. and a Partner in Collier & Associates Co., L.P.A

CE Planning Committee
Members of the CE planning committee have no relevant financial relationships to disclose.


The Westin Reserva Conchal, an All-Inclusive Golf Resort & Spa

The Guanacaste region of Costa Rica has an exceptional coastal, forest and mountainous landscape. The country is a world-renowned sanctuary for exotic flora and fauna, with numerous national parks and wildlife reserves that shelter its unique plant and animal life. It’s a true delight to visit, since it is also rich in culture and heritage. Visitors can choose from a host of activities: sportfishing (especially swordfish), diving, horseback riding, bird watching, hiking in gorgeous national parks filled with wildlife and waterfalls and rafting, to name only a few.

Set on 2,400 scenic acres, we have chosen The Westin Reserva Conchal, an All-Inclusive Golf Resort & Spa, for our seminar destination.  Boasted as an “eco-friendly retreat set between the exotic forests and unspoiled beaches of Costa Rica’s North Pacific Rivera,” the resort is in a truly ideal location along the unspoiled Playa Conchal beaches. Guests enjoy two lagoon style pools with swim-up bars, an 18-hole/par 71 championship golf course designed by Robert Trent Jones II, three floodlit tennis courts, a full treatment spa, workout fitness studio, and 13 bars and restaurants specializing in seafood, Asian, steakhouse, Italian and international cuisines. There are also daily activities ranging from morning yoga and recreational bike tours to nightly, family-friendly shows in the theatre.

Fly into Daniel Oduber Quiros International (LIR)– 30 miles – there is no shuttle service, but you can reserve private cars from hotel.

Resort Amenities

  • Non-motorized water sports & Morning Yoga
  • Use of the tennis courts (until 6pm)
  • Table games coordinated by our activities department
  • Recreation Bike Tour
  • Bellboy and wait staff gratuity
  • Standard High Speed Internet Access / Complimentary Wi-Fi
  • Nightly shows -Each evening, they present a family friendly, unique show in the theater area. Check in with the Activities Desk for the night’s program.
  • Westin Kids Club®The Westin Kids Club offers activities for kids ages four through 12 in a fun-filled, kid friendly environment. The activities may include the following or others depending on programming. A large outdoor play area features swings, slides, and more; indoors, kids can work on arts and crafts projects, play board games, or watch movies. Our club also offers kid-size nap areas, an arcade and game room with a variety of great video games, and an adventure-packed eco-recreational team. Our eco-recreational team arranges educational fun such as eco-hiking, where kids can search for interesting flora and fauna living on resort grounds.

    Other options include Spanish lessons, trail hikes, swimming, or a trip to the nearby beach. Snacks and meals are provided throughout the day, and guests can use the facility free of charge as part of the all-inclusive package. No advance reservations are required.

Food & Beverage Services

  • Meals (at resort restaurants)
  • Select alcoholic and non-alcoholic drinks
  • Refreshment center/Minibar (stocked once daily, second refill for a fee)
  • 24-hour complimentary room service

For this all-inclusive destination, our great room block rates are $515 double.



*If you are arranging transportation from the airport to the resort with CATours:

The main contact, Zianny Perez, can be reached via email or phone at:




Super Combo Tour Full Day Tour 
*age restriction: must be at least 6 years old to do the zipline*     
Where? @ Vida Aventura Nature Park

Type of Tour: Adventure / Health

Physical Challenge: Medium

Tour Goal: Have fun in our park

What you do: Canopy Tour, Horseback Riding, Viewing Two Volcanoes, Mud Bath, Hot Springs, Kids Water Slide.

Duration: Full Day / 8+ Hours Duration

Rack Price: $160.00


This is the best-selling tour in Guanacaste. It’s the perfect mix of adventure and pleasure in one day. Friends, couples, or families, this tour is made for everyone! If you only have one day free to see the country, this tour will give you the best value for your money. You will experience zip lining, horseback riding, two volcanoes, waterfalls, hot springs, and mud baths all in one day! Vida Aventura is in the Guanacaste Mountain Range, so you can enjoy all of these exciting activities without the high temperatures and the hot and humid climate of the lowlands.

Includes: A/C Transportation, bilingual tour guide, canopy tour, horseback riding, waterfalls visit (seasonal), hot springs, lunch. All Taxes

Please wear: T-shirt, shorts, tennis shoes, bathing suit, and long pants for the horseback ride

Please bring: Extra clothes, sunscreen, mosquito repellent, and a camera


7:00 am                      Pick up time

9:00 am                      @ Vida Aventura

10:00 am                    Activities: Zip line, Horse Back Ridding

12:30 pm                    Lunch

1:00 pm                      Enjoy Thermal Pools

3:00 pm                      Head back to hotel

5:00 pm                      Back at the hotel


Jungle Cruise half day

Where? at Tempisque River, Palo Verde National Park, Bolson. Guanacaste

Type of Tour: Focus on Nature and Culture

Physical Challenge: Easy

Tour Goal: Spot wild life, experience local culture.

What you do: Cruise through the Tempisque river

Duration: Half Day / 5+ Hours Duration

Rack Price: $110.00


25% of CR is on protected areas.

The #1 tour of the last ten years just got a special twist! The whole purpose of this tour is to spot monkeys and other wildlife, like birds, crocs, iguanas and a lot more, while you cruise down the Tempisque River.

Includes: A/C Transportation, bilingual driver, entrance to the National Park, soft drinks and water. All Taxes

Please wear: Comfortable clothing

Please bring: Sunscreen, mosquito repellent, and a camera


1:00 pm                      Pick up time

2:30 pm                      Arrival to Tempisque River

4:00 pm                      Out of the boat

5:30 pm                      Back at the hotel


Sunset Catamaran

Where? @ Coco or Tamarindo Beach

Type of Tour: Adventure / Relax

Physical Challenge: Easy

Tour Goal: Enjoy the sunset from the coastline

What you do: Snorkeling, Catamaran Sailing

Duration: Half Day 4-6 Hours

Rack Price: $160.00


Your tour will start aboard one of our Catamarans at Coco or Tamarindo beach, giving us access to some of the most beautiful, isolated beaches and snorkel locations in Costa Rica.  There you will have the opportunity to experience marine wildlife such as: dolphins, whales, sea turtles, tropical fish, and manta rays. Sailing along the coastline will give you a completely different view of Costa Rica and our professional and friendly crew will make your experience on board a memorable one, serving you refreshments throughout the cruise. Also, you can take part in activities that are suitable for all ages, such as: guided snorkel tours, swimming, kayaking, and fishing.  Sailing back at sunset is the perfect end to an unforgettable Costa Rican experience.

Includes: A/C Transportation, bilingual Tour Guide, catamaran, snorkel, snacks, drinks

Please wear: Shorts, T-shirt or swimsuit and sandals.

Please bring: Sunscreen, hat, camera.


12:30 pm                    Pick up

1:00 pm                      at the boat

6:30 pm                      Back at the hotel


Coffee Tour

Where? Diriá Coffee tour

Type of Tour: Nature / Cultural

Physical Challenge: Easy

Tour Goal: Experience local culture, taste local cuisine, learn the coffee process.

What you do: Visit a coffee factory

Duration: Half Day / 5+ Hours Duration

Rack Price: $120.00

After lunch, we will visit The Beneficio Matambú home of the Diriá Coffee, where you can learn about the different processes of coffee production in the area and the treatment of solid and liquid wastes. The day will not be complete without a taste of the exquisite Diriá Coffee.

Includes: A/C Transportation, bilingual Tour Guide, entrance to the National Park, boat trip, lunch, entrance to the coffee tour at Beneficio Matambú. All Taxes

Please wear: Shorts, T- shirt, Tennis shoes

Please bring: Sunscreen, hat, mosquito repellent, a camera


1:00 pm                      Pick up time

2:15 pm                      Diriá Coffee

6:00 pm                      Back at the hotel


CR Traditions and Rum Experience

Where? at El Viejo Wetlands
Type of Tour: Cultural
Physical Challenge: Easy

Tour Goal: Learn about the process of Sugar Cane and how the best Rum is done.
What you do: Learn about Costa Rica Culture and Rum
Duration: Half Day / 5-6 hours

Rack Price: $150.00


In the middle of the grass plains of Guanacaste, Hacienda El Viejo is surrounded by sugarcane crops and the most important river in the Blue Zone of Costa Rica, Rio Tempisque. With a house of more than 150 years old and former home to presidents of both Costa Rica and Nicaragua comes the first Costa Rican Rum Experience by Sabandi. Feel the contact with earth and our roots, prepare your senses as we experience the whole process of producing high quality Rum from our purest sugar cane. View the extracting and cooking of the sugar cane juice in an artisanal way, until you reach the distiller where you will get the first liquors and highest purity. Our Rickhouse awaits your taste buds, which age and improve the flavors of our Sabandi Rum in its oak barrels. The aged Sabandí rum, distilled on premises, boasts its characteristics and differences with each sip. Enjoy the end of the tour with a delicious cocktail made with Sabandi Rum and the stunning views of our lagoon, Relax and enjoy the birds, and peacefulness of the most emblematic haciendas of the last century in the North Pacific of Costa Rica.

Includes: A/C Transportation, bilingual driver, Entrance to el Viejo. All Taxes
Please wear: Comfortable Cloth, T-shirt.
Please bring: Sunscreen, hat, Camera


1:00 pm                                  Pick up time

3:00 pm                                  at El Viejo Wetlands
6:00 pm                                  Back at the hotel

ATV & Canopy Tour
*age restriction: must be at least 8 years old to ride with an adult, and at least 16 years old to ride alone* 

Where? @ El Roble

Type of Tour: Adventure

Physical Challenge: Medium

Tour Goal: Have fun

What you do: Zip Lining and All Terrain Vehicles

Duration: Half Day 4-6 Hours

Rack Price: $99.00


This tour is an unforgettable experience. After a short hike through the forest, we will get up to a platform on the ground. Swing from tree to tree over steel cables exploring the different levels of the canopy. Expert guides and strict safety measures will allow you to fully enjoy this half day fascinating adventure. After this, you will have fun driving the ATVs around the hills of Hacienda El Roble, there you will see the beautiful scenery of the Dry Forest of Costa Rica.

Includes: A/C Transportation, bilingual Tour Guide. All Taxes

Please wear: Shorts, T-shirt, Tennis shoes.

Please bring: Sunscreen, hat, camera.


1:00 pm                      Pick up

1:45 pm                      Canopy Tour and Zipline

5:30 pm                      Back at the hotel


Meeting Dates:
Mar. 27-31, 2023

Please arrive at the meeting room between 8:15 a.m. and 8:30 a.m. on Monday, March 27,to sign in and receive course materials.  Lectures will be held from 8:30 a.m. to 12:30 p.m., Monday through Friday, with question and answer periods before and after the meetings. 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.


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.
  • 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.


  • Returning doctors who bring a new attendee will each get 10% off the seminar registration fee if registering together.
  • Bigger Bonus for doctors who have attended 3 seminars in the last 5 years and bring a new dentist or veterinarian colleague, your registration is a gift from us—up to a $1500 value!

NOTE: Discounted offers do not stack. Only one bonus or discount can be applied per transactional order. Thank you!


Call our office to register and reserve your 7-night stay!

If you have any questions, please call 216-765-1199 for more information.

Promo Code: earlybird50

EARLY BIRD SPECIAL IF RESERVED BY JAN. 24, 2023: Doctor Only: $1380 | Doctor & Spouse: $1560

AFTER EARLY BIRD PRICING: Doctor Only: $1430 | Doctor & Spouse: $1610


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, 2020 - September 30, 2024
Provider ID #209852

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ADA_CERP_Logo_RGB (official)

Collier and Associates, Inc. is an ADA CERP Recognized Provider.

ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry.

Collier and Associates, Inc. designates this activity for 20 continuing education credits.

We understand that emergencies arise. If you can't make it to a seminar, please inform us 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 in writing of the cancellation at least 30 days prior to the scheduled event date. No refunds are possible after this timeframe. For cancellation within 30 days, a credit will be provided towards a future seminar for medical emergencies only. Account credits must be used within one year of the issue date.

* Collier & Associates, Inc. is not responsible for reimbursement of any registrant's expenses related to a cancelled or postponed seminars. Understanding the cancellation policy for contracted hotels is the responsibility of the attendee.

As a courtesy, C&A would very much appreciate your informing us as soon as possible of any cancellations intended so that we can alert those who are on waiting lists, which allows them time to schedule their flights. Thank you for your cooperation!

C&A has partnered with Travel Guard and CSA Travel Protection (Generali) so that our Attendees can feel secure while traveling. Select your choice of coverage below by clicking one of the graphic links to obtain coverage information and build your quote.

Please note that Collier & Associates, Inc and staff are NOT licensed agents and cannot answer any policy questions. Our firm is only authorized to sell Travel Guard (AIG) products. Travel guard agents should address all policy questions. Thank you!

Please note that Collier & Associates, Inc., and staff are limited in answering any policy questions. Our firm is an authorized partner with CSA Travel Protection (Generali) and able to offer their travel insurance products. We can (limitedly) address questions online vs. the phone due to coordinating questions with our CSA travel partners. Thank you!

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Talk to Collier & Associates Today

(216) 765-1199

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