COLLIER ASSOC CMYK LOGO Inc (WHITE)

AGGRESSIVE BUSINESS, TAX & PRACTICE MGMT. SEMINAR

COSTA RICA

MAR. 27-31, 2023

20 CE CREDITS

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

COLLIER ASSOC CMYK LOGO Inc (WHITE)

AGGRESSIVE BUSINESS, TAX & PRACTICE MGMT.

COSTA RICA

MAR. 27-31, 2023

20 CE CREDITS

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

SUMMARY

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. 

OUTLINE

COURSE OUTLINE:

  • 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.

SPEAKER(S)

BRANDON S. COLLIER, J.D., LL.M.

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.

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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.

HOTEL/RESORT

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.

We are partnering with CAT tours, a company we have used many times, who help facilitate all our activities.

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
  • Use of the tennis courts (until 6pm)
  • Table games coordinated by our activities department
  • Bellboy and wait staff gratuity
  • Standard High Speed Internet Access / Complimentary Wi-Fi
  • Nightly shows
  • Westin Kids Club®

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.

SCHEDULE

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.

REGISTRATION

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.

SEMINAR ATTENDEE BONUSES

  • 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!

SEMINAR REGISTRATION

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

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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.

CANCELLATION POLICY:
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!

Have a friend or colleague who you think will enjoy this seminar?
Invite them to join us!

Talk to Collier & Associates Today

(216) 765-1199

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