COLLIER ASSOC CMYK LOGO Inc (WHITE)

PRACTICE TRANSITIONS SEMINAR

SANTA FE, NM

MAY 19-20, 2023

8 CE CREDITS

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

COLLIER ASSOC CMYK LOGO Inc (WHITE)

PRACTICE TRANSITIONS SEMINAR

SANTA FE, NM

MAY 19-20, 2023

8 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

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.

COURSE OUTLINE:
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.

 

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

  • Take the appropriate steps to prepare to sell or buy their practice.
  • Exercise common practice valuation methods.
  • Know how to apply for financing and have an understanding of financing strategies.
  • Apply basic contract negotiation strategies.
  • Communicate effectively with their consultant or attorney to ascertain their preferred legal and tax structure for their practice transition.
  • Better understand the tax implications and benefits that are associated with buying (into) or selling a practice.
  • Understand what happens to a corporation at retirement.

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

Eldorado Hotel & Spa

Santa Fe, our nation’s oldest capital city, is a fascinating blend of Anglo, Spanish and Native Cultures. It is no wonder it ranks as #2 on the Conde Nast Traveler Readers’ Choice awards for 2021. Its unique beauty – set against The Sangre de Cristo majestic mountain range, clear skies and magnificent sunsets – has attracted top artists, chefs, and wellness experts. Whether you visit for the renowned art, fabulous restaurant scene, outdoor activities or cultural history tours, Santa Fe is extraordinary.

Santa Fe's Canyon Road is a must for art lovers.  In addition to great art and scenery, Santa Fe is noted for its fine shopping, especially silver and leathers.  It is a very walkable town, and there are many shops to explore, as well as the native Silver Market held in the main square.  Walking tours are a terrific way to learn about the local history, architecture and lore.

Some of the outstanding local museums include the Museum of International Folk Art, the Georgia O'Keefe, Palace of the Governors and the Museum of Indian Arts and Culture to name only a few.

There is a huge abundance of activities for you to enjoy in the Santa Fe area. Only a short, scenic drive away is Los Alamos. We have loved the Bradbury Science Museum in Las Alamos and hiking at Bandelier National Monument, which has more than 32,000 acres of wilderness and 60 miles of trails.  Bandelier is well known for the extensive Anasazi cliff dwellings that date back to 1100 A.D.  Also, the list of scenic drives is endless -- Santuario de Chimayo; a famous pilgrimage church, old mining towns, Native American reservations, and another great town, just one hour north - Taos.

After all that activity, you will certainly have an appetite and will find the area restaurants superb! We enjoy Santacafé, La Boca (Spanish tapas) Bouche (French), Coyote Café & Rooftop Cantina, Geronimo, The Compound Restaurant, The Pink Adobe and for local flair, Maria's New Mexico Kitchen (for margaritas and ribs).  Café Pasqual’s is famous for brunch, and Gabriel’s, on the ride north to Bandelier, is wonderful for lunch.  The Concierge (505-988-4455) can assist with dining reservations and tours.

The AAA Four-Diamond Eldorado is ideally located in the heart of historic downtown, and is walkable to nearly everything. This luxury hotel is a terrific blend of Southwestern design and New Mexican culture. We have always enjoyed the Eldorado for many prior seminars. With its award-winning spa, rooftop pool, great casual fine dining, and beautifully appointed guest rooms, it is a great place to stay.

Our group rate at the Eldorado is $259 (plus taxes) per night.

SCHEDULE

Meeting Dates:
May 19-20, 2023

Please arrive at the meeting room between 8:00 a.m. and 8:30 a.m. on Friday, May 19, to sign in and receive course materials. The lecture will be held from 8:30 a.m. to 12:30 p.m. on Friday and resume on Saturday, May 20, 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

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. Online registration coming soon!

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

Promo Code: earlybird50

EARLY BIRD SPECIAL IF RESERVED BY MAR. 20, 2023: Doctor Only: $1020 | Doctor & Spouse: $1135

AFTER EARLY BIRD PRICING: Doctor Only: $1070 | Doctor & Spouse: $1185

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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 8 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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