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.

The Lodge at Mountaineer Square

Part of the Elk Mountain Range, Crested Butte is referred to as Colorado’s “last great ski town.” This quaint, coal mining-turned-ski destination is full of history and adventure! The Lodge at Mountaineer Square is the newest, luxury slope side resort, just steps away from the chairlift. Between slope times, stop by the local museums or stroll down historic Elk Avenue, which is filled with unique shops and restaurants, colorful buildings, art galleries and eclectic bars. Kids enjoy the Winter Adventure Park, which is located at the base of the mountain and features bungee trampolines. Other winter activities include biking and horseback riding (yes, on snow!), snowshoeing, ice skating, dogsledding and snowmobiling tours.

Exceptional group rates of $345 (plus taxes) are breakfast-inclusive.

Meeting Dates:
Feb. 29-Mar. 3, 2024

Please arrive at the meeting room between 7:15 a.m. and 7:30 a.m. on Thursday, February 29, to sign in and receive course materials.  Morning lectures will be held from 7:30 a.m. to 9:30 a.m., Thursday through Sunday, and evening lectures will resume from 4:00 p.m. to 6:30 p.m., Thursday through Saturday, 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.