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.

Jungle Bay Dominica

Jungle Bay, a “nature-inspired luxury escape,” is the place to go for adventure and rejuvenation. At this award-winning, eco-friendly resort and spa, you’ll savor the organic healthy meals and tropical island fruit juices (with many ingredients grown on property!) which are part of our group’s all-inclusive rates. The island itself is full of pure natural beauty, with about half of the land covered in untouched rainforest. You’ll also find volcanoes, hidden waterfalls, hot springs and tropical gardens. It is the best island in the Caribbean for nature lovers, and has many activities like snorkeling and diving, hiking, whale and dolphin watching, and sunset yoga. Jungle Bay is only a 5-minute-drive from the Nature Island dive shop and almost 20 dive sites are less than 15 boat minutes from there. 

*THIS IS A HIGHLY RATED AND TRULY UNIQUE (ALL LUXURIOUS ECO VILLAS) WELLNESS-FOCUSED RETREAT RESORT*

*Please note that while Jungle Bay does serve alcoholic beverages, since it is more of a "wellness retreat", alcohol is not part of the all-inclusive package.

Fly into Dominica Melville Hall Airport (DOM).

*ALL-INCLUSIVE* Amenities:

• Accommodation in Villa Rooms or Private Villa Suites for 7 nights
• Airport pickup and return transfer (it's a scenic 90-minute drive from DOM airport to Jungle Bay)
• All ORGANIC healthy meals and fresh island fruit juices *Please note that while Jungle Bay does serve alcoholic beverages, since it is more of a "wellness retreat", alcohol is not part of the all-inclusive package.
• Infinity Pool
• Onsite Calabash Restaurant & Bar, which offers a range of vegan, vegetarian, fresh fish and seafood as well as chicken dishes along with organic local produce to create delicious Caribbean fare.
• Weekly cooking classes

For 7 nights, our *all-inclusive* group rates start at $2,875 single/$3,937 double (taxes included).

*Upgrades available for private villas and ocean views. Discounted rates for children.

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For those wishing to partake in the resort's adventure & spa program, you can upgrade your reservation to include the Signature Inclusive Adventure Wellness Package.

The package entitles you to participate in as many activities offered during your stay, at no additional cost.

If you are looking to get the real adventure experience where everything is taken care of then the value of this package represents a significant savings versus if you choose to pay for these items a-la-carte.

Adventure Wellness Package Upgrade includes:

• Every ALL-INCLUSIVE Amenity listed above
• Daily scheduled hikes & activities around Dominica - excursions to explore hidden waterfalls, ocean pools, and natural hot springs, sea kayaking, snorkeling at Champagne Reef, into the capital of Roseau for shopping, etc.
• Half-hour daily spa treatments for persons 12 years and older
• Yoga - Classes are beginner’s level, but instructor will share modifications for intermediate students. Yoga styles are Hatha, Vinyasa, Restorative and Yin.

For 7 nights, our *all-inclusive* + Adventure Wellness Package Upgrade rates start at $3,787.91 single/$5,856.76 double (taxes included).

*Upgrades available for private villas and ocean views. Discounted rates for children.

Meeting Dates:
Feb. 5-9, 2024

Please arrive at the meeting room between 8:15 a.m. and 8:30 a.m. on Monday, February 5, 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.