This seminar will help you save taxes, retire wealthy and be better at running the business of your practice. The goals are simple—to conduct a tax-deductible seminar at a delightful site, for a modest cost, and have the doctor and spouse learn enough to more than pay for the trip.

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.

WILD ALASKA ESCAPE: HAINES, THE INIAN ISLANDS & TRACY ARM FJORD

Travel with Lindblad Expeditions Aboard National Geographic Sea Bird

DAY 1
Sitka / Embark Ship
Arrival Time: Arrive by 2:00 p.m. local time.
Arrival City: Sitka
Arrive in Sitka, Alaska, situated on the western coast of Baranof Island and overlooking the Pacific Ocean, in the early afternoon and embark National Geographic Sea Lion or National Geographic Sea Bird in time for cocktails and an introduction of the vessel staff and crew.
Meals included: dinner

DAY 2
Exploring Baranof or Chichagof Island
Explore the breathtaking bays of Baranof or Chichagof. Both islands are part of the ancient Tongass National Forest. Chichagof harbors one of the highest concentrations of brown bears in the world, and both islands are home to diverse wildlife. Kayak or paddleboard along rugged coastlines and go hiking through the temperate rainforest, listening for bald eagles calling out from the tops of towering spruce and hemlock trees.
Meals included: breakfast, lunch, dinner

DAY 3
Icy Strait & the Inian Islands
Spend today searching for wildlife in nutrient-rich waters where the Pacific Ocean meets the Inside Passage. Options include a Zodiac cruise among the Inian Islands, home to a sizeable population of Steller sea lions; kayaking in the protected coves of Chichagof Island; or hiking in lush temperate rain forest where bald eagles dot the canopies.
Meals included: lunch, dinner, breakfast

DAY 4
Haines
A paradise for adventure seekers, Haines offers the chance to cycle along the edge of a glacial fjord, go fly fishing for salmon and Dolly Verdon trout, or choose from an array of world-class hikes. Other options include a visit to the ancient Tlingit village of Klukwan for a dance demonstration and cultural interpretation before rafting down the Chilkat River. This day brims with options.
Meals included: lunch, dinner, breakfast

DAY 5
Tracy Arm-Fords Terror Wilderness
Wake up in Tracy Arm or Endicott Arm, part of the Tracy Arm-Ford’s Terror Wilderness. Cruise through this glacier-sculpted fjord, then set out to explore by Zodiac. View the soaring Dawes or South Sawyer Glacier up close—and keep an eye out for the dramatic sight of huge slabs of ice breaking off and crashing into the water below. If conditions permit, paddle a kayak below the steep walls of the fjord. Celebrate your voyage with a farewell dinner on board.
Meals included: breakfast, lunch, dinner

DAY 6
Juneau / Disembark Ship
After breakfast, disembark in Juneau and transfer to the airport for your flight home.
Departure Time: After 1:00 p.m. local time.
Departure City: Juneau
Meals included: breakfast

Note -itinerary is subject to change. Be sure to check the recommended flights and times before booking your air.

  Charter Includes:

• Five nights’ shipboard accommodations aboard the National Geographic Sea Bird for 62 guests
• Roundtrip group transfer from the airport to the ship for guests based on recommended arrival times.
• All meals and non-alcoholic beverages aboard ship
• Complimentary alcoholic beverages (excludes super premium brands)
• All shore excursions, sightseeing, and entrance fees during the voyage
• Use of kayaks, paddleboards, and expedition landing craft
• Services of Lindblad’s Expedition Team:
  • Expedition Leader
  • Naturalist staff and expert guides
  • Undersea specialist
  • Wellness Coordinator
• Services of a Certified Photo Instructor
• Access to our Tools for Exploration:
  • Bow camera
  • Hydrophone
  • Splash-cam
  • Underwater video camera
  • Video microscope
• All port charges, special access permits, service fees and taxes
• All gratuities to local guides
• Services of our Charter Coordinator
• Complimentary post-voyage portfolio web link

 Charter Excludes:

• All airfare
• Passport and visa expenses (if necessary)
• Travel protection plan
• Items of a personal nature (alcoholic beverages not noted above, wi-fi etc.)
• LEX Wellness spa and treatment services
• Gratuities to ship’s staff and crew are at Charterer’s / guests’ discretion ($25 per person, per day recommended, based on ’23 recommendations)

Unused services or items included in our programs are nonrefundable.

CABIN PRICING PER PERSON (MUST HAVE 2 PEOPLE PER CABIN):

Category 1:  $5,372

Category 2:  $6,672

Category 3:  $7,737

Meeting Dates:
Aug. 1-6, 2025

Because this is such a different type of seminar, there aren't set meeting times at the moment. We will let all attendees know what times to meet.

 On the first day of the seminar, you will sign in and receive course materials.  Lectures will be held from at varying times the rest of the week 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 FOR AGGRESSIVE BUSINESS, TAX & PRACTICE MANAGEMENT WILL OPEN AFTER MARCH 1, 2024.

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!