COLLIER ASSOC CMYK LOGO Inc (WHITE)

AGGRESSIVE BUSINESS, TAX & PRACTICE MGMT. SEMINAR

CABO SAN LUCAS, MEXICO

MAR. 24-28, 2025

20 CE CREDITS

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

COLLIER ASSOC CMYK LOGO Inc (WHITE)

AGGRESSIVE BUSINESS, TAX & PRACTICE MGMT.

CABO SAN LUCAS, MEXICO

MAR. 24-28, 2025

20 CE CREDITS

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

SUMMARY

At C&A seminars, Brandon Collier lectures extensively on issues affecting the business side of a practice. He is a leading authority on private practice transitions, proactive steps to take before a practice sale/purchase, strategies for maximizing a practice’s profitability and minimizing its 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 our classes, you are guaranteed to learn a lot while having a good time.

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

Corazon Cabo Resort & Spa

Known as “the luxe resort nestled in one of Mexico’s most idyllic beaches,” Corazon Resort, which opened in 2022 and is situated on Cabo’s only swimmable beach, is fresh, artsy, and modern. It has infinity pools, a full-service spa and 7 restaurants and bars, including Baja Brewing (the only microbrewery in Cabo) and Rooftop 360 - the highest and most lavish rooftop bar in Cabo, whose 360-degree views overlook the city skyline, Land’s End, Sea of Cortez and the Pacific Ocean. Nightlife is just steps away, and so is upscale shopping. Be sure to visit the famous El Arco, which is home to sea lions and other marine life.

Exceptional group rates start at $487 single/$526 double (including taxes) and are breakfast-inclusive.

SCHEDULE

Meeting Dates:
Mar. 24-28, 2025

Please arrive at the meeting room between 8:15 a.m. and 8:30 a.m. on Monday, March 24, 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

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

Promo Code: earlybird50

EARLY BIRD SPECIAL IF RESERVED BY FEB. 23, 2025: Doctor Only: $1565 | Doctor & Spouse: $1765

AFTER EARLY BIRD PRICING: Doctor Only: $1615 | Doctor & Spouse: $1815

agd-pace-logo

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

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!

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Talk to Collier & Associates Today

(216) 765-1199

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