Business, Tax & Financial Management
Cabo San Lucas, Mexico
AGD Subject Code: 550 (Practice Management)
Teaching Method: Lecture
OUTLINE
This is our most comprehensive seminar! The full Business, Tax & Financial Management course covers a week’s worth of material, including aggressive but legal tax-saving strategies, maximizing retirement plan investing—from traditional and Roth IRAs to 401(k)s and cash balance plans—insurance doctors need (and should avoid), practice management to maximize profitability, employees and fringe benefit programs, practice transitions, financial planning and investing, estate and trust planning, and more. As with all our courses, the information is direct, easy to implement, unbiased, and sprinkled with a healthy dose of humor!
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.
HOTEL/RESORT
Corazon Cabo Resort & Spa
Known as “the luxe resort nestled in one of Mexico’s most idyllic beaches,” Corazon Resort opened in 2022 and is situated on Cabo’s only swimmable beach; it is fresh, artsy, and modern. It has infinity pools, a full-service spa, and 7 restaurants and bars. Two notable options include 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 and upscale shopping are just steps away from the resort. Be sure to visit the famous El Arco, home to sea lions and other marine life.
Bed & Breakfast Package group rates include daily accommodations, a daily breakfast buffet at Aleta Restaurant or Corazon Beach Club, and all applicable taxes, fees, and gratuities. The resort fee includes wireless internet access, coffee capsules in the room, access to the beach club and towels (reservations required), access to Rooftop 360, and access to the fitness center.
Infinity Sunset / City View Run of House: $487 per night, based on single occupancy
Infinity Sunset / City View Run of House: $526 per night, based on double occupancy
Infinity Ocean View Run of House: $616 per night, based on single occupancy
Infinity Ocean View Run of House: $654 per night, based on double occupancy
**For children and additional room guests, increase the total by $29 USD per day, plus taxes.
See hotel info through the link below. NOTE: SEMINAR GUESTS ARE REQUIRED TO STAY IN OUR ROOM BLOCK. YOU WILL RECEIVE A BOOKING LINK FROM US AFTER REGISTERING.
SCHEDULE
Meeting Dates:
Mar. 24-28, 2025
Please arrive at the meeting room between 8:15 AM and 8:30 AM on Monday, March 24, to sign in and receive course materials. Lectures will be held from 8:30 AM to 12:30 PM, Monday through Friday with question-and-answer periods after the meetings. Outlines will be used as a guide to the course.
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!
SPEAKER
Brandon Collier
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.
Financial Disclosure: Brandon is the President of Collier & Assosciates, Inc. and a Partner in Collier & Associates Co., L.P.A
Seminar Registration
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
If you have any questions, please call 216-765-1199 for more information.
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, 2024 - September 30, 2028
Provider ID #209852
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!
Travel Insurance Options
C&A has partnered with Travel Guard and CSA Travel Protection (Generali) to help attendees feel secure while traveling. Click on an image below to obtain coverage information and build your quote.
Please note that while Collier & Associates, Inc. is authorized to sell Travel Guard (AIG) and CSA products, our staff are NOT licensed agents and cannot answer any policy questions. Only Travel Guard or CSA agents should address all policy questions. Thank you!
Travel Guard Customer Service Line: 800-927-4357
CSA Customer Service Line: 800-348-9505