Business, Tax & Financial Management
Cabo San Lucas, Mexico
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!
March 24-28, 2025
Essential Information
Topics Covered
- 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.
Learning Objectives
- 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.
Seminar Schedule
Mar. 24-28, 2025 | 8:30-5:30pm + Q&A to Follow
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. Outlines will be used as a guide to the course. Seminar attendees will enjoy coffee and refreshments in the meeting room after sign-in. There will also be a stretch break and snacks during the afternoon portion of our seminar.
For complete candidness, tape recorders will not be allowed.
Venue + Accommodations
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.
NEAREST AIRPORT: Los Cabos International Airport (SJD)
Bed & Breakfast Package Group Rates Include:
-
- Daily accommodations
- Daily breakfast buffet at Aleta Restaurant or Corazon Beach Club
- All applicable taxes, fees, and gratuities
Resort Fee Includes:
- Wireless internet access
- Coffee capsules in the room
- Access to the Beach Club (reservations required) and towels, fitness center, and Rooftop 360 Bar
Group Room Rates
Infinity Ocean View Single: $616/night or Double: $654/night
Infinity Sunset City View Single: $487/night or Double: $526/night
Meet the 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.
Seminar Registration
After registering for the seminar, you will receive a booking link via email to reserve your accommodations in our discounted room block. If you have any questions, please call our office at (216) 765-1199.
Doctor Only
EARLY BIRD PRICING ENDS 2/23/25
$1615
For $50 OFF at Checkout
Doctor & Spouse
Early bird period ends 2/23/25
$1815
For $50 OFF at Checkout
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.
Course Information
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!
Protect Your Trip with Travel Insurance
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
Media Policy & Disclosure
At Collier & Associates, Inc. (also referred to as C&A), we believe that using photos of attendees of all ages in our print and web publications fosters a greater sense of belonging and community. We use photos to enhance the quality of our print materials, newsletters, website, social media, and other publicity.
As a participant in C&A seminars, you have a right to opt-out of inclusion in photographs/media, but unless a “Media Opt-Out Release” is signed and on file at the C&A office with a referenced image of the person opting out, participation in C&A activities implies permission for the use of media taken at our events.
C&A will never post images with identifying information such as email address, address, or family members’ names. No special compensation is provided to any individual included in media taken at C&A seminars. C&A does not contact individuals to notify them if or when their images are used.
Individuals who have submitted a completed “Media Opt-Out Release” form should make reasonable efforts to alert photographers and videographers in their vicinity taking pictures so that they are not accidentally captured in crowd shots.
This opt-out form does not apply to photos that might be taken and used by others who attend our seminars.
Complete and return this form to the office of Collier & Associates, Inc. ONLY if you do NOT permit us to use your photo, audio, or video in C&A publications or publicity, including printings, social media, or the website. A current photo of the individual MUST accompany this opt-out.
Terms & Conditions
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