Business, Tax & Financial Management
St. Thomas, USVI
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!
February 10-14, 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
Meeting Dates:
Feb. 10-14, 2025
Please arrive at the meeting room between 8:15 AM and 8:30 AM on Monday, February 10, 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.
Venue + Accommodations
The Westin Beach Resort & Spa at Frenchman's Reef
Set on the warm, sunny side of the island with magnificent beaches, and only a stone’s throw away from downtown Charlotte Amalie, Frenchman’s is in an ideal location. Enjoy fabulous, duty-free shopping, a great dining scene, and world class snorkeling on nearby St. Johns!
Fly into Cyril E. King International Airport – 5.3 miles away. No hotel shuttle, but taxis and transportation can be arranged by calling the concierge.
Resort Details
- 5 Restaurants & Lounges
- 3 Oceanview Pools + Hot Tub
- Heavenly Spa
- Fitness Center
- Beach Access
- Non-Motorized Watersports
- 15 Minutes from Airport
- No Passport Required
The Kids Club is available for children aged 4-12 and operates daily from 9 am to 1 pm. Rates are: Half Day (9:00am-1:00pm): $80 includes lunch and snack. Hourly (any time between 9:00am and 1:00pm): $25/hour lunch and snack are charged separately. Bookings can be made with Luben Daniel, ldaniel@frenchmansreef.co or Ta’Lore Morales, tmorales@frenchmansreef.co.
For private in-room childcare, the hotel recommends Caribbean Nanny Services. Parents can arrange this service by filling out the Marriott application available under the Child Care tab on their website, caribbeannannyservices.com. You may also contact them directly at 340-473-7500.
Group Room Rates
$595 / Night + Taxes
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 12/12/2024
$1565
Doctor & Spouse
EARLY BIRD PRICING ENDS 12/12/2024
$1765
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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