Business, Tax & Financial Management
Gros-Islet, St. Lucia
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 1-5, 2027
Course 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
Room Block Dates:
January 30 – February 6, 2027
Meeting Dates:
February 1-5, 2027
Please arrive at the meeting room between 8:15 AM and 8:30 AM on Monday, February 1st, to sign in and receive course materials. Outlines will be used as a guide to the course.
We will host a welcome party on Monday, February 1st from 6-7pm, and a group dinner on Friday, February 5th.
For complete candidness, tape recorders will not be allowed.
Venue + Accommodations
Sandals Grande St. Lucian Spa & Beach Resort
Perched on its own private peninsula where the Caribbean Sea meets the Atlantic, Sandals Grande St. Lucian blends luxury and romance with breathtaking ocean views and lush tropical gardens. Guests can stroll along soft sand beaches, swim in two distinct oceanside pools, or explore the island’s natural wonders, from the iconic Pitons to volcanic mud baths and cascading waterfalls. Indulge in gourmet dining across a variety of international restaurants, unwind at the Red Lane® Spa, or join in lively nightly entertainment — all within an intimate, resort-exclusive setting that captures the essence of St. Lucia’s vibrant culture.
Fly into Hewanorra International Airport (UVF). A complimentary shuttle to the resort will be provided.
Important Booking Policy
PLEASE NOTE: ALL SEMINAR ATTENDEES ARE REQUIRED TO BOOK THEIR ROOM(S) WITHIN THE COLLIER & ASSOCIATES ROOM BLOCK AT SANDALS.
Failure to do so will prevent attendance at the seminar, disallow travel cost deductions, and forfeit Continuing Education credits. Sandals provides our meeting space, meals, coffee breaks, cocktail reception, and group dinner. Large events like these often require additional staff, and the resort requires us to fill our contracted room block to meet this commitment. This has been our consistent policy.
While some attendees may hold Sandals memberships, these cannot be used to register for the seminar. Attendees must book through our room block to participate in seminar events, group activities, or take advantage of any applicable deductions.
The Luxury inclusive package includes the following:
Round-trip airport transfers – All hotel taxes and gratuities – Hotel porterage – Unlimited 5-Star Global Gourmet -Unlimited Premium brand spirits – Land and Water Sports – Scuba diving is included for certified divers – Complimentary welcome beverage – Nightly entertainment – Complimentary access to fitness center – Complimentary basic WiFi – Complimentary access to steam and sauna rooms
AVAILABLE ROOM TYPES
Run of House Rooms: $1,230/night / $8,610/week
Caribbean Honeymoon Beachview Penthouse Club Level: $1,548/night / $10,836/week
Swim Up Lover’s Lagoon Honeymoon Club Level: $1,641.60/night / $11,491.20/week
Caribbean Beachfront One-Bedroom Butler Suite w/ Tranquility Soaking Tub: $2,877.70/night / $17,266.20/week
Grande Rondoval Butler Suite with Private Pool Sanctuary: $3,360.70/night / $20,164.20/week
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.
Benefits For Loyal Members
- Returning doctors who bring a new attendee will each get 10% off the seminar registration fee if registering together.
- Doctors who have attended at least 3 seminars in the last 5 years AND bring a new attendee will have their next seminar registration fee waived – up to a $1,800 value
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 & Spouse
$1945
Use Promo Code: EARLYBIRD50
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.
Essential Information
Cancellation Policy
We understand that unexpected events can arise. If you need to cancel your seminar registration, please notify us in writing at least 30 days prior to the scheduled event date.
30 or more days before the event: You will receive a full refund minus a $50 processing fee.
Less than 30 days before the event: No refunds or credits can be issued, as your attendance and related hotel arrangements will already have been confirmed.
Exception: In the case of a verified medical emergency, a credit toward a future seminar may be granted at Collier & Associates’ discretion. 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 seminar. Understanding the cancellation policy for contracted hotels is the responsibility of the attendee.
As a courtesy, we appreciate early notification of any cancellations so that we may offer your spot to another attendee.
Protect Your Trip with Travel Insurance
C&A has partnered with Travel Guard 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), our staff are NOT licensed agents and cannot answer any policy questions. Only Travel Guard should address all policy questions. Thank you!
Travel Guard Customer Service Line: 800-927-4357
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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