Business, Tax & Financial Management
Essex, VT
This is our most comprehensive seminar! The full Business, Tax & Financial Management course covers 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!
September 25-27, 2026
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 – Strategies for building your portfolio during your working years, and effectively repositioning your assets over time.
Learning Objectives
After attending this seminar, attendees will be able to:
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- Effectively communicate with their tax consultant or CPA regarding recent tax law changes.
- Work with retirement plan administrators to better understand their retirement plan options and benefits.
- Manage supplier costs, implement fee increases effectively, and apply simple marketing tactics that convert.
- Develop a foundational understanding of estate planning, including applicable tax rates and exemptions.
- Select the best insurance products to meet the needs of their family and practice.
- Identify a buyer or seller for a practice transition, apply foundational appraisal methods, and structure deals to maximize tax savings.
- Navigate the current economic climate, create a personal financial roadmap, and assess their risk tolerance.
Seminar Schedule
Sept. 25-27, 2026 | 8:30 AM – 12:30 PM + Q&A to Follow
Please arrive at the meeting room between 8:15 AM and 8:30 AM on Friday, September 25, 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.
For complete candidness, tape recorders will not be allowed.
Venue + Accommodations
The Essex Resort & Spa
Tucked into the foothills of Vermont’s Green Mountains, The Essex Resort & Spa is a charming retreat known for its culinary focus and relaxing atmosphere. Beyond the resort, northern Vermont offers a wealth of experiences to enjoy. Stroll the vibrant streets of Burlington’s Church Street Marketplace, take in sweeping views of Lake Champlain, or explore the quiet beauty of the Indian Brook Reservoir. Savor farm-to-table dining, sample craft brews, or relax at the resort’s spa and pools. Early autumn brings crisp air, colorful scenery, and an unmistakable New England charm.
NEAREST AIRPORT: Burlington International Airport (BTV)
Note: Seminar guests are required to stay in our room block. You will receive a booking link from us after registering.
Resort Highlights
The $29/day amenity fee at The Essex Resort & Spa includes a variety of thoughtful perks to make your stay more enjoyable:
- Daily newspaper and WiFi access
- Shuttle service to local destinations
- Fitness center access
- Indoor and outdoor pools, hot tub, sauna, and steam room
- Relaxation lounges
- Complimentary parking
- Daily bake shop samples and evening refreshments
- Access to Indian Brook Reservoir trails
- Golf ball vouchers for the Links at Lang Farm course
Group Room Rates (Per Night + Taxes)
Culinary King: $329
Culinary King w/Sofa Bed $339
Culinary Double Queen $349
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
$1795
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
These Terms of Use constitute a legally binding agreement made between you, whether personally or on behalf of an entity (“you”) and Collier & Associates, Inc (“Company“, “we”, “us”, or “our”), concerning your access to and use of the collieradvisors.com website as well as any existing or future subdomains; other media form, media channel, mobile website or mobile application related, linked, or otherwise connected thereto (collectively, the “Site”). You agree that by accessing the Site, you have read, understood, and agreed to be bound by all of these Terms of Use. IF YOU DO NOT AGREE WITH ALL OF THESE TERMS OF USE, THEN YOU ARE EXPRESSLY PROHIBITED FROM USING THE SITE AND YOU MUST DISCONTINUE USE IMMEDIATELY.