Business, Tax & Financial Management seminar (Sep 12 - 14, 2025)

Business, Tax & Financial Management seminar is organized by Collier & Associates Inc. and will be held from Sep 12 - 14, 2025 at Ocean Edge Resort & Golf Club, Brewster, Massachusetts, United States of America.

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:

• 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.