Business, Tax & Financial Management 2026

Business, Tax & Financial Management is organized by Collier & Associates Inc. and will be held from Sep 25 - 27, 2026 at The Essex Resort & Spa, Essex Junction, Vermont, United States of America.

Description:
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!

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.

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.