Mr. Brandon Collier Financial Planning & Investments/Practice Transitions Cleveland, OH

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  • Dental attorney helping doctors navigate their practice and finances 
  • Speaker, Collier & Associates seminars
  • Publisher, Collier & Associates Doctors' Newsletter 

Thursday Courses
Th212 - Taking Control of Your Financial Planning and Investing
Time: 9 AM - 12 PM
Room: ,
Type: Registered    Handouts: Yes
Dentist Fee: $95.00  Other Fee: $65.00

The “secrets” for getting it right are straightforward–save something every year,
invest simply and sanely and avoid the big mistakes that lose capital and take
years to make up. Investing doesn’t have to be complicated, but it’s made to look
that way by the advisors who charge a fee to manage their clients’ portfolios. This
lecture will teach doctors how to do their own financial planning and introduce them
to investments (i.e., stocks, bonds, mutual funds, etc.) to allow them to take back
control–or at the very least to be able to measure how their advisors are doing.

Th331 - Personal Insurance: What Dentists Need ... and Need to Avoid
Time: 1:30 - 3 PM
Room: ,
Type: General    Handouts: Yes
Dentist Fee: $0.00  Other Fee: $0.00

The key to buying insurance is to think tactically. The only reason to buy it is to
cover a risk we can’t afford to cover ourselves. Yet, insurance, particularly life
insurance, is sold on the grounds that it is a good investment (it’s not) or because
of certain tax advantages (debatable). This lecture will address various categories
of insurance – life, disability, liability (covering our homes, autos and practices),
long-term care, employment practices and cyber-security – and in the process,
explain what to buy and what to avoid.

Friday Courses
Fr339 - Practice Transitions
Time: 9 AM - 12 PM
Room: ,
Type: General    Handouts: Yes
Dentist Fee: $0.00  Other Fee: $0.00

This is for doctors considering a transition, whether it’s a senior dentist thinking
of selling a practice or bringing in an associate, to a younger doctor considering
joining a practice, to partners in groups who are trying to work through some
difficult issues. As transition experts, we’ve seen it all and will present both sides
of each issue as fairly as possible. Topics include when to retire, how to find a
buyer, how to value a dental practice, structuring the transaction for optimum
tax treatment, hiring associates and elevating them to partner and dividing
compensation in group practices.

Fr355 - IRAs and Retirement Plans: What's Right for You?
Time: 2:30 - 4 PM
Room: ,
Type: General    Handouts: Yes
Dentist Fee: $0.00  Other Fee: $0.00

Tax deductible retirement plans and IRAs are the best legitimate tax shelter
going. Deductible contributions are obviously valuable, but so is the less visible
long-term tax deferral. There is a natural progression with IRAs and plans that
is a function of our capacity to save each year, and this lecture will give a
background on the IRA contribution rules (traditional and Roth) as well how to
save greater amounts in simple IRAs, 401(k) profit sharing plans, and, ultimately,
cash balance defined benefit plans. The rules are technical (frankly, overly so),
but these savings vehicles can be mixed and matched for optimal results.

Saturday Courses
Sa360 - An Aggressive But Legal Approach to Taxes
Time: 1 - 2:30 PM
Room: ,
Type: General    Handouts: Yes
Dentist Fee: $0.00  Other Fee: $0.00

This course will teach an “aggressive but legal” approach to taxes that has
served tens of thousands of dentists quite well over the past 50 years. Every
dollar of income must be reported, deductions should be taken if justified and
audits do happen (rarely) but are not to be feared. This lecture will explain
why doctors (their CPAs) tend to be too timid when claiming legitimate tax
deductions, how the audit process really works and a variety of tax deductions
that doctors may be missing but should be claiming.

Registering for the Hinman Dental Meeting is required to attend ALL courses and Special Events.
Course type description:
General = No additional fee (registration required for these courses – we no longer accept walk-ups)
Registered, Interactive, Participation and Special Events = Fee courses