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


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

Friday Courses
VFr304 - An Aggressive But Legal Approach to Taxes
Time: 10:30 - 11:30 AM
Room: ,
Type: Virtual    Handouts: Yes
Dentist Fee: $0.00  Other Fee: $0.00
AGD Code: 550

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.

VFr322 - Personal Insurance: What Dentists Need... and Need to Avoid
Time: 6 - 7 PM
Room: ,
Type: Virtual    Handouts: Yes
Dentist Fee: $0.00  Other Fee: $0.00
AGD Code: 550

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.