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


Registration Opens 12/10/19
  • 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
Type: Registered    Handouts: Yes

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 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
Type: General    Handouts: Yes

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
Type: General    Handouts: Yes

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
Type: General    Handouts: Yes

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
Type: General    Handouts: Yes

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