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

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  • President, Collier & Associates
  • Primary Speaker, Collier & Associates' Continuing Education Seminars
  • Publisher, Collier & Associates Doctors' Newsletter 




Virtual Courses
Vr609 - An Aggressive but Legal Approach to Taxes, With 2023 Updates
Time: 12 - 1 PM
Room: ,
Type: Virtual    Handouts: No
In-Person Attendee Fee: $35.00  Virtual Attendee Fee: $50.00
AGD Code: 550

Most doctors pay too much in tax!  One of the best things about owning your own practice is the opportunity to enjoy many of the quasi business/personal tax benefits that are available.  This lecture will describe an approach to taxes that ensures you are reporting all of your income and taking the deductions to which you are entitled.  Special attention will be paid to vehicles, family members on the payroll, home and office rentals, travel, meals and entertainment and retirement plan contributions.  We will also discuss things to avoid when presented by the overaggressive salespeople.


Technology Recommendations

When viewing a live or pre-recorded course, we suggest the following:

Close all other applications and programs on your device
Consider limiting the streaming on other devices in your viewing location
Optimal viewing is on a computer or tablet
A minimum 5MB connection is recommendation, but please note that a 15-20MB connection is optimal
The best way to prevent or stop buffering when streaming is to reduce anything that impedes the stream.


Date Available: December 20, 2022

Date Reviewed: March 1, 2023

Date Removed: May 31, 2023