This seminar will help you save taxes, retire wealthy and be better at running the business of your practice. The goals are simple — to conduct a tax-deductible seminar at a delightful site, for a modest cost, and have the doctor and spouse learn enough to more than pay for the trip. The majority of attendees are repeat attendees. Why? Because the emphasis is on easy-to-implement practical ideas on such things as aggressive (but always legal) tax ideas that too many timid accountants fail to suggest, practice building ideas, retirement plans, practice transition ideas, employee benefits, insurance, cost cutting ideas and others. At this year’s seminar, a special emphasis will be placed on the following issues that can help improve your wealth and quality of life:
- New Tax Law Changes – The course content will cover current tax law changes we see affecting doctors and their practices.
- New, Improved Retirement Plans – New tax-savvier plan designs that can improve the power of plans for doctors who want to save between $10,000 and $100,000 per year.
- Improve Profitability – Common sense ways to improve profitability.
- Staffing – Creative ways to hire and retain great employees.
- Insurance Needs – Appropriate levels (if any) of life, disability and long-term care insurance. What the insurance sales people prefer you don’t know.
- Steps To Take Now To Cut Future Taxes When Selling A Practice Or Bringing In A Partner – A recent tax court case gives us guidance on actions to take years in advance that can dramatically cut taxes on a practice transition.
- Maximizing Retirement Plan Investments – How to build them while working, and how to reposition them near retirement.