Course descriptions areavailable below. Registration fee is per course though we encourage doctors within 10 years of retirement attend all 3 days. Fees include CE hours, breakfast, lunch (Thursday/Friday courses only), Friday's cocktail reception, presentation materials, and a follow-up phone call with your speakers. Saturday's course ends at 12:30PM so you can enjoy the remainder of your time in Seattle!

Full Schedule

Thursday, June 05, 2025

7:30 AM - 8:30 AM

Check-In & Breakfast

8:30 AM - 3:30 PM

Doctors Approaching Retirement

You will face more decisions in the last few years of practice than at any other time throughout your career, and these decisions will be some of the most important you’ll ever make. Unfortunately, most doctors have neither the time nor the financial training to effectively address the numerous financial issues related to retirement. As a result, many doctors lose hundreds of thousands of dollars. Learn the leading-edge strategies you need to develop a well-designed plan to ensure a successful retirement. By the completion of this course, you will be able to:

• Determine when you can afford to retire
• Select appropriate Social Security timing to maximize benefits
• Calculate retirement cash flow needs
• Recognize when and how to take retirement plan and IRA distributions
• Utilize appropriate tools to convert funds to tax-free Roth IRAs
• Apply methods to reduce taxes on the sale of your practice

Recommended for doctors within 10 years of retirement. If you are more than 10 years from retirement, consider Achieving Financial Independence.

12:00 PM - 1:00 PM

Lunch

Friday, June 06, 2025

7:30 AM - 8:30 AM

Check-In & Breakfast

8:30 AM - 3:30 PM

Transitions: Secrets to Success Despite All the Change

Dentistry today is in the early stages of massive change in terms of practice values, new tax strategies, insurance reimbursement rates, PPOs, corporate dentistry, and the approaching retirement of Baby Boomers.  Learn how to position your practice in order to understand all of these forces and optimize your transition outcome, whether your transition plans are immediate, near-term, or further down the road. Just some of the topics covered at this entertaining and informative course are:

• Where is dentistry headed?
• PPOs, corporate dentistry, and shifts in payer sources
• Rising practice values
• Timing your transition for maximum benefit
• Partnerships: buy-ins / buy-outs – secrets to success
• Associateships: what determines success?
• Drivers of fair market value and how to increase your FMV
• Tax reduction strategies for practice sales

12:00 PM - 1:00 PM

Lunch

Saturday, June 07, 2025

7:30 AM - 8:30 AM

Check-In & Breakfast

8:30 AM - 12:30 PM

Tax Saving Strategies and Legal Issues in Transitions

This course covers the various legal structures of practice transitions, the practical effects, advantages and disadvantages of each, as well as the tax ramifications to each party. Learn about proper planning and structuring to avoid pitfalls, and how to optimize tax results for both buyer and seller. This program also addresses the various legal documents, the variety of issues common in practice transition negotiations, and more! By the completion of this course, you will be able to:

• Discuss the elements of associateship and post-sale services agreements
• Identify critical aspects of practice sales, buy-ins, buy-outs, mergers, and dissolutions
• Calculate purchase price allocation
• Recognize issues relevant to seller financing
• Recall related party rules
• Explain real estate matters
• Define restrictive covenants
• Discuss issues relevant to life insurance, disability buy-out insurance, and overhead insurance
• Evaluate buy-sell provisions among owners
• Analyze income division among owners
• Compare entity selection