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Conference
Advanced Financial Strategies For Physicians                    Schedule
Sea Crest Oceanfront Resort                                                                       Faculty
Falmouth, Massachusetts                                                                           Registration Info
Sunday, August 15, 2004                                                                          Registration Form
                                                                                                                         PDF version of entire brochure
                                                                                                                         PDF of Registration Form
Executive Summary

Numerous financial strategies will be explained that can simply and effectively reduce a physician's costs, tax liabilities and more rapidly and safely increase the value of a physician's savings and investments. ADVANCED FINANCIAL STRATEGIES FOR PHYSICIANS is an intensive, one day course designed to make physicians aware of and understand the essential financial strategies which can be used to improve a physician's personal and professional bottom line. Physicians will have access to expert independent advice from a legal and financial expert who is not trying to "sell" them anything. Each physician-attendee will be provided with a detailed seminar manual. Specific tax reduction, practice structuring, practice management, investment, and insurance techniques will be explained and discussed. Detailed case studies are utilized. All physicians will realize substantial financial benefits after taking this course.


Learning Objectives

Physicians Attending Advanced Financial Strategies For Physicians Will Learn:

  • Multiple ways to substantially reduce income taxes from a practice

  • The most effective strategies to build retirement savings quickly and safely

  • How to invest shrewdly in all market conditions

  • How to avoid "financial gridlock" in a medical group and build wealth, even where the other partners of the group resist

  • The optimum ways to legally structure a medical practice to protect your financial stake and compensation

  • The secret to turning a practice's accounts receivable into tax free retirement savings

  • The three best options for funding a child's education and why a 529 plan may not be the best choice

  • The tax, investment and financial benefits of different types of insurance

  • How captive insurance companies can reduce expenses and help build wealth

  • Ways to maximize the financial leverage of a medical practice

  • Much, much more
Faculty:

David B. Mandell, J.D., M.B.A., is an attorney, financial consultant, and renowned authority in the fields of risk management, asset protection, and financial planning. As a writer, Mr. Mandell has also written Risk Management for the Practicing Physician (CME Accredited), The Doctor's Wealth Protection Guide and Wealth Protection: Build and Preserve Your Financial Fortress. His articles have appeared in over thirty leading national publications, including The American Medical News and Journal of the American Society of Internal Medicine, and he is a featured expert on the "Money and Medicine" section of the medical website www.medscape.com.  He is a principal of Jarvis & Mandell LLC, a firm specializing in wealth planning for physicians - with offices in Los Angeles and New York and is the principal of the Law Offices of David B. Mandell, P.C.

Mr. Mandell holds a bachelor's degree from Harvard University and a law degree from the UCLA School of Law, where he was awarded the American Jurisprudence Award for achievement in legal ethics. While at UCLA, Mr. Mandell also earned a M.B.A. from the Anderson Graduate School of Management. Mr. Mandell is a member of the California and New York bars and is a licensed insurance professional in many states.

Registration Information: The $395 tuition includes a valuable seminar reference manual,
continental breakfast and lunch with faculty, coffee breaks, and a dynamic learning experience.
 

Sunday, August 17, 2003
7:30-8:00 Registration & Continental Breakfast
8:00-10:00 Tax Strategies For Physicians:

Proper tax planning can save a physician and his or her medical practice millions of dollars over the course of a career. In this segment, Attorney Mandell will explain dozens of advanced tax strategies which can be immediately implemented to reduce a physician's or a medical practice's tax liability and improve the bottom line. Included is a detailed explanation of split dollar arrangements, 419 plans, The Extra Plan, and numerous other strategies.
10:00-10:15 Break and Networking Opportunity
10:15-12:00 Practice Structuring and Management Strategies:

Advanced structuring and financial techniques for medical practices are explained and discussed. Attendees will learn how to structure a practice to the mutual benefit of each of the physicians, even when the physicians are at different stages in their careers and have significantly divergent interests. Specific techniques on how to legally structure a medical practice to avoid financial disputes amongst the partners, while improving the practice's bottom line and avoiding negative tax consequences will be presented and explained. Also included is an explanation of several advanced practice management strategies such as employee leasing, the secret to turning a practice's accounts receivable into tax free retirement savings, and the proper use of PCs, PLLCs and other business entities.
12:00-1:00 Lunch with Faculty (Provided)
1:00-3:00 Investments and Insurance Strategies:

Attendees will learn advanced investment strategies designed to help them grow their wealth and reduce risk regardless of market conditions. Included is a detailed discussion of investment strategies including the three best ways to save for a child's education and why a 529 plan may not be the best option. Physicians will also learn how to improve their bottom line through an advanced understanding of insurance. Advanced strategies to cut insurance costs and use insurance as investment vehicles will be discussed and explained including the benefits of captive insurance companies, co-owned insurance companies and how to avoid the 80+% tax trap of pensions and IRAs.
3:00-3:15 Break and Networking Opportunity
3:15-5:00 Case Studies:

Attorney Mandell will present and analyze numerous case studies which show advanced financial strategies for physicians and their medical practices being successfully implemented. Attorney Mandell will also provide sample checklists and forms for use by the attendees. Attendees will be asked to utilize what they have learned and develop a series of financial strategies and action steps that they will consider implementing upon return from the seminar.
SEAK in Falmouth -- August 2003

Registration
Information 

 CME  Registration Form August 2003 Home PDF of entire brochure PDF of registration form
Leadership Skills Advanced Financial Strategies Effective Medical Witness  Medical Non Fiction Writing  Law School for Physicians Asset Protection
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