2016 Summer Meeting

Friday, August 26, 2016 through Sunday, August 28, 2016

The Sheraton Steamboat Resort
2200 Village Inn Court
Steamboat Springs, CO 80477


Andrew D. Tucker, JD, CPA, CFP

Andrew Tucker is an associate with John K. McGill & Co., Inc. He is a licensed attorney in the State of North Carolina and has been admitted for practice before the United States Tax Court. He is also a Certified Financial Planner™ (CFP®). At the McGill and Hill Group, he now brings his rich experience of tax and business advising exclusively to the dental profession.

Prior to joining the McGill & Hill Group, Andrew practiced law as a tax and wealth planning attorney, where he counseled high-net-worth individuals on sophisticated tax planning and wealth preservation strategies. Before practicing law, Andrew served as a financial planner for tech entrepreneurs in heart of Research Triangle Park in Raleigh-Durham, NC where he advised entrepreneurs on tax strategies   for rapid-growth companies.

Andrew is a graduate of North Carolina State University with degrees in Political Science and Public Communications. He also holds a Juris Doctor from Campbell University, where he was a Wiggins Scholar and the recipient of the Norman Adrian Wiggins Estate Planning Award for excellence in the field of tax and estate planning. Andrew also holds a Masters in Trust and Wealth Management, with honors, from Campbell University. Andrew is a member of the American Bar Association and the North Carolina Bar Association.


Join the 5% of dentists who can afford to retire at age 65. Using these winning financial strategies, you can develop a game plan to increase your net worth, reach financial freedom, and reduce stress. This hard-hitting program contains “inside information” that you simply can’t find elsewhere – gleaned from over 30 years of working exclusively with the dental profession. Highlights include:

  • Creative tax saving strategies to slash  taxes
  • Practice building and overhead control to boost  profitability
  • Winning saving and debt reduction  strategies
  • Cut children’s educational  costs by 50% or more
  • Save thousands in unnecessary  insurance costs
  • Huge tax-deductible  retirement  savings strategies
  • Maximize  tax-free income
  • Increase business tax deductions

Blake W. Hassan, CPA, JD

Blake is a shareholder in the law firm of McGill and Hassan, P.A. Blake has been in private practice as an attorney (licensed in North Carolina only) since 1993 and has been a Certified Public Accountant (North Carolina) since 1988. He is a member of the Mecklenburg County Bar, North Carolina Bar and American Bar Associations, the North Carolina Association of Certified Public Accountants and the American Institute of Certified Public Accountants.

Blake is an honors graduate of Louisiana State University and received his law degree, with honors, from the University of North Carolina. Before law school, he spent 5 years in public accounting. Blake began his affiliation with The McGill & Hill Group, LLC in May 1998 when he joined John K. McGill, Attorney at Law as an associate attorney.  Blake and John subsequently formed McGill and Hassan, P.A. as co-shareholders in May 1999.


Are you paying too much and ending up with too little? This course will show you how to implement aggressive family tax planning strategies to dramatically slash taxes, as well as successful estate planning and various asset protection strategies. Learn how to save your family up to $500,000 and prevent estate planning mistakes!  Topics covered include:

  • Current estate and gift tax rules
  • Estate planning techniques for taxable and nontaxable estates
  • Family  limited partnerships (FLPs) to slash taxes and protect assets
  • Use of trusts
  • Proper  insurance coverages
  • Life insurance
  • Disposition  of IRAs and retirement plan  accounts
  • Lifetime gifting

Schedule of Events


Reception: 7:00pm – 10:30pm in the exhibit area


Continental Breakfast: 7:00am – 8:00am in the exhibit area

Speaker Presentation: 8:00am – 11:30am

Golf Tournament & alternative activities: 12:30pm – 6:00pm

Cocktail Reception: 7:00pm – 8:00pm

Evening Banquet: 8:00am – 11:00pm


Continental Breakfast: 7:00am – 8:00am in the exhibit area

CSOMS Business Meeting & Breakfast for members and applicants (separately from continental breakfast): 7:00am – 9:00am

Speaker Presentation: 9:00am – 12:30pm

Sponsorship Opportunities

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