Proven tax Strategies for Insurance and Financial Professionals

  • September 11, 2014
  • 8:30 AM - 11:00 AM
  • BB & T Insurance Services - Anaheim

KEEP MORE OF YOUR HARD EARNED MONEY!   Learn how to save $2,500 to $27,000 in new deductions! Be sure to attend our upcoming special event!

Thursday, September 11, 2014

BB & T Insurance Services

2400 E. Katella Avenue, Ste. 1100

Anaheim 92806

Registration: 8:30 AM
Program: 9 to 11 AM (CE Credit N/A)

IIABOC & OCAHU Members: $15
Non-Members: $35

Print Registration Form

If you’re looking for proven, legal ways to save thousands of dollars on taxes, year-in, year out, our seminar is for your!

We know our members/agents don't want fluff or a rehash of information they already know. That's why this highly-regarded seminar, provided by Bradford and Company, will give you money-saving, legal techniques you can put into effect immediately.

What if you're thinking, "But I already have an accountant. Why do I need the seminar?" Many of us assume our accountants take care of our taxes...but forget that WE are the ones giving them the numbers and records they're using to prepare our tax return!

This seminar is presented by Thomas Rich of Bradford and Company Inc., and excerpted from the Bradford and Company, Inc. Tax Solutions Program optionally available to seminar attendees after the program.

What you'll learn:

  • How the new tax law changes can dramatically increase your take home income. (It's worth attending the seminar for this information alone!
  • Learn when the 105 Medical Plan escapes the 2014 Affordable Care Act and how you can turn your family's medical expenses into tax-favored business expenses.
  • Proven low-stress, time-saving techniques and strategies for avoiding an IRS audit!
  • How to use a little-known rule that can double your entertainment deductions!
  • How keeping records the right way can open a whole new world of tax deductions!
  • One simple tactic that makes your deductions stand up and shout, "I am deductible!"
  • When the use of an office in your home actually reduces your chances of an IRS audit.
  • ...and that's just for starters!

The session was great! It was the most well attended meeting of the year and everyone stayed through the entire 2 hours. We highly recommend your presentation. And your presenter’s style is great for any audience – particularly a group of ‘I’ve heard it all before’ agents.”

Connie & Joe Crerand, CLU ChFC, Program chairs – West Valley NAIFA, Arizona




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