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'NAIFA Members Helping NAIFA Members To Put Money in Their Pockets'
NAIFA San Fernando Valley Meeting
May 8, 2013 
Join NAIFA
All General Meetings are  held at the
Warner Center Marriott

WEDNESDAY 
May 8, 2013
8:00  to 10:15 am

In the Ventura Room

 

Includes breakfast and self parking
Warner Center Marriott   
 
National Association of Insurance and Financial Advisors
NAIFA SFV new logo

 
 

for our May 8th Meeting.

8:00 am
Breakfast/Networking

8:15 - 8:45 am
 NAIFA Business


8:45 - 9:00 am
Michael McCaffrey
Legislative Update


9:00 - 10:00 am
Give Yourself a Raise...

10:00 -10:15 am
Networking


10:15 - 10:30 am
New Member Orientation
Give Yourself a Raise... 

Attend Tax Strategies for the Self-Employed Insurance

and Financial Advisor (For 1099's, Statutory Employee's, S Corp's, C Corp's,  LLC's, and Proprietor's)

 

 

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 are using to prepare our tax return.

This seminar will teach you on how to get between $2,500 and $27,500 in NEW deductions that can be used right away to pocket thousands in tax savings. These deductions are based in tax LAW, but presented in simple English that all of us can easily understand.   $2,500 and $27,500 in NEW deductions that can be used right away to pocket thousands in tax savings. These deductions are based in tax LAW, but presented in simple English that all of us can easily understand.  

 

 
You Will Learn:
  • Overview of the 2013 Tax Code Changes identified in the New Year to help you become more tax efficient in your business planning. 
  • How the New 2013 tax law affects purchases of cars, computers and desks, as well as other equipment, for your Business. 
  • NAIFA members can use this information and knowledge not only to increase your own income but to assist in generating income and premium dollars for your business and self-employed clients. 
  •   Increase your income - How to use the tax side of your business to INCREASE your spendable income in 2013. 
  •   Myths - What taxes really cost you - regardless of your earnings. 
  •   Entertainment Strategies - 2 remarkable entertainment deductions available to Self-Employed Insurance and Financial Professionals that may surprise you. 
  •   Double Entertainment Deductions - How to safely transform 50% entertainment deductions into 100% deductions. 
  •   Audit-Proofing - Documentation tips that will save you time, all the time. 
  •   Help Your Accountant - How you can help your accountant work more effectively on your behalf. 
  •   Car Strategies - Six methods that produce Thousands in deductions. PLUS NEW first year auto depreciation deduction UPDATES! 
  •   Actual Expenses vs. IRS Method Mileage - New $25,000 in deductions... PLUSVehicle Deductions you do not want to lose! 
  •   IRS Audit - Reduce your chances - Red flags to avoid. 
  •   Home Office Deduction -Why Self-Employed Insurance and Financial Professionals may now safely qualify for this remarkable deduction and how it transforms personal commuting to deductible business miles. 
  •   Learn how a 105 Medical Plan can turn your family's medical expenses into tax-favored business expenses.
       

Please click here to register
Here is what folks have said about our programs:

  
 
"Based on what I learned in this course, my CPA redid my tax return and I realized $43,000 in cash savings."

 

         --Steve Allen, Insurance Agent, Flower Mound, TX

 

"Nancy and I are probably saving what would equal a college tuition (or more) from this course."         

         -- Ted Heaton, Insurance Agent, Austin, TX

 

"I uncovered at least $20,000 of deductions I didn't know about before. Now I am a lot more confident about my deductions."

         --Bassie Lee, Insurance Agent, Palo Alto, CA

                                  

This seminar is presented by Thomas Rich of Bradford and Company, Inc., and excerpted from the Bradford and Company, Inc. Tax Strategies for the Self-Employed audio course (available to register for after the seminar).

 
Please click here to register 

 




 






For information please contact: Anita Lebby NAIFA-SFV Association Executive 501 I South Reino Road Suite 385 Newbury Park, CA. 91320 818-990-9323 NAIFASFV@Gmail.com