Tax Strategies for the Insurance and Financial Professional 

2 Programs in October! The pre-luncheon program will be an update to the overview of Covered CA held in September. (Registration: 9:30 a.m./Presentation: 10 to 11 a.m.). Then at lunch, learn how to put thousands in new tax deductions on this year's tax returns! (Registration: 11:30 a.m. / Presentation 12 to 1:30 p.m.).

Join us at our 1-hour pre-luncheon meeting featuring speaker Angela Shrove from Covered CA.  Angela will be presenting updates to the Covered CA SHOP Exchange program.

The luncheon program will feature our lively and entertaining professional speaker who will put thousands in new tax deductions on this year's tax returns!  This presentation is a content-rich preview of Bradford & Company's nationally acclaimed tax strategies course.

Here's what you'll learn at the luncheon meeting on October 17th:

• Increase your Income: How to use the tax side of your business to increase your spendable income.
• Myths: What taxes really cost you - regardless of your earnings.  How the new 2013 tax laws affects purchases of cars, computers, desks, as well as other equipment for your business.
• Entertainment Strategies: Learn how business entertainment deductions uniquely apply to the Insurance and Financial professional.
• Double your Entertainment Deductions: Learn 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 2013  $25,000 automobile deductions you don't want to lose.
  
• IRS Audit: Reduce your chances - Red flags to avoid.
• Home Office Deduction: Why the Insurance and Financial Professional may now safely qualify for this remarkable deduction and how it transforms personal commuting to deductible business miles.
• Medical Deductions: Learn how a 105 Medical Plan can turn your family's expenses into tax-favored business expenses.

Speaker Info:
Thomas Rich
Tax Strategies Instructor

  Thomas Rich is an accomplished professional speaker who draws from a diverse  professional background to relate to Tax Strategies Live course in an engaging and useful way.

Clients from various professional groups and the insurance, financial, real estate industries have all given Thomas high marks for his communication skills.  As a corporate leader and business executive, Thomas has worked in computer, petroleum, retail, wholesale distribution, and automotive industries.

Thomas's educational background includes Texas Christian University, Texas A&M University, and Del Mar College.  As a member of the National Association of Accountants, he served as a board member for the Dallas/Ft. Worth chapter.  This professional experience adds a tremendous amount of real-world insight and practical applications to Thomas's Tax Strategies Live Program.

Event Info

950 Hotel Circle North
San Diego, CA 92108

Pre-Luncheon Program | Registration: 9:30 to 10:00 AM
Speaker Presentation: 10:00 to 11:00 AM

Luncheon Program | Registration: 11:30 AM to 12:00 PM
SDAHU Business: 12:00 PM to 12:30 PM
Speaker Presentation: 12:30 PM to 1:30 PM

Cost to Attend:
Reservations made through October 11
Member: $20
First Time Guest: $20
Non Member: $50

Reservations made October 12 through October 15
Member: $45
First Time Guest: $45
Non Member: $75

On-Site Registration Fees
Member: $55
First Time Guest: $55
Non Member: $85

All registration fees are non-refundable; either full or partial. Register Now!