Kick off the fall with the Greater Philadelphia Chapter of FSP!
The Greater Philadelphia will start off the year with a Tax Strategy Seminar, presented by Kelly Clark of Bradford and Company. This is one you don't want to miss!
Give Yourself a Raise... Attend Tax Strategies for the Self-Employed Insurance and Financial Professionals
(For 1099's, Statutory Employee's, S Corp's, C Corp's, LLC's, and Proprietor's)
RSVP NOW TO ENSURE A SEAT AT THIS FREE 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 are using to prepare our tax return.
This seminar is guaranteed to identify 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.
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 2013 tax law affects purchases of cars, computers and desks, as well as other equipment, for your Business.
- FSP Members can use this information and knowledge not only to increase their own income but to assist in generating income and premium dollars for their 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 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 Updates!
- Actual Expenses vs. IRS Method Mileage – New $25,000 automobile deductions you don’t want to lose.
- IRS Audit - Reduce your chances – Red flags to avoid.
- Home Office Deduction –Why 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.
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
Kelly Clark is a business consultant and training specialist with a proven background in education and business management. Having been personally selected and trained by W. Murray Bradford, she has worked closely with Bradford and Company, Inc., since 2000, as both instructor and Operations Manager. With a proven record as a speaker, Kelly is a recognized professional with over 1200 locally and nationally taught sessions on tax strategies for the self-employed.
Kelly is a native of the San Francisco Bay Area, spent a number of years as an owner and a consultant to small business, and she specializes in the design and implementation of transferable systems of operation to facilitate expansion. Over the past twenty plus years, Kelly Clark has been involved in a variety of business and professional avocations, including; Chief Financial Officer for a midsize contracting company, Chief Operating Officer for a building developer, President of the Mt. Diablo Property Association, board member for both the East Bay Adjusters Association and Honorable Order of the Blue Goose International. She brings experience, integrity, knowledge and results.
Your Source for Tax Solutions: Bradford and Company, Inc.
Bradford and Company, Inc. was founded by W. Murray Bradford, CPA, tax specialist and author of the Prentice-hall Business Tax Deduction Master Guide. Mr. Bradford’s tax reduction programs have been presented to over 400,000 participants since 1979.
Murray’s background includes eight years at the international accounting firm of Price Waterhouse, where he was selected from thousands to serve four years in the Price Waterhouse national office in Washington D.C. He has been a featured advisor in the Wall Street Journal, USA Today, Money Magazine, the Washington Post, Fortune, REALTOR Magazine, Changing Times, and the Journal of the American Society of CLU’s. In addition Mr. Bradford has appeared on TV/Radio: CBS New Nightwatch, Financial New Network, Fox, KCBS New York, and KGO Television. He has been a featured speaker for: American Institute of CPA’s, New York Life, American Express Financial Services, San Francisco Lawyer’s Club, National Association of REALTORS, American Dental Association, California Medical Society, American Psychiatric Association, and hundreds of other groups.
Agenda:
Registration & Breakfast: 7.45 am
Program: 8.15 - 10.15 am
