Tax-Reduction Strategies for the Insurance Services Professional

  • 12/08/2023
  • 10:00 AM - 12:30 PM
  • Virtual

National Association of State Farm Agents has partnered with Bradford and Company for this webinar. Fight Hyperinflation! Give Yourself A Raise THIS Year! Tax-Reduction Strategies for the State Farm Agent - to save YOU time and money!

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Tax-Reduction Strategies for the State Farm Agent - to save YOU time and money!

Friday - December 8, 2023
10:00 am -12:30 pm EDT
9:00 am -11:30 am CDT
8:00 am-10:30 am MDT
7:00 am-9:30 am PDT 
(Virtual doors open 20 minutes early for set-up. Class starts Promptly!)

In this 150-minute interactive program you will learn:

  • HOW to POWER BOOST and OPTIMIZE your tax deductions year after year: Learn the best business practices and strategies to get the most out of new deductions!
  • CHANGES to your vehicle deductions - The biggest improvement in 60 years! Choosing the right method! Simplified record keeping… PLUS adding vehicles!
  • HOW to deduct your Home Office... simplified and safe, even if you spend more time at your agency office. Learn the rules to INCREASE this deduction!
  • UNDERSTAND your tax professional’s role and how to partner with them effectively to reduce your tax liability.
  • HOW to optimize the NEW and IMPROVED food and beverage deductions: Know the newly defined expansion rules AND the 100% business classification(s) PLUS the correct documentation requirements for Insurance Professionals - simplified.
  • WHY New Tax Law always reinforces the need to claim all business tax deductions (regardless of income)! Know the correct rules of your Elite Status! After this class, you will have what you need to qualify for more and bigger deductions AND increase your spendable income, now!
After this class, you will have what you need to qualify for more and bigger deductions AND increase your spendable income, now!

About your Instructor: 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. Kelly is a recognized professional with over 3000 nationally taught sessions on tax strategies for the self-employed.


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