Tax-Reduction Strategies for the Insurance Services Professional

Using the Tax-Side of Your Agency
to Earn and Keep More!

Earn More, Keep More, Save Time

TAX-REDUCTION STRATEGIES FOR
THE STATE FARM AGENT
(ZOOM Program)
 

Who Should Attend:
Any one-owner or spouse-owned agency, regardless of entity: S-Corp, C-Corp, LLC, 1099, Sole Proprietorships.

EVENT DETAILS

Thursday, 2/27/2025

7:00 am - 9:30 am PST

8:00 am - 10:30 pm MST

9:00 am - 11:30 am CST

10:00 am -12:30 pm EST

(Please log-in 10 minutes prior to meeting start time.
Seminar begins on time.)

 Zoom Meeting
Spaces are Limited
You Must Pre-Register 
Class will not be recorded
 

RSVP TODAY!

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Here's some of what you’ll learn:

• LEARN New Home Office rules: Even if you spend more time at your Agency! PLUS, INCREASE! (Regardless of entity!)
• UNDERSTAND YOUR tax professional’s role: How to partner with them effectively to reduce your tax liability. Plus: Time/Value/Dollars = MORE accessible capital throughout your year!
• Vehicle – the Biggest improvement in 60 years! Choosing the right method! Simplified Record Keeping… Plus adding vehicles. 
• The NEW and IMPROVED food and beverage deductions you likely don’t know, and how to use the 100% Rule(s)
• How to POWER BOOST Tax Deductions – Learn what taxes really cost and how conversion strategies put 50% or more back into your pocket!
• 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!
• PLUS - Much more

 After this class, you will have what you need to qualify for more and bigger deductions AND increase your spendable income now!
 

RSVP TODAY!

"Your speaker discussed different topics about how to file taxes and save dollars!" Jerry Zamora, Insurance Agent, Fayetteville, NC

"My only wish is that we had run such a program much earlier in my career. The $7,500 savings would have converted to hundreds of thousands of savings over the years!" Marty Palumbos, Insurance Agent
 

Your Instructor: Kelly Clark is a business consultant and training specialist with a proven education and business management background. 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 3000 nationally taught sessions on tax strategies for the self-employed.