Tax Strategies for the Financial and Insurance Advisor

 

Pay Less Tax – Guaranteed

Get your largest business Expense under control with



           “Tax Strategies for the Financial

             And Insurance Advisor”      


                       Presented by: NAIFA - Mansfield


Friday, September 24, 2010, 12:00 pm – 2:00 pm

Lunch will begin at 11:30 am

              

Highlights of the Tax Reduction Presentation: Thousands of Dollars in NEW deductions … Our lively and entertaining professional speaker, Kelly Clark, will put thousands in new tax deductions on this year’s tax return! This complimentary presentation is a content-rich preview of our nationally acclaimed tax strategies course.


What you will learn during this seminar:


Audit-Proofing - Documentation tips that will save you time, all the time


Increase your income – How to use the tax side of your business to INCREASE your spendable income… what it really costs us


 NAIFA 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


Help Your Accountant – How you can help your accountant work more effectively on your behalf - even if you are your own accountant!


Three MYTHS – How to avoid the pitfalls that could cost you! KEEP YOUR MONEY!


Entertainment Strategies – 2 remarkable entertainment deductions available to NAIFA Members that may surprise you which includes…


Double Many Entertainment Deductions – How to safely transform entertainment deductions and make them 100% deductible


Car Strategies - methods that produce Thousands in deductions.


Actual Expenses vs. IRS Method Mileage –automobile deductions you do not want to loose. PLUS!!! NEW first year auto depreciation deduction UPDATES!


IRS Audit - Reduce your chances – Red flags to avoid


Stimulus Package gives many self-employed REFUNDS – Learn how!


Home Office Deduction Why NAIFA members may now safely qualify for this remarkable deduction and how it transforms personal commuting to deductible business miles


Learn how to turn your medical expenses into tax-favored business expenses that are 100% deductible! This includes LONG TERM CARE!


RSVP: Donna Sheaffer, (419) 756-9747, reservations@naifamansfield.com

Public Welcome.

Prices:

NAIFA-Mansfield Members: FREE

NAIFA Members (non-local): $15.00/person

Non-NAIFA Members: $20.00/person


Feel free to download a copy of this page here and pass it along to any interested parties.


Speaker: Maine Shafer, J.D, has more than 10 years experience as a professional speaker delivering tax reduction strategies on behalf of Bradford and Company, Inc. Maine consistently earns student evaluation ratings in excess of 9.65 on a scale of 1 to 10, a testament to his ability to make taxes a cash resource for participants.


Maine’s strong background in taxes started when he worked on the staff of a U.S. Senator on Capitol Hill, while receiving his Juris Doctorate from Georgetown University Law Center. His tax education continued during his clerkship with the Chief Judge of the Eighth Circuit Court of Appeals and while working as an Assistant Attorney General for the State of New Mexico.


Maine’s platform abilities have involved not only making tax information clear and usable, but also delivering sales and motivational speeches and programs throughout the Western United States and hosting a radio talk show.