NAIFA Members

Purchase a Breakfast Season Pass, Season Table or a Single Table at a discounted rate!

Season Pass (1 ticket to four breakfasts) $139
Season Table (10 seats at four breakfasts ) $1,400
One Table (10 seats at one breakfast) $350 -- we will contact you to confirm date of breakfast.

Click here to purchase!

NAIFA-OC Workshop: Maine Shafer

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WEDNESDAY, FEBRUARY 18, 2015  

TITLE:
Proven Tax Strategies for the Insurance and Financial Professional

SYNOPSIS:
If you're looking for proven, legals ways to save thousands of dollars on taxes, year-in, year out, our upcoming seminar event is for you!

What if you're thinking, "But I already have an accountant. Why do I need the 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're using to prepare our tax return!

Take a look at the kind of information you'll learn:

  • How the new tax law changes can dramatically increase your take home income. (It's worth attending our free seminar for this information alone!)

  • Learn when the 105 Medical Plan escapes the Affordable Care Act and how you can turn your family's medical expenses into tax-favored business expenses.

  • Learn about the important steps you will need to take after January 1st to take advantage of the Healthcare Reform (ACA) deduction! 

  • How the new law affects purchase of cars, computers, and equipment for your business!

  • Proven low-stress, time saving techniques and strategies for avoiding an IRS audit!  (Our strategies can save you a whole lot of pain and heartache!)

  • Why Insurance and Financial Professionals may safely qualify for a home office deduction!

  • How to transform personal commuting to deductible business mileage! 

  • How to use a little-known rule that can double your entertainment deductions!

  • How to help your accountant work a lot more effectively on your behalf!

  • How keeping records the right way can open a whole new world of tax deductions

  • How to hire your spouse without triggering payroll taxes!

  • The one vehicle-ownership mistake that can cost you thousands, even tens of thousands in dollars!

  • The truth about appointment books and auto logs!

  • One simple tactic that makes your deductions stand up and shout, "I am deductible!"

  • How to deduct entertainment costs when you're paying only for yourself

  • When the use of an office in your home actually reduces your chances of an IRS  audit!

And that's just for starters!...

This seminar is presented by Maine Shafer of Bradford and Company Inc., and excerpted from the Bradford and Company, Inc. Tax Solutions Program optionally available to seminar attendees after the program. 

Click here to learn what past attendees have said about "Proven Tax Strategies".

LOCATION:
Northwestern Mutual
1500 Quail St.
Fifth Floor - Suite 590
The Jerry Moore Learning Center
Newport Beach, CA  92660
Directions

SCHEDULE:
Registration/Exhibits: 8:30 a.m.
Announcements: 9:00 a.m.
Presentation:  9:15 a.m.
Conclusion: 10:30 a.m.

NOTE:  This program is packed full of great information you won't want to miss and may run past the scheduled conclusion time.

SPEAKER:
Click here to learn more about Maine Shafer!

COST:   
Members - Complimentary Member Benefit
Non-Members - $10.00

Parking:  Valet Hosted; additional parking available in structure (complimentary with validation)