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Tax Strategies for the Insurance and Financial Professional

October 17, 2013 @ 11:30 am - 2:00 pm

The lively and entertaining professional speaker will put thousands in new tax deductions on this year’s tax returns!  This presentation is a content-rich preview of Bradford & Company’s nationally acclaimed tax strategies course.

Here’s what you’ll learn on October 17th:

  • Increase your Income: How to use the tax side of your business to increase your spendable income.
  • Myths: What taxes really cost you – regardless of your earnings.  How the new 2013 tax laws affects purchases of cars, computers, desks, as well as other equipment for your business.
  • Entertainment Strategies: Learn how business entertainment deductions uniquely apply to the Insurance and Financial professional.
  • Double your Entertainment Deductions: Learn 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 deduction updates!
  • Actual Expenses vs IRS Method Mileage: New 2013  $25,000 automobile deductions you don’t want to lose.
  • IRS Audit: Reduce your chances – Red flags to avoid.
  • Home Office Deduction: Why the Insurance and Financial Professional may now safely qualify for this remarkable deduction and how it transforms personal commuting to deductible business miles.
  • Medical Deductions: Learn how a 105 Medical Plan can turn your family’s expenses into tax-favored business expenses.

Speaker Info:
Thomas Rich
Tax Strategies Instructor

Thomas Rich is an accomplished professional speaker who draws from a diverse professional background to relate to Tax Strategies Live course in an engaging and useful way.

Clients from various professional groups and the insurance, financial, real estate industries have all given Thomas high marks for his communication skills.  As a corporate leader and business executive, Thomas has worked in computer, petroleum, retail, wholesale distribution, and automotive industries.

Thomas’s educational background includes Texas Christian University, Texas A&M University, and Del Mar College.  As a member of the National Association of Accountants, he served as a board member for the Dallas/Ft. Worth chapter.  This professional experience adds a tremendous amount of real-world insight and practical applications to Thomas’s Tax Strategies Live Program.

Event Info
Handlery Hotel San Diego

950 Hotel Circle North
San Diego, CA 92108


Registration: 11:30 AM to 12:00 PM
SDAHU Business: 12:00 PM to 12:30 PM
Speaker Presentation: 12:30 PM to 1:30 PM

Cost to Attend:
Reservations made through October 11
Member: $20
First Time Guest: $20
Non Member: $50

Reservations made October 12 through October 15
Member: $45
First Time Guest: $45
Non Member: $75

On-Site Registration Fees
Member: $55
First Time Guest: $55
Non Member: $85

Effective Immediately | New Meeting Reservation Policy

Pre-Registration: All registration fees ($20 member/first time guest and $50 non-member) will be valid through the Friday prior to a luncheon meeting.  Thereafter, all registration fees will increase an additional $25 ($45 member/first time guest and $75 non-member).  Pre-registration will close the day prior to a luncheon meeting.

On- Site Registration
: All registrations made at the door will be accepted only if seating is available after the pre-registrants have checked in and are seated.  On-site registration fees are $55 member/first time guest and $85 non-member.

All registration fees are non-refundable; either full or partial.


October 17, 2013
11:30 am - 2:00 pm


Handlery Hotel