Taxes: How Insurance Brokers Can Optimize Tax Savings And Minimize Audit Risk

This presentation will cater to specific deductions and actions that insurance brokers can take in order to optimize tax savings. Additionally, the presentation will focus on how to avoid red flags when preparing agent’s returns. We will discuss common mistakes individuals make that result in an IRS Audits. Finally, we will go over some helpful tips when filing returns for the tax year 2016.

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Speaker:

Ronnie Shamoun
Tax Attorney and Adjunct Professor
RJS Law Firm

Ronson “Ronnie” Shamoun is a tax controversy attorney with over twenty years of tax experience including thirteen years in legal practice. Mr. Shamoun has helped thousands of clients find solutions to their civil and criminal tax matters.

Mr. Shamoun’s practice involves federal and state taxation with an emphasis in criminal tax defense, tax controversy, real estate, corporate law, and estate planning. Mr. Shamoun has extensive experience in representing individuals and businesses before the Internal Revenue Service (IRS), the California Franchise Tax Board (FTB), the California Employment Development Department (EDD), and the California State Board of Equalization (SBOE). The size of the individual amounts in controversy that Mr. Shamoun has either settled or litigated with the IRS and state tax agencies have ranged from a few thousand dollars to over $300 million dollars in other cases. Mr. Shamoun has also successfully defended numerous clients against criminal prosecutions by the federal government and the State of California. He has a sterling reputation with the United States Attorney’s Office and the District Attorney’s Office in multiple jurisdictions, and his firm has a reputation among the taxing entities for being steadfast advocates on behalf of their clients. Mr. Shamoun also served as general counsel for a regional supermarket conglomerate with thirteen stores and was responsible for overseeing legal issues for over eight hundred employees. He is a frequent legal commentator for many media outlets including Fox 5 News, ABC Channel 10 News, KUSI News, and NBC 7 News in San Diego. He is also a frequent contributor to the San Diego Union Tribune, San Diego Daily Transcript and the San Diego Business Journal as a Tax Expert.

Outside of his law practice, Mr. Shamoun is an active member of the local community. He teaches a Tax Practices and Penalties class at the University of San Diego, School of Law. The class is a required course in the Master of Laws in Taxation Degree. He is also the owner a convenience store (Newport Quik Stop), and a drive-through coffee/juice bar (Café Bella).

Event Details
Handlery Hotel
950 Hotel Circle North
San Diego 92108

Cost to Attend:
Member or First Time Guest: $20
Non-Member: $45

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