_You are invited to join us for networking with other Winston-Salem
financial professionals and two continuing education presentations. _
_8:00 TO 10:00 AM_
_TAX-REDUCTION STRATEGIES FOR THE INSURANCE AND FINANCIAL PROFESSIONAL
STRATEGIES THAT SAVE YOU TIME AND MONEY_
_SPEAKER: KELLY CLARK, BUSINESS CONSULTANT, TRAINING SPECIALIST,
BRADFORD AND COMPANY, INC._
COURSE DESCRIPTION: In this course, we will learn about the new
uniquely favorable tax status of the self-employed busienss owner
after the new 2018 Tax Act, the tax law changes for 2020 to maximize
deductions for your vehicle, current tax rates, state and federal,
strategies that can help with tax reform, and understanding the new
Section 199A Deduction for self-employed business advisors.
LEARNING OBJECTIVES:
*
Understand the self-employed business owner tax status; Tax law
changes for 2020 to maximize deductions for vehicle; current tax
rates, state and federal for calculating take-home value of any
deductions to your business; simplified version of the home-office
deduction; strategies to help with tax reform, research basis for
strategies, entertainment deduction, and the Section 199A Deduction
for self-employed business advisors.
Course Number:
Insurance CE Course Number:
NASBA Field of Study: Taxes
Level: Basic
Instructor:
Kelly is a business consultant and training specialist with a proven
background in education and business
management. 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
1200 locally and nationally taught sessions on tax strategies for the
self-employed. Kelly is a native of the San Francisco Bay Area, spent
a number of years as an owner and a consultant to small business, and
she specializes in the design and implementation of transferable
systems of operation to facilitate expansion. Over the past twenty
plus years, Kelly Clark has been involved in a variety of business
and professional avocations, including; Chief Financial Officer for a
midsize contracting company, Chief Operating Officer for a building
developer, President of the Mt. Diablo Property Association, board
member for both the East Bay Adjusters Association and Honorable
Order of the Blue Goose International. She brings experience,
integrity, knowledge and results.
Your Source for Tax Solutions: Bradford and Company, Inc. Bradford
and Company, Inc. was founded by W. Murray Bradford, CPA, tax
specialist and author of the Prentice-hall Business Tax Deduction
Master Guide. Mr. Bradford’s tax reduction programs have been
presented to over 400,000 participants since 1979. Murray’s
background includes eight years at the international accounting firm
of Price Waterhouse, where he was selected from thousands to serve
four years in the Price Waterhouse national office in Washington D.C.
He has been a featured advisor in the Wall Street Journal, USA Today,
Money Magazine, the Washington Post, Fortune, REALTOR Magazine,
Changing Times, and the Journal of the American Society of CLU’s. In
addition Mr. Bradford has appeared on TV/Radio: CBS New Nightwatch,
Financial New Network, Fox, KCBS New York, and KGO Television. He has
been a featured speaker for: American Institute of CPA’s, New York
Life, American Express Financial Services, San Francisco Lawyer’s
Club, National Association of REALTORS, American Dental Association,
California Medical Society, American Psychiatric Association, and
hundreds of other groups.
Presentation Date: TUESDAY, JANUARY 28, 2020
CPE Credits: 2 hour
Prerequisites: None
Advanced Preparations: None
________________________
SFSP MEMBER COST: FREE!
FIRST TIME GUEST: FREE!
RECURRING GUEST: $50 (ONLINE REGISTRATION ONLY)
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We hope you can make it!
Cheers,
Winston-Salem FSP Chapter
OUR SPONSORS -
GOLD:
FOR CHAPTER INFORMATION AND FUTURE EVENTS
HTTP://SOCIETYOFFSP.ORG/WINSTON/
*
* Financial Service Professionals WINSTON SALEM CHAPTER IS REGISTERED
WITH THE NATIONAL ASSOCIATION OF STATE BOARDS OF ACCOUNTANCY (NASBA)
as a sponsor of continuing professional education on the National
Registry of CPE Sponsors. State boards of accountancy have final
authority on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be submitted to the
National Registry of CPE Sponsors through its
website: www.nasbaregistry.org [http://www.nasbaregistry.org].
* For more information regarding administrative policies such as
complaint and refund, please contact us at 336-789-8989, ext.231.
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29/01/2020 Last update