THIS SEMINAR IS COMPLIMENTARY TO OUR MEMBERS. For non-FPA members, the fee is $50.
Tuesday, 11/12/2013, 8:30 am-10:30 am REFRESHMENTS PROVIDED
The Community Foundation Boardroom
7501 Boulders View Drive, Suite 110
Richmond, VA 23225
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 are using to prepare our tax return.
This seminar is guaranteed to identify between $2,500 and $27,500 in NEW deductions that can be used right away to pocket thousands in tax savings. These deductions are based in tax LAW, but presented in simple English that all of us can easily understand.
You Will Learn:
Overview of the 2013 Tax Code Changes identified in the New Year to help you become more tax efficient in your business planning.
How the 2013 tax law affects purchases of cars, computers and desks, as well as other equipment, for your Business.
FPA Members can use this information and knowledge not only toincrease their own income but to assist in generating income and premium dollars for their business and self-employed clients.
Increase your income – How to use the tax side of your business to INCREASE your spendable income in 2013.
Myths – What taxes really cost you – regardless of your earnings.
Entertainment Strategies – 2 remarkable entertainment deductions available to Insurance and Financial Professionals that may surprise you.
Double Entertainment Deductions – 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 Updates!
Actual Expenses vs. IRS Method Mileage – New $25,000 automobile deductions you don’t want to lose.
IRS Audit - Reduce your chances – Red flags to avoid.
Home Office Deduction –Why Insurance and Financial Professionals may now safely qualify for this remarkable deduction and how it transforms personal commuting to deductible business miles.
Learn how a 105 Medical Plan can turn your family's medical expenses into tax-favored business expenses.
Here is what folks have said about these programs:
"Based on what I learned in this course, my CPA redid my tax return and I realized $43,000 in cash savings."
--Steve Allen, Flower Mound, TX
"Nancy and I are probably saving what would equal a college tuition (or more) from this course."
-- Ted Heaton, Austin, TX
"I uncovered at least $20,000 of deductions I didn't know about before. Now I am a lot more confident about my deductions."
--Bassie Lee, Palo Alto, CA
This seminar is presented by Kelly Clark of Bradford and Company, Inc., and excerpted from the Bradford and Company, Inc. Tax Strategies for the Self-Employed audio course (available to register for after the seminar).
RSVP: Mila Spaulding,
(804) 749-8149 or
Here is a sample of topics from Forum 2013
22 Sessions, including:
Asset Allocation Strategy
How to Tell a Great Investment Story
Cutting Edge Tax Planning/Opportunities
The State of the U.S. Healthcare System
Social Security Strategies
Taxes, Oh What Changes 2013 Brings
CFP and CPA Ethics
20 Speakers, including:
Michael Jones, Ken Haman, Michael Kitces, Rick Mayes,
Ned Sledge, Jen Flinchum and Dan Candura