Winston-Salem FSP Meeting - January 28, 2020

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
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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

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• 
• 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.
• For more information regarding administrative policies such as complaint and refund, please contact us at 336-789-8989, ext.231.