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Proven Tax Strategies

Tax law is not easy. Advisors working with self-employed and small business owners understand that finding tax alpha for clients includes more than just mitigating taxes on investment earnings. This session foscues on understanding a) the uniquely favorable tax status of the self-employed business owner; b) maximizing deductions; c) current tax rats and calculating the take-home value of any deductions; d) Taxpayers Relief Act; e) new rules regarding home-office deductions; f) medical expenses; g) overlooked deductions.If you're looking for proven, legal ways to save thousands of dollars on taxes, year-in, year out, our upcoming seminar event is for you!

This seminar is presented by Maine Shafer of Bradford and Company Inc., and excerpted from the Bradford and Company, Inc. Tax Solutions Program optionally available to seminar attendees after the program.

What past attendees have said about Proven Tax Strategies

"Anybody that does Financial Planning should not miss this course! Most Financial Planners are either Business owners or have clients that own businesses. Much of the training we get on tax issues has to do with large corporations or retirement plans but this program is about the actual business owner."
Jeff A. Ashford, CFP®
FPA President, Oklahoma City, OK

 

Monday, January 12, 2015
8:30 PM - 11:00 AM

Location
University of North Florida
Herbert University Center
12000 Alumni Dr
Jacksonville   FL   32224-2678
(904)620-4222
FAX    (904)620-4223
Website for Location
Map for Location



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Agenda

 

Jan 12 2015 8:30AM


Registration & Continental Breakfast


Arrive early enough to pick-up your registration package and enjoy a continental breakfast.

Jan 12 2015 8:45AM


Chapter Meeting


Be in the know about FPA of Northeast Florida. Learn about upcoming programs and opportunities to get involved as well as pro bono programs in our community.


Maine Shafer, JD
Bradford and Company, Inc.

Jan 12 2015 9:00AM


Proven Tax Strategis


Take a look at the kind of information you'll learn:
•How the new tax law changes for 2015 can dramatically increase your take home income.
•Learn when the 105 Medical Plan escapes the 2014 Affordable Care Act and how you can turn your family's medical expenses into tax-favored business expenses.
•How the new law affects purchase of cars, computers, and equipment for your business!
•Proven low-stress, time saving techniques and strategies for avoiding an IRS audit! (Our strategies can save you a whole lot of pain and heartache!)
•How to help your accountant work a lot more effectively on your behalf!
•How keeping records the right way can open a whole new world of tax deductions
•The one vehicle-ownership mistake that can cost you thousands, even tens of thousands in dollars!
•The truth about appointment books and auto logs!/li>
•One simple tactic that makes your deductions stand up and shout, "I am deductible!"
•When the use of an office in your home actually reduces your chances of an IRS audit!

And that's just for starters!

Speaker Profiles

 


Maine Shafer, JD
Bradford and Company, Inc.

Maine Shafer’s background includes nine years at Price Waterhouse (now PWC), where he was selected from thousands to serve four years in the PWC national office in Washington, DC. He has more than 10 years experience as a professional speaker delivering tax reduction strategies on behalf of Bradford and Company, Inc. Maine’s strong background in taxes started when he worked on the staff of a U.S. Senator on Capitol Hill, while receiving his Juris Doctorate from Georgetown University Law Center. His tax education continued during his clerkship with the Chief Judge of the Eighth Circuit Court of Appeals.

In addition, Maine has served as the attorney for the New Mexico Department of Taxation and Revenue. Maine’s presentations have involved not only making tax information clear and usable, but also delivering sales and motivational programs throughout the Western United States.


Sessions

Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.


DateCourse Title/DescriptionStartCFP®
Jan 12, 2015 Registration & Continental Breakfast 8:30 A
Chapter Meeting 8:45 A
Proven Tax Strategis Maine Shafer, JD 9:00 A 2.00