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Proven Tax-Reduction Strategies for the Insurance/Financial Services Professional
as a Businessperson
(Zoom Seminar)
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Sponsored by:
NAIFA® Nebraska
3 Hour CE Credit
Continuing Education for this class is being
handled exclusively through NAIFA-NE - Will provide three hours of CE for NE & IA Insurance (pending approvals)
Presented by:
Bradford Tax Solutions
Specializing exclusively in tax-strategy education to help self-employed professionals maximize profits.
Tuesday, 8/19/2025,
9:00 am-12:00 pm, CDT
8:00 am – 11:00 am, MDT
NOTE: Live Q & A may extend the session
Complimentary Zoom Class:
Pre-registration is required
Not recorded | Space is limited | AI not activated
Who should attend? Any one-owner or spouse-owned business, regardless of entity; S Corp, C Corp, LLC, Small Partnerships, Statutory, Sole Proprietorships, 1099.
*Not intended for W-2 employees who do not have business ownership.
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Whether you’re a seasoned pro or new to your business,
this live Zoom class is packed with actionable insights tailored to
help you keep more of what you earn!
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Just Some of What You’ll Learn:
- Understand Your Elite Business Status — and stop falling for costly tax myths.
- Home Office: Break free from outdated rules and save big.
- Medical Expenses: Transform into 100% Business Deductions —including Long Term Care.
- Vehicles – The Goldmine: Method choice, documentation, multiple vehicles, special classification(s).
- Meals & Beverages: Qualify, document, and classify to grow your business — even double deductions!
- NEW Tax Laws: Why claiming every deduction matters more than ever.
- Work Smarter with Your Tax Pro: Avoid outdated expectations that lead to overpaying taxes.
AND SO MUCH MORE!
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Don’t mistake a tax return for a tax strategy.
Filing just reports the past—real strategy shapes your future.
Practical strategies that help you build retained earnings, spot missed opportunities, and gain a deeper understanding of how smart planning drives long-term results.
Complimentary Zoom Class:
Pre-registration is required
Not recorded | Space is limited | AI not activated
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Your instructor is Kelly Clark: She is a business consultant and training specialist with a proven background in education and business management. She is the operational owner of several businesses and teaches with practical, first-hand experience. Kelly was personally selected and trained by W. Murray Bradford. Having worked closely with Bradford and Company. Inc. since 2000, she is now a recognized professional, having taught over 3000 tax-reduction programs nationally.
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Bradford and Company, Inc is a non-biased educational firm.
This is not a tax-prep class.
This lively, entertaining seminar is presented by Bradford Tax Solutions, Inc.,
a provider of tax-reduction strategies for more than 40 years. Information in this seminar is excerpted from Bradford's Business Tax Deductions "On the Go" resource/course, optionally available at a group discount after the class.
QUESTIONS? Contact NAIFA-NE Executive VP Joe Pittman at [email protected] or 402-397-0280.
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