Proven Tax-Reduction Strategies for the Insurance and Financial Services Professional as a Businessperson

If production is important to your business… profitability should be too.

Proven Tax-Reduction Strategies

For the Insurance and Financial Services Professional as a Businessperson. For self-employed insurance and financial services professionals who want to better understand the business strategies and operational decisions that directly impact profitability.

DATE: TUESDAY July 28, 2026

TIME: 9:00 am – 12:00 pm AZ Time

CE CREDIT: 3 Hours CE Credit  CE through NAIFA-AZ

REGISTER NOW

Advanced Registration Required * Live Interactive Zoom Program * Space Limited • Not Recorded • AI Not Activated Scan or Click in This Box to Register

Practical tax-reduction strategies that help you build retained earnings, spot missed opportunities, and gain a deeper understanding of how smart planning drives long-term results.

This is not a tax preparation class. This program focuses on how business owners and independent professionals reduce taxes through informed decisions, implementation, and documentation within their business—working effectively with their tax professional.

You are in business. How you think, act, and document within your business ultimately determines your tax outcome.

WHO SHOULD ATTEND:

Any one-owner or spouse-owned business, regardless of entity; S Corp, C Corp, LLC, Statutory employee, Sole Proprietorships, 1099.

3 Hour CE Credit Continuing Education for this class is being handled exclusively through NAIFA-AZ. ➡️Camera ON Required for CE Credit

In this 180-minute interactive program, this is just some of what you will learn:

• Turning Medical Expenses into Business Deductions

• The Secrets of the Home Office Deduction

• Understand Your Elite Business Tax Status

• Vehicles: Uncovering the Tax Goldmine

• Meal and Beverages and Double Deductions

• WHY New Tax Laws reinforce the need to claim all

deductions – regardless of income!

AND SO MUCH MORE!

Every dollar you save in taxes directly increases your profitability.