NAIFA-AZ Association Representing Licensed Insurance Agents

Proven Tax-Reduction Strategies for the Insurance and Financial Services Professional as a Businessperson
2026-07-28 09:00 - 12:00 (America/Phoenix)
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.

Introduction to Buy-Sell + Finding Confidence When Faith and Belief Are Challenged
2026-09-24 08:00 - 17:00
Join us for this In-Person Program
Thursday, September 24, 2026
9:30 a.m. – 11:30 a.m
Registration: 8:45 a.m. – 9:30 a.m
2 Hour Az CE Credit Program “Introduction to Buy-Sell” – Daniel T. Schmaltz 11:30 a.m. – 12:15 p.m. –
1 Hour Inspirational Program “Finding Confidence When Faith and Belief Are Challenged” – Jim Lutz
Location: Touchstone Wealth – Courtyard Community Room 6263 N. Scottsdale Road, Scottsdale 85250

DANIEL TIMOTHY SCHMALTZ, CFP, BFA, CKA, CEPA …attended Arizona State University and graduated from the WP Carey School of Business with a Bachelor of Science in Finance in 2000. From 2000-2012, he was an Independent Advisor at Walker Financial and M Financial Group. From 2012-2023, he was a Field Leader for Thrivent Financial serving Arizona and New Mexico. In 2023, he joined Touchstone Wealth as a Senior Vice President.

JIM LUTZ, LUTCF, FICF, CLTC …has been involved in swimming for over 50 years. He has taught and coached swimmers from novice ‘bubble blowers’ to those competing on the international stage. He has contributed back to swimming through motivational and inspirational speeches, articles and seminars. He currently works for an insurance company, is a certified life coach, has authored 12 published books with three scheduled for the Fall of 2026.

Introduction to Buy-Sell – 2 Hours CE Credit
This course will introduce the importance of buy-sell agreements and the impact that planning and implementing these agreements can have for your clients. The foundation of any buy-sell agreement would be the understanding of the type of entity that the client has. A review of these entities and an overview of the small business landscape kicks the course into gear. A thorough exploration of what a buy-sell agreement is, and the types available help round out the journey. The course finishes up with a case study on the gifting of a business and ends with a discussion on liquidation. Come for the Knowledge – Leave with the Vision
CLICK LINK BELOW TO REGISTER – NO FEE FOR NAIFA ARIZONA MEMBERS
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Download brochure PDF NAIFA Arizona Fall Program 2026
