FPA CT-Fairfield County & Greater New Haven Chapters
to co-host a luncheon program
2019 Tax Strategies for the Insurance 
and Financial Professional
(This presentation has been accepted for 2 CFP CEUs; 
2 CT Insurance CEUs are pending)
Wednesday, September 25, 2019
11:30 a.m. - 1:30 p.m.
Program
Greetings, FPA Members & Colleagues!

We are pleased to announce that the FPA CT-Fairfield County and Greater New Haven Chapters will be co-hosting an educational program 
on 2019 Tax Strategies for the Insurance and Financial Professional , presented by Thomas Rich, a Tax Strategies Live Instructor for Bradford Tax Seminars,  on Wednesday, September 25, at Mill River Country Club in Stratford. 

This two-hour presentation will address the impact of the 2018 Tax Act and the  2019 Tax Reform Act and is designed for the one owner or husband/wife-owned  business, such as 1099, statutory employees, S Corps, LLCs and proprietors; not  intended for common law or W-2 employees). 

Here's some of what you'll learn:
  • Why your accountant can't "just take" the New Tax Deductions for you.  
  • How to navigate the new 20% 199A deduction designed for self-employed professionals and worth up to $63,000.
  • Why you may want to buy a new or pre-owned car sooner than you think...the great 2019 "makeover" of the car deduction rules you will want to take advantage of.
  • How to safely qualify your home office for big tax deductions, even if you spend most of your office time at a branch office.
  • The new...and improved... food and beverage deductions for insurance and financial professional that you probably don't know about.

Learning Objective: At the end of this session, attendees will understand the impact of the 2018 Tax Act, as well as the 2019 tax reform act, and the various strategies that can be utilized to minimize taxes and maximize business deductions in 2019 and beyond, for themselves and for their clients.
Level of Complexity:  Intermediate
 
  Click here for speaker bio.
Registration
Luncheon Meeting Registration Fees 
This is a free event for all FPA Members!
  While this event is free for FPA members, advance registration is required.
Non-Members pay only $30 Advance/$40 at door
If paying at door, cash or check only.

TO REGISTER:
Click here  to register.
Registration Deadline: Friday, September 20th

Questions, contact Lori Somerville at 877-777-0600 or 
Save the Dates!
Thursday, 9/5/19
Happy Hour with the FPA Greater New Haven Chapter Board
Click here for details.
Wednesday, 10/23/19
FPA CT-Fairfield County Educational Dinner Meeting
Wednesday, 10/23/19
FPA CT-Greater New Haven & FPA CT Valley Ethics Luncheon Meeting
Wednesday, 11/13/19
FPA CT-Fairfield County NexGen+ Event
Wednesday, 12/4/19
FPA CT-Fairfield County Ethics Dinner Meeting
Dates/Times/Topics Subject to Change.