NAIFA-Texas Proven Tax-Reduction Strategies for Insurance & Financial Professionals
If production is important to your business...
profitability should be too.
Today’s insurance and financial services professionals operate in an increasingly complex environment shaped by changing tax law, rising operational costs, compliance demands, and constant pressure on retained earnings — making smarter systems, better organization, and operational efficiency more important than ever.
Yet many professionals continue operating under outdated assumptions that may unnecessarily increase tax exposure and reduce long-term profitability.
This live Zoom program is designed specifically for insurance and financial services professionals who want to better understand the business strategies, documentation practices, and operational systems that help reduce wasted time, improve organization, and directly impact how much of their hard-earned income they ultimately keep.
Because in today’s environment, it’s not just about what you produce.
It’s about what you keep.
Proven Tax-Reduction Strategies
for the Insurance and Financial Services Professional
as a Businessperson
Live Zoom Program
Thursday – July 23, 2026
9:00 a.m. - 12:00 p.m. Central Time
Registration Fee: $25 per person
Approved for 3.00 Hours of Texas Department of Insurance (TDI)
General Continuing Education Credit
CE Provider: The DI Center, LLC (Provider #33510)
Live Zoom Class
Pre-registration Required
Not Recorded | Space Limited | AI Not Activated
This is NOT a tax-preparation class.
This practical business-focused program is designed to help insurance and financial services professionals better understand how legitimate tax-reduction strategies are created through informed business decisions, implementation, documentation, and operational practices — helping reduce unnecessary scrambling while improving organization, efficiency, and coordination with their tax professional.
Who Should Attend?
Any one-owner or spouse-owned business, regardless of entity:
S Corporation | C Corporation | LLC | Sole Proprietor | 1099 | Statutory Employee (Not intended for the traditional non-owner W-2 employee)
Just Some of What You’ll Learn:
· OBBBA Updates — Why today’s changing tax law requires smarter business decisions
· Elite Business Status — Understand how the tax law treats self-employed professionals differently than traditional employees
· Home Office Strategies — Break free from outdated myths that quietly cause many business owners to overpay taxes
· Medical Expenses — Discover why many self-employed professionals unnecessarily pay qualifying medical expenses personally instead of understanding legitimate business deduction opportunities available under current tax law
· Vehicle Strategies — Learn the methods, documentation approaches, and deduction opportunities many professionals fail to maximize properly
· Meals & Beverages — Understand how qualification, documentation, and classification directly impact deduction opportunities
· Documentation & Implementation — Learn how your actions, implementation, and documentation throughout the year directly impact legitimate deduction opportunities.
· Working Smarter with Your Tax Professional — Reduce wasted time, improve communication, and avoid common costly misunderstandings
· PLUS: Additional strategies focused on reducing unnecessary tax exposure and strengthening long-term profitability
A tax return reports the past.
A tax strategy shapes your future.
Your Instructor
Your instructor, Kelly Clark, is a nationally recognized business consultant and training specialist with a proven background in business ownership, education, and tax-strategy instruction. She has personally taught more than 3,000 programs nationwide for self-employed professionals and business owners.
About Bradford Tax Solutions
Bradford Tax Solutions, a division of Bradford and Company, Inc., has specialized in tax-reduction education since 1979. This educational program is designed to help self-employed professionals better understand IRS-supported business strategies, documentation practices, and operational decision-making that may impact long-term profitability.
