Post on 13-Sep-2014
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Property Finance & Tax Mastery
Workshop agenda
Agenda Main Points
Item Time WhoNetworking & registration 09:00 – 09:30 All
Intro, house keeping & agenda
09:30 – 10:00 Andy Haynes
Admin and tax allowable costs
10:00 – 11:00 Simon Misiewicz
Q&A - Comfort break 11:00 – 11:30
Using limited companies to reduce tax
11:30 – 12:30 Simon Misiewicz
Q&A – FREE lunch 12:30 – 13:30
Agenda Main Points
Item Time WhoSetting and achieving your property goals
13:30 – 14.30 Susan Alexander
Mastermind (get your burning issues resolved)
14:30 – 15:30 All
Comfort Break 15:30 – 16:00
What can we do to support you?
16:00 – 16:30 Simon Misiewicz
Wrap up and close 16:30 – 17:00
09:00 – 09:30 – Sign in and networking
o Bring plenty of business cards
o Make new friends and establish business contacts
o Your income is the same amount of the six closest people you associate with – so network well!
09:30 – 10:00 Welcome, house keeping & agenda items
o House keeping
o Objectives for the day
o Main topics of the agenda
10:00 – 11:00 Admin and tax allowable costso Contacting HMRC
o Keeping receipts and paperwork
o Identifying tax allowable costs
o Ways to reduce refurb costs
11:00 – 11:30 Q&A and comfort break
o Q&A on training notes
o Rest break
o Further networking
11:30 – 12:30 Using limited companies to reduce taxo Understand different levels of tax
bands
o Property management companies
o Using Limited Companies to flip properties
12:30 – 13:30 Q&A and FREE lunch
o Q&A on training notes
o Lunch
o Further networking
13:30 – 14:30 Setting & achieving property goals
o Identifying goals
o Working on prioritised tasks to achieve goals
o Time management
14:30 – 15:30 Mastermind
o Identify your key issue / question regarding property
o Get help and support with your key issue / question
o Help others solve their issue
15:30 – 16:00 Q&A and comfort break
o Q&A on training notes
o Rest break
o Further networking
16:00 – 16:30 – What can we do for you
o What support do you need
o How can we support you
o What would you like to see from an accountant
o How can we improve
16:30 – 17:00 Wrap up and close
o Overview of the day
o Facebook Page “Property Finance & Tax mastery”
o Webinars & eventswww.optimiseaccountants.co.uk
W: www.optimiseaccountants.co.ukT: 0115 946 1991E: simon@optimiseaccountants.co.uk