Meeting Location: Dobson’s Restaurant at Dobson Ranch Golf Club 2155 S. Dobson Rd., Mesa, AZ 7:15 AM—Registration 7:30—9:30 AM—Program PROGRAM—Ron Reed ―Business Expenses for the Agent‖ Ron Reed, CPA, is a tax reduction expert with a professional pedigree that lends itself to tax planning and tax education. His extensive experience as a speaker and accountant give him the understanding and ability to communicate tax strategies to your group in a lively and tactically useful way. Ron's experience speaks for itself: Former Tax Specialist with Price Waterhouse Former Vice President of Taxes for a Fortune 500 Company Currently a top-rated senior faculty member for the Becker CPA Review Course, which he has done since 1972 Arizona representative for Bradford and Company, Inc. since 1980 Charter member of the first Toastmaster’s public speaking club organized exclusively for professional speakers Since 1972 Ron has provided continuing education for CPAs Ron's delivery of the Tax Strategies Live program produces results in line with his impressive track record. Naifa-East Valley Social—Thurs, January 8, 2015 EAST VALLEY NEWS January 2015 NAIFA-EAST VALLEY M. G. Peterson Consulting, PLC, CPAs Hoopes, Adams & Alexander, PLC T & S Body & Glass Works THANK YOU TO OUR SPONSORS! EMSI-Arizona—Kevin Jensen The Chittendens Client Focus LLC
Transcript
Meeting Location: Dobson’s Restaurant at Dobson Ranch Golf Club
2155 S. Dobson Rd., Mesa, AZ 7:15 AM—Registration
7:30—9:30 AM—Program
PROGRAM—Ron Reed
―Business Expenses for the Agent‖
Ron Reed, CPA, is a tax reduction expert with a professional pedigree that lends itself to tax planning and tax education. His extensive experience as a speaker and accountant give him the understanding and ability to communicate tax strategies to your group in a lively and tactically useful way. Ron's experience speaks for itself:
Former Tax Specialist with Price Waterhouse
Former Vice President of Taxes for a Fortune 500 Company
Currently a top-rated senior faculty member for the Becker CPA Review Course, which he has done
since 1972
Arizona representative for Bradford and Company, Inc. since 1980
Charter member of the first Toastmaster’s public speaking club organized exclusively for professional speakers
Since 1972 Ron has provided continuing education for CPAs
Ron's delivery of the Tax Strategies Live program
produces results in line with his impressive track
record.
Naifa-East Valley Social—Thurs, January 8, 2015
EAST VALLEY NEWS
January 2015
NAIFA-EAST VALLEY
M. G. Peterson Consulting, PLC, CPAs
Hoopes, Adams & Alexander, PLC
T & S Body & Glass Works
THANK YOU TO OUR SPONSORS!
EMSI-Arizona—Kevin Jensen
The Chittendens
Client Focus LLC
January. 13, 2015 Day on Capitol Hill Capitol Hill Lawn
10:30 am (see Agenda, Pg 4)
February 27, 2015 ―Morning with the Stars‖
8:30 am—Noon SMoCA Lounge Mike Sanfratello
Norm Levine Tom Hegna
CALENDAR OF EVENTS
Page 2 EAST VALLEY NEWS— JANUARY, 2015
January 8, 2015
Dobson’s Restaurant at Dobson Ranch Golf Club
2155 S. Dobson Rd, Mesa Thursday—Breakfast
Meeting—7:15 am
Speaker, Ron Reed ―Business Expenses
For the Agent‖
Check out detailed info below.
March 12, 2015 Breakfast Meeting—
7:15 am Dobson’s Restaurant at
Dobson Ranch Golf Club Stephanie Holmes-Winton
―The Money Finder‖
March 21, 2015 State Picnic & Softball
Event (see details, Pg 6)
Keep more of your hard-earned money!
Learn how to save $2,500 to $27,000 in new deductions!
Be sure to attend our free upcoming seminar at the Naifa-East Valley Jan. 8th Meeting with
Ron Reed …...
"Proven Tax Strategies"
For the Insurance and
Financial Professional
(For 1099's, Statutory Employee's, S Corp's, C Corp's, LLC's, and Proprietor's-
If you're looking for proven, legal ways to save thousands of dollars on taxes, year-in, year out, our up-coming seminar event is for you!
We know our members don't want a rehash of information they already know. That's why this highly-regarded seminar, provided by Bradford and Company, will give you money-saving, legal techniques
you can put into effect immediately.
What if you're thinking, "But I already have an accountant. Why do I need the semi-nar?" Many of us assume our accountants take care of our taxes...but forget that WE are the ones
giving them the numbers and records they're using to prepare our tax return!
As I look back at 2014, I am fortunate to be able to say it was a success. I met most of my production goals; still have my wonderful staff in place, I took time out to enjoy my family & the beauty of this world. I have to give NAIFA due credit, I know I have these type of success because of the professional friendships, the knowledge & leadership skills that all come from NAIFA. Thank You!
Now – we all start at zero as we begin 2015. Yes, we have our book of business, our centers of influence, our staff, our systems, NAIFA & our motivation to make it the best year ever, so maybe we don’t start at zero after all.
I asked Betty to include two articles from the ―advisor today” The first one provided you a list of FREE benefits that are available just because you’re a member. I have used the Virtual Library many times. You can find an article or explana-tion on any topic you need to brush up on. Or maybe you need something to share with a client to support your position. The second article is a sales idea for finding money for Permanent Life. Most of our clients would choose Whole Life if money wasn’t a concern – help take that concern away. As I look forward to our 2015 NAIFA year, we have some exciting programs planned. We all have April 15th coming up – be sure to take lots of notes from Ron Reed’s January presentation. There may be deductions you’re not taking or record keeping that you’re not keeping. Ron’s presentation is sure to answer most of those questions. January 13th – Day at the Capitol. This is an opportunity for you to meet one-on-one with your State Legislator. This is an opportunity for you to make a difference. February – Morning with the Stars. For a $65 donation to NAIFAPAC you will hear from a lineup of speakers: Mike Sanfratello (my.fca.org/2133-sanfratello-mike.aspx) Norm Levine, & Tom Hegna. March’s program is Stephanie Holmes – Winton ―The Money Finder‖ March 21st is the State’s picnic & softball game. East Valley is building our own team & plan to take the trophy home. If you are interested in being on the team – just tell me or Lars Yes, ladies – we are playing!
Take a look at our updated Website: http://naifaeastvalley.org/ you will find links for many helpful sites, a quick & easy way to contact/support our Sponsors, the Newsletter & most exciting for Betty – A direct RSVP link.
A VERY SUCCESSFUL 2015
Donna Kohlhase, CLU, ChFC, CASL
Welcome New Members! Donald Ayers—American Savings Life Ins. Co.
Dustin Brutton—Northwestern Mutual
Donald Hagberg—State Farm
Aaron McDermid—State Farm
Nathan Raso—Knights of Columbus
Nicole Schaal—Farm Bureau Financial Svcs
DO YOU NEED
ERRORS &
OMMISIONS
INSURANCE?
Check out the great deal offered by NAIFA/CalSurance by clicking on the link below!
The reason we need to be involved with politics, legislative process and advocacy is similar to the impact of technology in our industry today. You can conduct business without tech-nology, and could be successful to a point---the real problem becomes that of long term rele-vance. How long will your customer base allow you the chance to not be engaged in the current world? You are involved, learn and contribute in the political process, so when something happens---we are invited to the table to help resolve the issue or to give an opin-ion that is heard. If you are not seen as a potential choice for the customer, you are not go-ing to make a sale when they are considering how they solve their insurance and financial service’s needs.
We could be one ―bad law‖ away from hurting our business opportunity beyond repair. Are you willing to risk your income without putting time, energy and money into a solution prior to the problem occurring? How much would you do or buy today…if you knew tomorrow was your last day here? Does this not sound like how we explain life insurance to our custom-ers.
Let’s get this plan started today….and it starts with your presence for DAY at the CAPITAL in 2015! Talk about staying engaged, learning and taking care of the customer in a relevant way.
Carmelo Alvarez, CLU, ChFC, CLF
Director/Chairman—Government Relations/APIC
Page 4 EAST VALLEY NEWS— JANUARY, 2015
Page 5 EAST VALLEY NEWS— JANUARY, 2015
2015 CAPITOL HILL DAY
TUESDAY JANUARY 13, 2015
YOUR OPPORTUNITY TO MAKE A DIFFERENCE
AGENDA
10:30 AM PIC, PAC & Government Relations CHAIRS
Meet at the State Capitol Complex – Senate Lawn
SETUP
11:00 AM NAIFA MEMBERS GATHER
11:30 AM
To LUNCH with LEGISLATORS AND NAIFA MEMBERS
1:00 PM
1:00 PM
To LEGISLATIVE OFFICE VISITS - APIC
4:00 PM
SPONSORED BY IFAPAC – ARIZONA
To confirm your attendance: please e-mail your intention to
