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Christopher Bird, EA, CFP, GRI
Focus on the Bottom line – Effectively Managing your Money
In today's information age there is a lot of confusion regarding wealth. In this informative session Chris will share his experiences with you to help you evaluate your current financial situation and become educated on your financial options. He'll show you how your actions today affect your wealth in the future and how to proactively prepare for a solid retirement. Fast paced and information packed!
This session is designed to help you learn:
- How to focus on the bottom line – What's your number?
- How to maximize your pre-tax options to keep more of what you make!
- How to project what you'll need to save or invest each year to live a comfortable retirement
- How to create budget, net worth and profit and loss statements so you manage your money like a pro
- How to manage and reduce your debt to create true financial freedom
- How to decrease your healthcare costs through the use of Health Savings Accounts
- And much, much more!
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Solid Investment and Retirement Strategies for Realtors® in 2008
Hold on to your seats as Chris shares with you his insights as an ex-IRS agent and a Certified Financial Planner. Learn the secrets to maximizing pre-tax investments, strategic tax planning, recent tax law updates and how they affect you and much, much more!
This session is designed to help you learn:
- Why IRA's can work for you – You NEED to know this!
- How you can harness the powerful financial benefits of the ROTH IRA and the brand new ROTH 401(k)
- How you can use the Coverdell Educational Savings account to pay for kindergarten through 12th grade
- How to understand College 529 Plans- and what you can do for your children or grandchildren
- Smart Investment and Retirement strategies everyone should know
- How to maximize self employed retirement plans- and discover a tax savings bonanza!
- How to understand and use wills and trusts and what they mean to your precious heirs
- How to understand the most recent Estate and Gift tax issues
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Advanced Asset Protection and Wealth Strategies for 2008 and Beyond
In the United States of America you must know the tax codes and recent laws to keep more of your hard earned dollars! This content rich program will give you the latest information you need to be sure you take advantage of the latest information. After this session you'll be equipped to take a more proactive approach to creating the wealth you deserve!
This session is designed to help you learn:
- Find out who are current IRS targets - Are Realtors® targeted in 2007 - 2008?
- Discover 2006 and 2007 Tax Law Changes impacting:
1. Coverdell ESA's (formerly education IRA's) Are they still right for you?
2. IRC 529 plans - don't miss this valuable insight!
3. Increase in Retirement Plan Contributions - Are you contributing enough?
4. Retirement Plan Loans - Uncover your new options!
5. Estate and Gift Tax Changes - Three changes you must know!
- Tax Deferred IRC 1031 Exchanges - Three things everyone should know about them
- Entity Choice issues
1. Sole Proprietor
2. C Corporation
3. S Corporation
4. LLC (Limited Liability Companies)
- Uncover the powerful differences that make a tremendous difference in your wealth, liability and tax strategies!
- Purchasing real estate properties (or interests) with tax deferred retirement plans - Four little known secrets that may cost you money!
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2008 Tax Strategies of the Wealthy and Wise
Take your goals to the next level while protecting your hard earned assets. Attend this session and learn how to better maximize your retirement plans, review your entity choices for the best tax advantages, and how to leverage your pre-tax dollars for maximum return. Just some of the issues covered in this seminar are:
This session is designed to help you learn:
- How the IRS "red flags" real estate professionals for an audit and how to reduce the chances that they select YOU!
- How to better understand the right business structure for your situation and how it effects affects your tax structure - includes a review of - Sole Proprietorship, limited liability company, S Corporation, or C Corporation.
- How to take advantage of the most effective (and often overlooked) tax deductions for the real estate professional
- Which records to keep and for how long
- Very important issues you need to know to safeguard the rental property deductions for Realtors®
- The three keys to finding the right accountant for you
- And much, much, more
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Solid Investment and Retirement Strategies for Today’s Manager/Broker®
In this fast paced session Chris reveals recent tax law updates, the secrets to maximizing pre-tax investments, strategic tax planning, retirement issues facing Broker/Owners and more.
This session is designed to help you learn:
- Why IRA's can work for you – You NEED to know this!
- How you can harness the powerful financial benefits of the ROTH IRA
- How you can use the Coverdell Educational Savings account to pay for kindergarten through 12th grade
- How to understand College 529 Plans- and what you can do for your children or grandchildren
- Smart Investment and Retirement strategies everyone should know
- How to maximize self employed retirement plans- and discover a tax savings bonanza!
- How to understand and use wills and trusts and what they mean to your precious heirs
- How to understand the most recent Estate and Gift tax issues
- The health savings account and how it can work for your family
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New!! 2008 Tax Write-off’s for the Self Employed
The tax write off's that Realtors® are allowed to deduct can result in significant reduction in federal state and social security tax liabilities. As an IRS agent for 16 years, Chris learned the ins and outs of the IRS system and brings you powerful information to save you money. Attend this updated, power packed session and learn specific, legitimate tax deductions you can use as a self-employed individual to lower your state, federal and social security taxes.
Just some of the important topics covered in this program are:
- The types of tax returns and which one is right for you
- Marginal tax rates versus effective tax rates
- The theory of "Before Tax" and "After Tax" – what they really mean
- Recordkeeping Requirements, including the length of time records should be retained
- Definition of an Independent Contractor versus an Employee
- What constitutes a legitimate business expense, including advertising, depreciation, automobile issues, hiring family members, retirement plan contributions, Insurances, estimated tax requirements, home office expenses, travel and entertainment and much more!
- The use of Entities in Business and how they differ, including Sole Proprietor, S Corporation, and Limited Liability Company (LLC)
- Current IRS Priorities to eliminate the TAX GAP
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