Tax easing strategies in a taxing world
Empower yourself and take control of your taxes! Learn what deductions you are entitled to and how to take advantage of those deductions year-round.
Simple strategies to put thousands
of dollars in your pocket
- How to Maximize the Deductions for Using Your Vehicle: Beyond the existing rules, the Economic Stimulus Package provides more ways to save.
- Home Office Deductions—What Qualifies and Rules to Follow: Learn how, by having a home office, you can increase other related deductions and how to make going to work tax deductible.
- Medical Deductions: Learn how to use a 105 Medical Plan to make your family's medical expenses deductible business expenses.
- Document, Document, Document: Learn simple, easy-to-use methods for documenting your expenses to make tax preparation easier.
Jim Dorman, CPA/PFS, CFP®, is a senior wealth advisor and president of Dorman Financial Management, P.A. After working as a CPA for 17 years, Jim decided to expand his practice to include financial planning services. Jim is a Certified Public Accountant, with a Personal Financial Specialist designation, and Certified Financial Planner™. He maintains Series 7, 24, 63 and 65 securities licenses and variable, life, and disability licenses in Florida.
March 08, 2013
11:30 a.m. - 1:30 p.m.
Check-in begins at 11:00 a.m.
ORRA Members: FREE
Non-ORRA Members: $15
On-site: + $15
Course provided by Dorman Financial Management, P.A., 341 N. Maitland Ave., Ste. 250, Maitland, FL 32751, Phone: 407.774.6815. Advisory Services offered through Dorman Financial Management, P.A. Securities offered through NEXT Financial Group, Inc. Member FINRA/SIPC. None of the entities named herein are an affiliate of NEXT Financial Group, Inc.
Business casual attire requested for educational programs.