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Work Opportunity Tax Credit and Understand Audits on Credit Card Merchant, W/C Insurance and W/C Policy Placement - San Jose Chapter Chapter Meeting 1.23.19
Biltimore Hotel
Santa Clara, CA 95054
Wednesday, January 23, 2019, 5:30 PM - 9:00 PM PST
Category: Chapter Meetings

Work Opportunity Tax Credit and Understand Audits on Credit Card Merchant, W/C Insurance and W/C Policy Placement
San Jose Chapter Meeting


Wednesday, January 23, 2019
Registration: 5:30 PM
Event: 6:00 PM - 9:00 PM


Biltmore Hotel

2151 Laurelwood Rd

Santa Clara, CA 95054


- Federal tax credit available to employers for hiring individuals from certain target groups who have consistently faced significant barriers to employment.
- Federal Workforce tax credits are available that incentivize workplace diversity and facilitate access to good jobs for American Workers.
- $2,400 to $9,600 Tax Credit available per qualified employee
- A two-phase approach to expense reduction is unparalleled in the payments industry. We review your credit card merchant to identify areas of correction, i.e., plan type, rates & fees.
- Rate and Fee Variables include the Type of Credit Card used and how the payment was run.
- From our case studies, Business Owners are overcharged on their Workers Comp Insurance Premiums.
- Class code mis-classifications, Over stated Payroll, and Insurance Carrier Auditor errors all lead to over charged premiums.
- Get to know the WCIRB and study their public website.


Nick Harrison, Insurance Agent - BrokerWestWind Insurance Agency Business Solutions - Risk Management - Tax Planning - Workers Comp, Will Schaub VP of Sales and Business Development at WillServ Business Solutions, Inc

Nick brings 10 years of Insurance Industry Marketing, Management, Training, Carrier relations, and Client services to the table. With Nick’s experience as an On Boarding Manager and Trainer at a local Property and Casualty Insurance General Agency, Nick developed the understanding of each Insurance Carrier and their Underwriters Appetites. Nick utilizes and shares this knowledge with today’s Business Owners and other Business Professionals to Insure they or their Clients aren’t over spending on their Insurance Premiums. Nick realizes that elite Client and Agent services both in the pre and post sales phase of any transactions conducted are paramount. These Cornerstones will drive any organization towards continued excellence. Aligning one’s self with quality people, products, and creative thinkers allow us to and greatly reduce the Insurance expenses of our Clients. Nick has a steady track record of Saving Clients anywhere from 40-70% on their Workers Compensation premiums.Will has had over the past 15 years been a successful player in the supplemental Benefits, Accident & Health and Insurance industry. He has acquired a reputation of being able to deliver quality products and services, as well as the top notch support and care that goes hand in hand. His conviction that business owners needed more than cookie cutter answers to solve their employee Insurance, Benefits and Financial issues, and that they were not being afforded an opportunity to take advantage of the various Government Incentives and Tax advantages available to them, drove him to consider a new consultative business opportunity, in an entrepreneurial environment. As a Regional Manager, he had taken the market challenges thrown at him, and became one of the highest producers in the country. He has surrounded himself with not just Insurance expertise, but with business professionals as well. His affiliated companies are winners in their fields, with offerings and technology platforms second to none.

CPE Information:

3 Federal Law Hours

IRS: 18QC1-T-01106-18-I
CTEC: 1000-CE-4483

Knowledge Level: Overview


Registration Fee (Member): $50
Registration Fee (Non-Member): $60
Late Registration Fee (Member and Non-Member): $10
Date Late Registration Fee Applies: 01/21/2019

Dinner is include with paid registration fee.


Please contact Melissa Mora to register for this event. Information below:
Contact Email: [email protected]
Contact Phone Number: (408) 981-1610

The San Jose Chapter does accept onsite registration.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at

Contact: Melissa Mora at [email protected] or (408) 981-1610