Omar Garcia Tax Strategy

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Omar Garcia Tax Strategy 🟣 Webinar: Keep More of Every Commission
📅 Sept 25, 2026 | 11 AM Central
🕑 about 30 min

Buying something just for the tax deduction usually doesn't make sense. Spending $1 to save a fraction of it in taxes st...
10/05/2026

Buying something just for the tax deduction usually doesn't make sense. Spending $1 to save a fraction of it in taxes still means you spent the dollar. A deduction should support a decision that already makes sense for the business.

Waiting until tax season to think about taxes limits your options. Many of the decisions that can reduce your tax bill n...
10/04/2026

Waiting until tax season to think about taxes limits your options. Many of the decisions that can reduce your tax bill need to happen before the year ends.

Your tax bracket and your effective tax rate are not the same thing. Your effective rate tells you what percentage of yo...
10/03/2026

Your tax bracket and your effective tax rate are not the same thing. Your effective rate tells you what percentage of your income you actually paid in federal income taxes.

Making more money is great. But if your business grows and your tax strategy stays the same, you could be leaving money ...
10/02/2026

Making more money is great. But if your business grows and your tax strategy stays the same, you could be leaving money on the table. Your tax plan should change as your business changes.

A bigger tax refund doesn't always mean you paid less in taxes. What matters is how much you paid throughout the year an...
10/01/2026

A bigger tax refund doesn't always mean you paid less in taxes. What matters is how much you paid throughout the year and whether your tax strategy actually fits your business.

Today at 11 AM Central. Bring the money decision you've been putting off.For an insurance producer, that might be a prop...
09/25/2026

Today at 11 AM Central. Bring the money decision you've been putting off.

For an insurance producer, that might be a property, a retirement contribution or cash for the agency's next move. The goal matters before the tax strategy does.

You need numbers that show what the business can support, not just a deduction that looks impressive on paper.

In Keep More of Every Commission, you'll run your Tax Risk Score live in the first ten minutes. Then we'll work through the decisions behind funding the next asset and the order for making them. About 30 minutes, for producers doing $150K+.

Bring the property or contribution you've been circling. You don't need to have the answer before you arrive.

Register here to receive the join link: https://us02web.zoom.us/webinar/register/2217894190638/WN_Oxg8xk1gSReQztv4GIWEPQ

Your agency's next money decision has more options than yes or no.Proceed when the case is clear and the business can su...
09/25/2026

Your agency's next money decision has more options than yes or no.

Proceed when the case is clear and the business can support it. Pause when a necessary condition is missing. Test when a smaller commitment can answer the question. Get more evidence when the numbers aren't reliable enough.

A lead budget may need a test. An owner draw needs a look at available cash. An entity change needs records before a recommendation.

The next step should fit what you know, not how quickly you can give an answer.

Which of those four fits the decision on your desk?

Going deeper on this today, 11 AM Central. Link in the comments.

"I need a tax strategy" tells me you're concerned. It doesn't tell me which decision your agency needs to make.Owner pay...
09/25/2026

"I need a tax strategy" tells me you're concerned. It doesn't tell me which decision your agency needs to make.

Owner pay? A retirement contribution? Support staff? A lead purchase? Write down the result you want, the cash involved, the timing and the alternatives.

Then identify the missing answer. The cost? The rule? The cash available? Whether the idea solves the real problem?

Not knowing yet isn't a failure. Naming what you need to learn is how you make the decision useful.

Which part of your current decision still needs an answer?

Going deeper on this today, 11 AM Central. Link in the comments.

Same conference. Same tax strategy. Three producers who should make different decisions.One needs cash for a hire. Anoth...
09/25/2026

Same conference. Same tax strategy. Three producers who should make different decisions.

One needs cash for a hire. Another is planning for retirement. The third needs cleaner records before deciding anything.

The presentation didn't change. The job their money needs to do did.

Before a recommendation becomes a move, ask four questions: what's the goal, what's in the way, what else could the money do, and what has to happen first?

A good strategy still has to fit the agency using it.

What should an advisor understand about your agency before recommending your next move?

Tomorrow at 11 AM Central. October is a week away.A strong year can still end with the same unfinished plan. The agency ...
09/24/2026

Tomorrow at 11 AM Central. October is a week away.

A strong year can still end with the same unfinished plan. The agency gets busy, the tax decision from March stays on the list, and November arrives before anyone acts. Then comes the bill and the promise: not again.

The change isn't becoming a tax expert. It's getting someone to look before the calendar fills and knowing which decisions need attention before AEP.

Tomorrow, I'll spend about 30 minutes on that with producers doing $150K+. You'll run your Tax Risk Score live in the first ten minutes to see your 2026 exposure. Then we'll separate October deadlines from December ones and work through the order.

Bring the hire, contribution or timing question you've been putting off.

Register here: https://us02web.zoom.us/webinar/register/5017894190596/WN_Oxg8xk1gSReQztv4GIWEPQ

Address

4002 Paredes Lane Ste 15
Brownsville, TX
78526

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm
Sunday 9am - 5pm

Telephone

+19562337841

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