Speaker Profile
BRUCE WARNER
Bruce Warner, CPA owns a CPA practice in Salt Lake City, Utah where he specializes in helping clients with tax planning and to implement financial strategies to increase wealth and well-being. He has previously had Series 7 and 63 securities licenses. He is now licensed as a CPA and life agent in Utah. His insurance and annuities business are affiliated with Global Financial Impact.
His practice has focused on taxes since 2009, and prior to that he worked for a major CPA firm and worked in the Oil and Gas Industry. He consulted with large energy businesses for 15 years with a Washington DC consulting firm, Brown, Williams, Moorhead & Quinn, Inc.

Bruce Warner
June 17 2025
01 : 00 PM EST
90 Minutes
Reducing Your Marginal Income Tax Brackets Through Strategic Investments and Tax Planning
Objective: Equip participants with strategies to minimize taxable income and optimize financial outcomes.Subtopics:Understanding Marginal Tax Brackets and the Taxation SystemProper Use of Tax-Advantaged Accounts: 401(k), IRA, HSA, and Self-Employed Pension Plans (SEP IRA)Strategic Investments: Tax Free Income, Real Estate, and Tax-Loss Harvesting. The case for vacation rentals. Investments in Oil..

Bruce Warner
July 15 2025
01 : 00 PM EST
60 Minutes
The Impact of the Likely Upcoming Trump Tax Changes
Objective: Analyze potential changes in tax policies and their implications for individuals and businesses.Subtopics:Overview of the 2017 Tax Cuts and Jobs Act (TCJA)Proposed Extensions and Modifications to TCJAChanges to Individual Tax Rates and BracketsBusiness Tax Implications: Corporate Rates and DeductionsSocial Security and Retirement Tax AdjustmentsPreparing for Policy Changes: Strategies and Plannin..

Bruce Warner
August 12 2025
01 : 00 PM EST
90 Minutes
Managing 401(k) and IRA Rollovers During Retirement Transitions
Objective: Provide guidance on handling retirement account rollovers and minimizing tax impacts.Subtopics:Understanding 401(k) and IRA Basics – what are the downsidesRollovers and RolloutsTraditional vs. Roth 401-K and IRA Rollovers: Tax ImplicationsRequired Minimum Distributions (RMDs) and Their ImpactStrategies to Minimize Taxes on Pre-Tax Retirement Income- Real estate investments and the real estate pro..

Bruce Warner
September 16 2025
01 : 00 PM EST
90 Minutes
Small Business Bookkeeping and Payroll Management on a Budget
Objective: Teach cost-effective methods for managing small business finances and payroll.Subtopics:Basics of Bookkeeping: Income, Expenses, and ReconciliationsChoosing Affordable Accounting Software (e.g., QuickBooks, others)Payroll Management: providers and compliance – payroll bookkeeping entriesTax Filing and Record-Keeping Best PracticesLet me know if you'd like me to expand on any of these outlines or ..