Tax Savvy Bonding: How Taxes Affect Surety Credit

Tax Savvy Bonding: How Taxes Affect Surety Credit

Join industry peers for a practical and informative session on how tax decisions can support or limit your bonding capacity. This seminar breaks down what surety underwriters look for and how to keep your financial profile strong while still managing tax liability. It is all about making smarter decisions, avoiding red flags, and building the confidence to align tax planning with long-term business success.

Key Takeaways

• How Tax Strategies Influence Surety Credit
• Impact of Minimizing Taxable Income on Bonding
• Deferred Taxes and Retained Earnings: What Underwriters See
• Entity Structure Considerations
• CPA & Surety Collaboration: Getting Everyone on the Same Page
• Tax Return Red Flags That Can Hurt Bonding
• Best Practices for Year-End Planning with Bonding in Mind

Speaker

Matthew I. Snowden, AFSB, CIC, CRIS, MWCA, CLCS

The Mahoney Group