Tax Prep - What is 1099?
It’s tax season! Whether you are new to being a 1099 contractor, or you’ve been self-employed your whole career, it’s always a good idea to review what your tax status is and how it works. Advanced Funeral Planners at Precoa are 1099 contractors. You receive a 1099-MISC tax form from Precoa for your previous year’s earnings. IRS.gov has a lot of resources available for 1099 contractors. If you want a basic refresher on how taxes may work for you, check out this PDF: 1099 worksheet_2023.pdf.
It’s Official! New Webportal Launches May 5th
Get ready to say hello to the new Webportal and all its incredibly helpful features! On May 5th, the beta portal will officially go live while the old legacy portal will ride off into the sunset. Enjoy all the smarter, faster, and easier-to-use new ways to level up...
Tips & Tricks: Webportal QuickStart Guide
https://vimeo.com/931247457?share=copy Learn even more ways to level up your day. These tips and tricks make using the Webportal’s new features even easier. Get started at beta.precoa.com
Add New Lead: Webportal QuickStart Guide
https://vimeo.com/931209732?share=copy Adding new leads has never been so easy! Find out how simple it is to enter new leads so you can always find them and follow up. Get started at beta.precoa.com
It’s Official! New Webportal Launches May 5th
Get ready to say hello to the new Webportal and all its incredibly helpful features! On May 5th, the beta portal will officially go live while the old legacy portal will ride off into the sunset. Enjoy all the smarter, faster, and easier-to-use new ways to level up...
Exciting Escapes News and Reveals | Live Now!
Exciting Precoa Escapes news has just been announced! Head over to escape.precoa.com to learn more about the 2025 trip and beyond!
Home Visits: Webportal QuickStart Guide
https://vimeo.com/931223864?share=copy Discover the opportunities all around you. Learn why the Home Visit’s location-aware features will help you maximize your time. Get started at beta.precoa.com
Lead Search: Webportal QuickStart Guide
https://vimeo.com/931237457?share=copy Search for leads at supersonic speeds! This thrilling new feature puts lead info at your fingertips faster than you can say “Webportal.” Get started at beta.precoa.com
Rankings: Webportal QuickStart Guide
https://vimeo.com/931246164?share=copy See where you stand at a glance. In today’s video, we check out the slick new look of the improved rankings page. Get started at beta.precoa.com
Follow-Ups: Webportal QuickStart Guide
https://vimeo.com/931221225?share=copy It’s never been easier to stay on top of your follow-ups. Today’s video walks you through the new features that will help unlock even more sales. Get started at beta.precoa.com
Your Day Starts Here.
https://vimeo.com/931831387?share=copy You have to see it to believe it. The new Webportal was built with you in mind: faster, more intuitive, and designed to help you be more effective. Check it out now at beta.precoa.com
Tax Prep - What is 1099?
It’s tax season! Whether you are new to being a 1099 contractor, or you’ve been self-employed your whole career, it’s always a good idea to review what your tax status is and how it works. Advanced Funeral Planners at Precoa are 1099 contractors. You receive a 1099-MISC tax form from Precoa for your previous year’s earnings. IRS.gov has a lot of resources available for 1099 contractors. If you want a basic refresher on how taxes may work for you, check out this PDF: 1099 worksheet_2023.pdf.
How to Qualify for Escapes
Did you make it on the Thailand trip? Are you setting your sights on next year’s destination? Make sure you know how to qualify for Precoa Escapes trips, and how to earn points for business between February 1, 2023 and January 31, 2024.
You can earn:
- One award point for all single pay sales (including EPOs) at age 76 and up and all TIs (+1 bonus point for Home Visits)
- Two award points for all other sales from national leads (+1 bonus point for Home Visits)
- Three award points for all other sales from local lead sources (+1 bonus point for Home Visits)
- 5,000 award points for each OAP membership sold
- Minus any chargebacks—If you’re charged back dollars, you’ll be charged back the proportionate number of points to match the new policy value. Chargebacks after the qualification deadline will be applied to next year’s incentive trip point total. *Unique rules apply for some funeral homes including Selected Services; please confirm with your manager if you have any questions.
You must earn a minimum of 1,500,000 points by January 31, 2024 to qualify for the trip. Additional points can be used for room upgrades, extra nights, excursions, etc. Rollover points carried over from previous years can be used for upgrades and excursions once the AFP or manager has already qualified.
2024 Precoa Escapes Reveal
Join us right now at escape.precoa.com as we reveal the location of our 2024 Precoa Escapes Destination!