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.
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
Event Resulting: Webportal QuickStart Guide
https://vimeo.com/931216968?share=copy Level up your event game. Today’s video takes a deep dive into the helpful new features that will make your ACEPs more streamlined. Get started at beta.precoa.com
Lead Details: Webportal QuickStart Guide
https://vimeo.com/931228125?share=copy Details, details, details. In today’s video, find out why having complete lead info at your fingertips will help you be even more effective. Get started at beta.precoa.com
Calendar: Webportal QuickStart Guide
https://vimeo.com/931211902?share=copy See each day in a whole new way. Learn how to use the new calendar whose lighting-fast features will make everything so much easier. Get started at beta.precoa.com
Overview: Webportal QuickStart Guide
https://vimeo.com/931241242?share=copy Get a closer look at what the new Webportal can do for you. From the user-friendly dashboard to the most exciting new features, today’s video covers all the basics. AVAILABLE NOW: beta.precoa.com
Easier. Smarter. Faster. Webportal.
https://vimeo.com/931826989?share=copy Did we mention faster? Based on your feedback and testing with AFPs across the country, the new Webportal is going to be a game-changer. Check it out now at beta.precoa.com
2025 Precoa Escapes
We are excited to share our next Escapes trip with all of you! Join us right now at escape.precoa.com as we reveal our 2025 destination and stay tuned as we reveal more in the coming months! Here's a link to view the reveal:...
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!