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Solving for the Independent Insurance Agency.
Jon Diaz once left our company to pursue a "dream job". However, he found out that sometimes dreams are different from reality, and building something was more the dream he wanted to pursue.
In this clip, he discusses why he returned to build the dream with Aaron and David on our latest Law & Ledger conversation.
05/12/2026
If you own buildings for your agency, you know that costs can not only add up - some of them are big purchases of their own. So, how do you approach them for taxes? Can you deduct it, or must you depreciate it over 39 years?
Read more on our Blog at https://www.myagencypoint.com/articles/is-door-replacement-a-repair-or-39-year-asset
05/10/2026
Happy Mother's Day to all the moms out there - you are appreciated! 💙
Wishing you a great holiday from all of us at AgencyPoint and PFS Global.
When you're building something, a culture of momentum can build along with it. And often, others want to be a part of that.
Aaron, Jon, and David discussed how building something at PFS Global has been something that has motivated them all in this discussion from Law & Ledger.
05/05/2026
Reading your contracts and agreements, and reviewing them every few years, is just good business. And if you don't do it already, now is a good time to start. It may save you a lot of time and money.
Read more on our Blog at https://www.myagencypoint.com/articles/beyond-the-handshake
04/28/2026
Family businesses can bring togetherness, legacy, support, and also stress...
So, what do you do when your family ties cause trouble with taxes? Read more on our Blog at https://www.myagencypoint.com/articles/when-family-ties-cause-tax-trouble
04/23/2026
- People are your most valuable asset, and helping manage their operations is something our team can do to support them!
From payroll to compliance, we're here to help. Learn more about all the ways at myagencypoint.com/what-we-do/PeopleOps
Will AI replace some roles or tasks? It is likely happening and will continue to happen. But AI isn't free. Computing costs are high for AI companies, and that cost will still be passed to businesses that use it.
Raul discusses how your goals and needs for AI must be balanced strategically with the costs in this clip of with David and Aaron.
04/15/2026
The day has arrived, and ready or not, it is time to file. And if you've waited this long and want help now, just know that results may vary...
🖌️: Joe Heller | Hellertoon.com
04/14/2026
Time is running out, so we want to know - what's your number one question on insurance agency taxes? Let us know in the comments...
Need more than just one answer? Contact our team at myagencypoint.com/what-we-do/TaxOps
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556 N Diamond Bar Boulevard, Ste 101
Diamond Bar, CA
91765
Opening Hours
| Monday | 8:30am - 5:30pm |
| Tuesday | 8:30am - 5:30pm |
| Wednesday | 8:30am - 5:30pm |
| Thursday | 8:30am - 5:30pm |
| Friday | 8:30am - 5:30pm |