End of Year Tax Planning Strategies for Individuals
Veterans Memorial Building (VMB) 115 E. Prospect Avenue Danville, CA 94526 Organized by TOWN OF DANVILLEAbout this event
We’ll send your reminder 2 days before this event closes so you don’t miss out.
You will no longer receive email alerts about this activity.
Description
Every year we must refresh our planning toolkit(s) to accommodate the multitude of changes and take advantage of a myriad of opportunities. Here is another chance to do some planning before the year is over. This popular end-of-year planning workshop will walk you through IRS Form 1040 “U.S. Individual Income Tax Return” line-by-line to identify some of the last-minute planning ideas that may save you from paying any unnecessary taxes. Workshop topics include: A tax bracket management strategy to help you stay in the lowest income tax bracket possible. * What you should do with your mutual funds before the end of year to avoid paying taxes on “fathom income”. * Tax saving ideas to cut taxable income from rental activities. * How to avoid paying taxes on the required minimum distribution from your retirement accounts. * How to minimize taxes on dividend income. Tax reduction ideas if you do work from home.
Sponsored By: Robertson Stephens Wealth Mangement LLCGuest Speaker: John Lau CPA CFP- Managing Director and Principal
Age Category
Senior
Location
Danville Senior Center
Instructor
Town Volunteers