End of Year Tax Planning Strategies for Individuals
Location :
115 E Prospect Ave, Danville, CA 94526, USA
Status :
OpeningActivity Type :
Buzz SessionAbout Camp
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