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Preparing for Tax Season

Event

Course Information

Location: 455 County Center, Room 101 – Redwood City

Participants who attend this course will be better able to understand key provisions of the current tax law through relevant, real-life illustrations, and workbook exercises. Participants will learn the tax implications affecting retirement, investments, homes, charitable giving, education, and children.

Highlights:

  • Review the income and capital gains tax rates currently in effect
  • Navigate clearly through the estimated tax rules
  • Identify twelve essential tax planning terms
  • Learn how to minimize taxes through pre-tax, tax deferred, and tax free investments
  • Uncover ten investments that provide tax advantages

Instructor Bio:

Louise Wen, CFP® has always had a passion for helping others understand complex financial topics. Before joining Financial Knowledge in 2014, she helped clients improve their finances through financial literacy classes as well as private coaching at non-profits and community organizations.