Course Information

Location: 455 County Center, Room 101 – Redwood City

Paying taxes can be stressful, especially while facing life events such as buying a home, having children, making investment decisions and retiring. This (online) course will help you gain an understanding of how the provisions of the new law will affect you so that you can plan ahead for filing your 2018 return.

Highlights:

• Figure taxes using both regular and AMT (alternative minimum tax) calculations
• Navigate clearly through the estimated tax rules
• Define the contribution and “catch-up” limits for your employer retirement plan
• Learn how to minimize taxes through pre-tax, tax deferred, and tax free investments
• Identify IRS audit triggers and how to avoid them

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.