Sponsored by FiAT Programs. Open to everyone. Free Program. 

At this popular end-of-year planning workshop, the presenter John Lau, Managing Director and Principal at Robertson Stephens, 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. Etc.

Register Here