Tax Planning Essentials

What the Workshop is About:

As Benjamin Franklin once famously said: "In this world, nothing can be said to be certain, except death and taxes." With the changes to our tax system through the Tax Cuts and Jobs Act (TCJA) of 2017, many of us need to rethink our tax strategies to ensure we are optimizing all tax benefits available. This session will review the basics of filing taxes, and how to optimize your tax strategy to receive the refund you deserve.

Some Questions We Answer:

• How do I know whether I should itemize or take the standard deduction?
• What is the difference between a tax deduction and a tax credit?
• Do charitable donations impact my tax filing?
• What is a Donor Advised Fund (DAF) and how does it work? 

Who Should Attend:

Anyone looking to fully understand basics of how our tax system works and seeking to optimize the best strategy to get the most out of his or her tax refund.