三月不报税，四月徒伤悲

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2023-03-07 22:03

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大家好啊。

转眼三月了。大家有没有抓紧时间开始报税呀？

有没有纠结到底是找个会计还是用Turbo Tax?

有没有看到网络上很多的“省税绝招“但是又不确定该不该相信？

有没有发愁如何找到个合适自己情况的CPA？

有没有对着一堆的capital loss or capital gain不晓得有没有省税方法?

如果你有这些疑问，吃瓜哥来给你推荐几个的讲座！

第一场，三月八日礼拜三，美东下午3点

主题：自己DIY报税（或者用TurboTax）的常见错误和问题

- Backdoor Roth/Mega Backdoor Roth and 8606 filing
- Estimated tax payment strategy to avoid penalties and interest
- Rental loss and depreciation recapture when selling rental properties
- Equity compensation vesting, selling, reporting and tax optimization strategies
- Investment income reporting and filing
- Common mistakes for business owner, such as missing QBI, K1 filing, and expense claim

报名链接：

第二场，三月十五日礼拜三，美东下午3点

主题：常见的“省税绝招”，你该不该相信？如果相信了，会发生什么后果？

- Can starting a business help save tax with expense write-offs?
- Can I take a home office deduction since I now work from home?
- If I move to a state with no state income tax to work remotely, can I avoid paying state income tax?
- Can I claim my child/spouse/domestic partner/parent/pet as my dependent?
- If I got paid in Cryptocurrency, do I still have to pay tax?
- Does Cryptocurrency count toward capital gains?
- Can I use life insurance as a tax deferred vehicle for retirement savings?
- If my insurance policy lapses, can I claim capital loss?
- Should a more expensive CPA be able to help me save more tax?
- If I get audited, is my accountant/CPA/tax preparer responsible?

报名链接：

第三场：三月二十二日礼拜三，美东下午3点

主题：如何找到适合我自己（或者我的公司）的CPA?

- Shall I use TurboTax or CPA?
- Will CPA help me save more tax?
- Will CPA protect me from the IRS audit?
- How much does a CPA charge? (Show website)
- How do I find the right CPA for myself?
- Due diligence questions to ask when I interview a CPA

报名链接：

第四场：三月二十九日礼拜三，美东下午3点

主题：市场下跌时该做哪些税务规划

- Investment Tax Overview
- Tax loss harvesting
- Reduce concentrated stock positions
- Roth IRA conversion
- 529 super funding
- Life insurance over funding
- Gifting

报名链接

讲座来源：https://www.taurus-fin.com/events

这家公司的讲座质量都很高很赞。大家也可以直接去他们网站注册。

大家还希望听什么，欢迎后台给吃瓜哥留言。

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