Last-Minute Year-End Income Tax Strategies for Individuals
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JOHN LAU, CPA, CFP®
Managing Director, Principal
John is a Principal and Managing Director at Robertson Stephens’ San Ramon and Burlingame offices in the San Francisco Bay Area. John and his team specialize in retirement distribution planning, serving clients in or near retirement. John’s team uses a total-solution approach to planning, including income tax reduction, estate conservation, portfolio management, and retirement distribution planning. John is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®) professional. John is a public speaker on financial topics and has authored numerous financial books and booklets, including Winning the Retirement Race Between Time and Money; What Should I Do Before Anything Happens to Me; Suddenly Single; IRA Survival Guide After the SECURE Act, and more.
In March, we did a seminar titled “Top Tax Planning Opportunities for 2023”. If you missed that workshop, or have not yet taken advantage of the opportunities presented, here is another chance to do some planning before the year is over.
At this popular end-of-year planning workshop, presenter John Lau, 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.,
To contact us about this event, email us at financialtips@rscapital.com or call (925) 800-7470.
Presented in collaboration with the Arts and Recreation for Walnut Creek and Financial Aptitude Training, a Sec. 501(c)(3) non-profit organization.