November Main Event: Tax Planning with Russell Barnett, EA, CTS

Every year the tax code changes and 2022 is no exception. In this presentation we will go over the many tax law changes stemming from the Inflation Reduction Act (IRA) of 2022 and how you can use them to lower your tax burden. We will also go over steps to take before the year end to make sure that there aren't any nasty surprises waiting for you when you file your 2022 tax return as well as suggestions for tax saving strategies that might still be available to you for this year.
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Speaker Bio & Session Info

Russell Barnett is an Enrolled Agent and Certified Tax Strategist with more than 18 years of experience, and is the CEO of Silicon Valley Tax Coach in San Jose, CA. SVTC provides comprehensive tax and accounting compliance services for small businesses and individuals as well as proactive tax planning for business owners and investors to legally reduce the amount of money they pay in taxes, with more than $6 million saved over the past 4 years alone!
  • You will learn:
  • How the Inflation Reduction Act will impact your family and the taxes you pay on your investments.
  • What other new tax laws took affect in 2022 and what we know is coming in 2023.
  • How to review your expected tax results for 2022 to find opportunities for year-end proactive tax planning.

About This Meeting

AAII Silicon Valley Chapter hosts several main meetings and meetups by webcast throughout the year. These meetings are funded by members and attendees who are willing to donate $5 or $10 to attend our main events. Please consider doing that when you register to attend on our Eventbrite Registration System. We also welcome those who attend our Webinars and Meetups for free. Be sure to register on Eventbrite here to receive email notices with the Zoom meeting link, as well as the link to the recording after the event. Currently all our meetings are hosted on Zoom and you can get notices on all our events by checking out our website here, or by following us on Eventbrite and Meetup.