November 2021 Main Event

Join us in November for our Annual Tax Info Event. This year we welcome back Claudia Hill, President of Tax Mam, Inc. Claudia Hill is an enrolled agent (EA), nationally recognized tax professional and frequent lecturer on taxation of individuals and representation before IRS. Hill is editor in chief of the WoltersKluwer (formerly CCH) Journal of Tax Practice & Procedure, co-author of CCH Expert Treatise Tax Practice & Procedure and a frequent presenter for both audio and in-person CPE seminars nationwide. Hill coordinates a “dream team of tax controversy advisers” for the IRS Watch blog on Forbes.com (http://blogs.forbes.com/irswatch). She was named a Top Ten Nominee by Tax Analysts as 2011 Person of the Year.
2021 Year-End Planning and Changes for The Year Ahead
Beware! Congress is back in session, passing spending bills and looking at ways to pay for it…with your tax dollars. This session will review proposed (or recently enacted) changes affecting individual taxpayers as well as provide a refresher on how the current tax system taxes individual investment income. Estate Tax changes are on the table. We’ll do a quick overview of them, too.
ATTEND THIS MEETING TO LEARN:
  • Understand the real tax rates you pay
  • Review how 2021 income tax changes will affect you
  • Review estate tax changes included (or proposed) in 2021 legislation

How to Attend:

Our Main Events are webcast. Please see below to register on EventBrite, and then join remotely online via Zoom. You must pre-register on EventBrite: To attend by web:
  • Zoom meeting instructions will be emailed to all registered participants.
Please join our AAII Silicon Valley Meetup group to be notified of all upcoming events!