x - Tax Topics Roundtable

Program Description

WE ASK OUR MEETING ATTENDEES TO BRING QUESTIONS TO DISCUSS DURING THE INTERACTIVE ROUNTABLE MEETING. EXPECTED TOPICS TO BE DISCUSSED WILL RELATE TO RETURNS BEING PREPARED DURING THE 2024 TAX SEASON. 

Learning Objectives

1. Discuss and provide answers to current tax questions arising in our practices.

2. Share knowledge obtained through experience and/or research.

3. Brainstorm procedural issues in an attempt to implement better results in a more efficient manner.

About the Instructor

Selina Steele is a taxation, business and estate planning attorney as well as an Enrolled Agent.  She has been preparing taxes since the early 1980's.   As a solo practitioner, she is keenly aware of the challenges facing small businesses and individuals in the areas of retirement and social security issues when taxes are not part of the conversation.  The tax implications of improper or late planning can have a detrimental impact.  She'll offer insight into the taxation components facing current and future retirement decisions.