12:00 - 1:30
How to get back on the right foot with tax withholding and reporting, and what to do if you find yourself at odds with the IRS. Topics include IRS errors: how to spot them and how to handle them; statutes of limitations; worst-case scenarios like liens and garnishments; and mitigations.
About the speaker: Heather C. Liston, CFP®, Enrolled Agent, teaches courses at UC Berkeley Extension in Income Tax, Employment Benefits & Retirement Planning, and Retirement Income Planning. She is a fee-only financial planner with Hargrave Fiduciary Advisors, and also a tax advisor and preparer. She particularly enjoys helping clients navigate the less romantic aspects of their personal relationships, including how to combine resources and work toward joint goals, and the effects of marital status on taxes, estate planning, and retirement savings. CFP®, EA