Work it
Martes, 2/2/2021
12:00 - 1:30
Biblioteca virtual
Address

Online Services
San Francisco, CA 94102
Estados Unidos


Learn how major changes to tax rules over the last couple of years may impact you, what you can do to maximize the benefits and minimize negative effects. 

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   

 


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