Presentation: Supporting Your Family Through the Tax System

Navigating the tax system can be challenging for families. Whether you are caring for children, planning for education, or part of a mixed-status household, this presentation provides clear guidance on how family-related tax rules work, what to expect when filing and how to keep more of what you earn.

Topics include:

• When a child qualifies as a dependent, and how child care and child tax credit work.
• What to expect and how to prepare in the years before college, as well as available credits for students in accredited programs.
• How life changes can affect your tax filing status.
• What mixed-status families may qualify for when filing taxes.
• How being your parents' caregiver can provide a tax exemption through IHSS benefits.

• Why reporting cash income matters and the importance of filing and paying taxes on time.

   

About the presenter: Rosario Chacón is the founder of Wealth-Source Financial Planning, an independent fee-only practice to empower individuals and families to achieve truly meaningful financial success. Her journey in the community, banking, and business management gave her a deep understanding of people's economic challenges—especially when they’re not adequately prepared for future financial demands. Over the years, she has come to believe that true financial success is not just about accumulating wealth but about aligning your money with your personal, meaningful goals. She is a CERTIFIED FINANCIAL PLANNER®, an Enrolled Agent, Certified Student Loan Professional (CSLP®) and Financial Behavior Specialist (FBS®), as well as a proud member of the National Association of Personal Financial Advisors (NAPFA) and the National Association of Enrolled Agents (NAEA). She has a B.A. in Business Economics and an MBA.